I'm currently working with a highly regarded boutique Independent Financial Advice firm in London that is looking to appoint an employed Financial Adviser to join its growing team.
This is a fantastic opportunity for an Adviser who is CAS signed off and looking to take over an established portfolio rather than start from scratch.
Existing client bank provided from day one
- c.£20m AUM
- Approximately 50 ongoing client relationships
- Average investable assets of c.£400k per client
The successful Adviser will be responsible for managing and developing the existing client portfolio, conducting annual review meetings, and delivering holistic advice across:
- Pensions
- Investments
- Protection
- Ongoing Financial Planning
This role offers the opportunity to build deep relationships with an established and affluent client base, while generating additional business through referrals and identifying further planning opportunities within the existing book.
Package
- £50,000 - £55,000 basic salary
- 2x validation bonus structure
- OTE £100,000+
- Inherited recurring income and client relationships
- Strong support from an established boutique advice business
This would suit an ambitious Financial Adviser who wants the security of an existing client bank combined with the opportunity to grow their earnings and AUM over time.
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Financial Adviser - Inherited Client Bank - London - &50,000 - &55,000 basic - OTE &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.
