At a Glance
- Tasks: Manage a portfolio of premium clients and deliver holistic financial advice.
- Company: Fast-growing wealth management practice with a strong reputation.
- Benefits: Up to £70,000 salary, uncapped bonuses, and exceptional benefits.
- Other info: Join a dynamic team with clear progression opportunities.
- Why this job: Inherit established clients and maximise your earnings potential from day one.
- Qualifications: Level 4 Diploma in Financial Planning and at least 2 years' experience.
The predicted salary is between 70000 - 70000 £ per year.
Accelerate Your Earnings & Influence with a High-Growth Wealth Management Practice in Henley-on-Thames. Up to £70,000 Basic + Uncapped Bonus Structure (OTE £100k+) + Exceptional Benefits.
Step Into a High-Value Client Bank and Build a Powerful Advisory Career. An ambitious, fast-scaling wealth management practice is searching for a commercially driven, diploma-qualified Financial Adviser ready to elevate their career to the next level. Since launching in 2017, the firm has grown rapidly to oversee more than £130m in client assets, earning an outstanding reputation for delivering sophisticated, relationship-led financial planning to affluent individuals, families, and professionals.
Now entering an exciting new phase of expansion - including the launch of a new office and continued regional growth - the business is offering a rare opportunity to inherit a substantial, revenue-generating client portfolio from day one while benefiting from a consistent flow of inbound opportunities.
If you are a dynamic adviser who thrives on client engagement, relationship building, and converting opportunity into revenue, this role offers the platform, infrastructure, and momentum to significantly increase your earnings and influence.
The Opportunity
This is not a role where you are expected to build from scratch. You will inherit an established bank of approximately 150-200 existing clients, giving you immediate access to recurring income opportunities and a warm platform for further growth. Supported by an experienced paraplanning and administration team, your focus will be firmly on what you do best - advising clients, deepening relationships, uncovering opportunities, and generating new business.
You will deliver holistic financial planning advice across investments, pensions, protection, and estate planning while capitalising on firm-generated enquiries and referrals.
For ambitious advisers with strong commercial instincts, this is a genuine opportunity to build a highly lucrative long-term career within a progressive and entrepreneurial practice.
What You'll Be Doing
- Take ownership of an established client portfolio of 150-200 households
- Conduct high-quality annual reviews and ongoing planning meetings
- Deliver holistic advice across pensions, investments, protection, and estate planning
- Maximise opportunities within the existing client bank through cross-referrals and additional planning needs
- Convert warm inbound enquiries and firm-generated leads into new business revenue
- Build long-term trusted relationships with affluent clients and their families
- Work closely with paraplanners and administrators to deliver a premium client experience
- Maintain compliant and accurate client documentation aligned with FCA standards
What Success Looks Like
- Conducting approximately 10-15 client meetings per week
- Consistently identifying and converting new planning opportunities
- Building strong recurring revenue streams from your inherited clients
- Delivering exceptional client outcomes and long-term retention
- Becoming a key revenue-generating adviser within a growing regional practice
What We're Looking For
- Level 4 Diploma qualified in Financial Planning as a minimum
- Minimum 2 years' experience as a Financial Adviser post-qualification
- Currently FCA approved
- Strong technical knowledge across pensions, investments, and protection
- A highly professional and consultative approach to client relationships
- Strong commercial awareness and a natural ability to identify opportunities
- Self-motivated, ambitious, and target-driven
- Excellent interpersonal and presentation skills
Highly Desirable
- Chartered status or working towards Chartered Financial Planner
- Experience in cashflow modelling, inheritance tax planning, or later-life advice
- Experience advising business owners, professionals, or HNW clients
- Knowledge of the Thames Valley / Berkshire market
What's on Offer
- Basic salary up to £70,000 depending on experience
- Uncapped bonus structure with 10% of Initial Advice Fees on all new business written
- Immediate access to a valuable and established client bank
- Ongoing inbound enquiries and lead generation support
- Full paraplanning and administration support
- Matched pension contributions
- Private medical insurance
- Income protection and death in service cover
- Laptop and full support infrastructure
- Clear long-term progression within a highly ambitious and expanding business
This is an outstanding opportunity for a relationship-focused Financial Adviser who wants to inherit quality clients, maximise earnings potential, and join a business with genuine momentum and long-term ambition. To apply confidentially or find out more, contact Ryan at Financial Divisions.
Employed Financial Adviser - Premium Clients Provided, Henley-on-Thames, Up to £70,000 basic in Henley on Thames employer: Financial Divisions
Join a rapidly growing wealth management practice in Henley-on-Thames, where you will inherit a substantial client portfolio and benefit from a supportive infrastructure designed to enhance your advisory career. With an uncapped bonus structure, exceptional benefits, and a culture that prioritises client relationships and professional growth, this is an ideal environment for ambitious Financial Advisers looking to maximise their earnings and influence. The firm’s commitment to employee development and its strong reputation in the industry make it an excellent employer for those seeking meaningful and rewarding work.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Adviser - Premium Clients Provided, Henley-on-Thames, Up to £70,000 basic in Henley on Thames
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a clear, concise summary of your skills and experience ready to go, so you can impress them on the spot.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Show your enthusiasm for the role and remind them why you're the perfect fit.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Employed Financial Adviser - Premium Clients Provided, Henley-on-Thames, Up to £70,000 basic in Henley on Thames
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your diploma qualifications and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client engagement and relationship building. Let us know why you're excited about this opportunity and how you can contribute to our growth.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s converting leads into revenue or building strong client relationships, we want to see how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
Before the interview, brush up on your financial knowledge, especially around pensions, investments, and protection. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will showcase your expertise and confidence.
✨Showcase Relationship Building Skills
Since this role heavily focuses on client engagement, prepare examples of how you've built and maintained strong relationships with clients in the past. Highlight any strategies you used to deepen these connections and convert opportunities into revenue.
✨Understand the Company’s Vision
Research the wealth management practice thoroughly. Understand their growth trajectory since 2017 and be prepared to discuss how you can contribute to their expansion plans. This shows your genuine interest in the company and aligns your goals with theirs.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and commercial awareness. Think about how you would handle various client situations, such as cross-referrals or managing a high-value client portfolio, and articulate your thought process clearly.
