Job Description Financial Adviser | Salary up to £100,000 | London We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice. This isn't a green book—it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically. Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management Leverage the firm's full suite of services—pension planning, investment management, inheritance tax planning, protection, and later-life planning Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development You build deep client relationships and believe in long-term partnership Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth Entrepreneurial drive to grow your book and understand the commercial side of advisory Experince as amindependent financial advice with evidence of client satisfaction and growth Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn Back-office support: Growth opportunity: Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. Investment in adviser careers and professional development Multi-disciplinary approach (pensions, investments, tax, protection, estate planning) Commitment to diversity and inclusive working Mix of professionals, business owners, and private clients;
Financial Adviser - Retirement Planning in London employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
