At a Glance
- Tasks: Help clients achieve financial goals with personalized advice and support.
- Company: Join a forward-thinking firm focused on holistic financial solutions.
- Benefits: Enjoy competitive salaries, equity options, and full digital support.
- Other info: Work with high-net-worth clients and receive comprehensive marketing support.
- Why this job: Experience true client-centric work while enjoying a better work-life balance.
- Qualifications: Seeking experienced Financial Advisers with strong client relationships.
The predicted salary is between 80000 - 120000 £ per year.
Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity
Salary: Up to £130,000 base (DOE) + 50% bonus on new AUM + 10% discretionary annual bonus + share options
Working pattern: Hybrid — 2 days per week in the office
We are working with a boutique wealth management firm based in the City of London to recruit an experienced Financial Adviser or Wealth Manager on a permanent, hybrid basis.
This is a rare opening at a firm that combines the personalised service of a boutique with the full infrastructure of a larger organisation — in-house discretionary investment management, dedicated paraplanners, compliance professionals, marketing support, and warm inbound leads. You will advise high-net-worth individuals and families on complex financial needs across investments, pensions, tax, and estate planning, with a client AUM profile typically ranging from £500k to £10m+.
The role suits an experienced adviser looking for a long-term platform to build and grow a scalable client book — whether you bring an existing portfolio to port or want to grow through the firm's lead generation and referral network.
COMPENSATION AND BENEFITS
- Base salary up to £130,000 depending on experience
- 50% bonus on new AUM introduced — example: onboard £10m AUM and earn approximately £36,550 bonus
- 10% discretionary annual bonus
- Share option scheme — equity participation for long-term wealth creation
- Hybrid working — 2 days per week in a modern City of London office
- Warm inbound leads and digital marketing support provided
- Top-quartile investment portfolios managed by an in-house investment team
- Full paraplanning and compliance support
WHAT YOU WILL BE DOING
- Advising HNW clients across a broad range of financial matters including investments, pensions, tax planning, and estate planning
- Building strong, trust-based client relationships and conducting regular portfolio and financial plan reviews
- Developing new business through referrals, professional networking, and strategic partnerships
- Collaborating with paraplanners, investment analysts, and the compliance team
- Operating in a consultative, client-first manner — no hard sales or product-pushing culture
Required:
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) — essential
- Solid experience delivering holistic financial advice to HNW clients with complex needs
- Proven ability to build and retain client relationships and grow AUM
- Confident in new client acquisition through referrals and professional networks
- Entrepreneurial mindset balanced with appreciation for structure and support
Desirable:
- Existing portable client relationships totalling c.£10m AUM (subject to covenant review)
- Chartered Financial Planner status or working towards it
- Experience advising clients in the £500k–£10m+ AUM range
Financial Adviser in London employer: Ortus Psr
Join a forward-thinking firm that prioritizes your work-life balance and empowers you to take control of your career as a Financial Adviser. With competitive salaries ranging from £100,000 to £200,000, equity options, and a fully digital platform that streamlines client interactions, you'll have the tools and support needed to build lasting relationships with HNW and UHNW clients. Our culture fosters growth and innovation, ensuring you feel valued and can truly focus on providing holistic, client-centric advice.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in London
✨Tip Number 1
Network with other Financial Advisers who share your values and vision. Attend industry events or join online forums where you can connect with like-minded professionals. This can help you gain insights into the market and potentially lead to referrals.
✨Tip Number 2
Research the unique offerings of our client thoroughly. Understand their holistic approach and how it differs from traditional firms. Being well-informed will allow you to articulate why you are a great fit for their model during discussions.
✨Tip Number 3
Prepare to discuss your client relationships in detail. Highlight specific examples of how you've provided value and built trust with your clients. This will demonstrate your ability to align with the client-centric philosophy that our client values.
✨Tip Number 4
Showcase your adaptability to digital tools and processes. Familiarize yourself with the latest financial technology trends, as our client emphasizes a fully digital offering. Being tech-savvy will set you apart as a candidate who can thrive in their environment.
We think you need these skills to ace Financial Adviser in London
Some tips for your application 🫡
Understand the Role:Take the time to thoroughly understand the responsibilities and expectations of a Financial Adviser as outlined in the job description. This will help you tailor your application to highlight relevant experiences.
Highlight Client Relationships:Emphasize your ability to build and maintain lasting relationships with clients. Provide specific examples of how you've delivered client-centric advice and solutions in your previous roles.
Showcase Your Value:Clearly articulate how your skills and experiences align with the unique offerings of the company. Discuss how you can contribute to their holistic approach and support their clients effectively.
Craft a Compelling Cover Letter:Write a personalized cover letter that reflects your passion for the role and the company. Mention why you are drawn to their unique market solution and how it aligns with your career goals.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
Highlight your ability to build and maintain lasting relationships with clients. Share specific examples of how you've provided holistic advice that truly meets their needs, demonstrating your client-centric approach.
✨Emphasize Your Value Proposition
Discuss how you feel valued in your previous roles and how you can bring that same value to the new position. Be prepared to explain how your skills and experience align with the firm's mission to provide a true client-centric offering.
✨Understand the Firm's Unique Offering
Research the unique solutions that the firm provides compared to others in the market. Be ready to discuss how their fully digital offering and support systems can enhance your ability to serve clients effectively.
✨Prepare Questions About Career Development
Think about your long-term career goals and prepare insightful questions regarding career direction and equity options within the firm. This shows your interest in a long-term commitment and helps you gauge if the firm aligns with your aspirations.
