£70,000-£75,000 basic salary + Bonus + Full Paraplanning Support + Lead Flow
Established Client Bank Strong Internal Lead Generation High-Quality HNW Clients
An excellent opportunity has arisen for an experienced Independent Financial Adviser to join a well-established financial planning business based in London.
This is a rare opportunity to inherit a high-quality client bank while also benefiting from a strong internal marketing function that generates consistent new business opportunities. The firm is seeking an adviser who is confident managing both existing relationships and developing new client opportunities in a balanced, structured environment.
You will be taking on a proportion of an established client base, supported by a full paraplanning and administration team, allowing you to focus on delivering high-quality financial advice and building long-term relationships.
The client base consists of high-quality private clients, typically segmented across:
- £250,000 - £500,000
- £500,000 - £1,000,000
- £1,000,000+
This provides an excellent platform for an adviser looking to work with established wealth while continuing to grow their own book over time.
The Opportunity
This role offers a balanced mix of business development and ongoing client servicing, with responsibilities split approximately:
- 50% New Business Development
- 50% Client Maintenance & Relationship Management
You will be supported by a strong infrastructure, including dedicated paraplanning, administration and a proactive internal marketing team that provides regular inbound lead opportunities.
Responsibilities
- Managing and developing an existing portfolio of high-net-worth clients
- Delivering holistic financial planning advice across pensions, investments, retirement and protection
- Building and maintaining long-term client relationships
- Developing new business through internal marketing-generated leads
- Attending client meetings across London and surrounding areas
- Identifying and implementing planning opportunities to grow AUM
- Working closely with paraplanning and administrative teams to deliver a seamless client experience
- Ensuring all advice meets FCA regulatory and compliance standards
- Maintaining accurate client records and ongoing review processes
- Contributing to the continued growth of the London client base
Requirements
- Level 4 Diploma in Regulated Financial Planning (essential)
- Proven experience as a Financial Adviser / Independent Financial Adviser
- Strong technical knowledge across pensions, investments and holistic financial planning
- Comfortable managing both existing clients and new business opportunities
- Strong relationship-building and communication skills
- Commercial mindset with a focus on sustainable AUM growth
- CAS status preferred but not essential
What's on Offer
- Competitive basic salary (dependent on experience)
- Bonus structure linked to performance and AUM growth
- Established client bank provided from day one
- Strong internal lead generation from dedicated marketing function
- Full paraplanning and administrative support
- Balanced 50/50 split between new business and servicing
- High-quality HNW client base across £250k - £1m+ segments
- Long-term career progression within a growing advisory business
- London-based role with flexibility available
Why This Opportunity Stands Out
This is an excellent opportunity for an adviser seeking a genuine balance between servicing an established client bank and developing new business in a structured, supported environment.
With strong infrastructure, high-quality clients and a consistent flow of internal leads, this role offers the ideal platform to build a long-term, sustainable advisory career in London.
