At a Glance
- Tasks: Manage your own client book and deliver holistic financial planning.
- Company: Rapidly expanding national wealth management business with a strong brand.
- Benefits: Earnings of £60,000–£100,000+, hybrid work, and partnership potential.
- Other info: Strong support structure and clear pathway for career progression.
- Why this job: Join a high-quality advice model with genuine long-term partnership opportunities.
- Qualifications: Must have £10M+ transferable AUM and Level 4 Diploma.
The predicted salary is between 60000 - 100000 £ per year.
Location: London Central
Working Pattern: Hybrid or Remote (with bi-weekly/monthly office visits)
Earnings Guide: £60,000–£100,000+ (Dependent on AUM)
Structure: Self-Employed Model (with pathway to equity partnership)
About the Opportunity
We are working with a rapidly expanding national wealth management business - now over £6bn+ AUM following significant growth and multiple acquisitions. The firm operates a high-quality advice model with strong infrastructure, centralised operations and business management support, and a clear partnership track for senior advisers. Due to ongoing expansion and succession planning, the firm is seeking an experienced Independent Financial Adviser (IFA) to join via their Self-Employed Partner Route, ideally bringing £10M–£15M+ transferable AUM. This is a premium opportunity for an adviser seeking brand strength, national footprint, an elite advice framework, and genuine long-term partnership potential.
Key Responsibilities
- Manage and service your own client book, delivering holistic financial planning and ongoing advice
- Transfer and embed your existing clients into the firm’s advice proposition
- Develop new client relationships through referrals, networking, and business development
- Participate in regular one-to-ones with Business Managers on performance, growth, and professional development
- Work collaboratively with paraplanners, operations and support teams
- Ensure all advice is compliant, high-quality, and aligned with the company’s planning framework
- Optional: Support junior advisers, paraplanners, or trainees where relevant to your background
Ideal Candidate Profile
Essential- £10M+ transferable AUM (minimum threshold for partner model consideration)
- Strong track record as an Independent Financial Adviser
- Confident managing and advising HNW clients
- Level 4 Diploma (DipPFS/Level 4 RQF)
- Ability to work self-sufficiently and operate within a high-performance advice culture
- Comfortable attending the London office bi-weekly or monthly
- Experience growing AUM from both existing relationships and new business
- Chartered status (or working towards it)
- Experience mentoring junior advisers or leading advice quality conversations
- Ability to work productively during client contact restriction periods (if applicable)
Compensation Structure
- Earnings £60,000–£100,000+, depending on transferable AUM and production
- Self-employed structure with generous revenue splits
- Partnership invitation available once self-employed earnings reach a set target
- Employed model also available for candidates with smaller AUM (package dependent on book size and experience)
- Clear onboarding pathway for advisers with temporary client contact restrictions (e.g., interim paraplanning or non-client roles until contact resumes)
Working Model
- Hybrid or remote arrangement, with periodic London office visits
- Modern, centralised CRM/back-office and operations support
- Business Manager oversight for adviser development and performance
- National footprint with strong brand reputation and ongoing acquisitive growth
Why Join?
- Strong central support structure (paraplanning, operations, business management)
- AUM growth environment with referrals, brand strength and strategic acquisitions
- Long-term progression to equity partnership
- High-quality platform, tools and investment proposition (supported by the wider group)
- Ability to shape your practice while leveraging national infrastructure
Next Steps
If you are an experienced IFA with £10M+ transferable AUM and are looking for a high-calibre, high-support environment with genuine partnership potential, we would love to hear from you. Apply now or contact us confidentially to discuss the opportunity in more detail.
Independent Financial Adviser (IFA) in London employer: Eden Rose
Join a rapidly expanding national wealth management firm in London Central, where you can thrive as an Independent Financial Adviser (IFA) in a supportive and high-performance culture. With a strong centralised support structure, opportunities for long-term equity partnership, and a focus on AUM growth, this role offers the chance to shape your practice while benefiting from a prestigious brand and extensive resources. Enjoy the flexibility of a hybrid or remote working model, complemented by regular office visits that foster collaboration and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser (IFA) in London
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream IFA role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights and advice on social media or through a blog. This not only highlights your knowledge but also attracts potential clients and employers to you.
✨Tip Number 3
Don’t shy away from reaching out directly! If you see a firm you’re interested in, drop them a message. Express your interest and ask about opportunities. Sometimes, a simple conversation can lead to amazing prospects.
✨Tip Number 4
Leverage our website for applications! We’ve got a streamlined process that makes it easy for you to apply for roles. Plus, we’re always on the lookout for talented IFAs like you, so don’t miss out!
We think you need these skills to ace Independent Financial Adviser (IFA) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your transferable AUM and any relevant achievements to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us, focusing on your experience with HNW clients and your approach to holistic financial planning.
Showcase Your Track Record:We want to see your success stories! Include specific examples of how you've grown AUM and built client relationships. Numbers speak volumes, so don’t hold back!
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get in touch with you about this exciting opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Numbers
Before the interview, make sure you have a solid grasp of your transferable AUM and how it aligns with the firm's expectations. Be ready to discuss your client book in detail, including how you've grown it and the strategies you've used to manage HNW clients.
✨Showcase Your Experience
Prepare to highlight your track record as an Independent Financial Adviser. Bring specific examples of how you've successfully advised clients and navigated complex financial situations. This will demonstrate your expertise and confidence in managing client relationships.
✨Understand Their Model
Familiarise yourself with the firm's advice model and support structure. Be prepared to discuss how you can integrate into their existing framework and contribute to their growth. Showing that you understand their operations will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, partnership pathway, and support for advisers. This not only shows your interest but also helps you gauge if the firm is the right fit for you. Engaging in a two-way conversation can leave a lasting impression.
