Job Description
This is a firm whose clients would never dream of going anywhere else — and that says everything you need to know about how it operates.
A boutique wealth management practice built on the principles of holistic, personalised financial planning is looking for an experienced financial planner to take ownership of an established client bank of around 50 clients with approximately £80 million of assets under management. The majority of these clients are in drawdown and at a stage of life where continuity, trust and genuine human connection matter as much as technical competence.
The principal has built something rare — a firm where clients are known as individuals, where their wider lives, families and aspirations inform the advice they receive, and where the relationship between adviser and client is one of genuine mutual trust built over time. That is the standard the next person joining this team will be expected to uphold, and for the right adviser it will feel entirely natural.
This is not a business development role. The client bank is established, and the priority is to serve those clients with the same depth of care and attention they have come to expect. The principal's own client base continues to grow, and the right person will play an important role in ensuring that growth does not come at the expense of the quality of service that defines the firm.
The work is substantive and varied — spanning pensions and retirement planning, investment management, inheritance and tax planning and protection — supported by a team that takes the technical groundwork seriously. The culture is collaborative, thoughtful and genuinely enjoyable.
The right candidate will be technically strong, Chartered status essential at this level, and above all someone for whom financial planning is genuinely about people rather than portfolios.
Financial Adviser, Dorset, £85,000 - £100,000 employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
