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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage high-net-worth client relationships.
- Company: Boutique financial firm with a focus on quality and long-term outcomes.
- Benefits: Competitive salary, uncapped bonuses, health plan, and professional development.
- Other info: Hybrid working with excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial futures.
- Qualifications: 3+ years as a Financial Adviser and Level 4 Diploma in Financial Planning.
The predicted salary is between 50000 - 70000 £ per year.
Basic Salary: £50,000 - £70,000, OTE £100,000 - £120,000
Location: City of London, Hybrid
About the Firm
Our client is a highly successful, boutique St. James’s Place Partner Practice, providing holistic, long‑term financial planning to a loyal, mid‑to‑high‑net‑worth client base. The firm offers comprehensive advice across pensions, investments, tax planning, inheritance planning, and school fee planning, with a strong emphasis on quality, relationships, and long‑term outcomes.
The Role
Swarm Recruitment is working in partnership to appoint an experienced Financial Adviser to join a growing advisory team in London. This is an employed position offering the opportunity to take ownership of an established HNW client portfolio from day one, while also being supported to grow and develop further through high‑quality leads, referrals, and a strong internal support structure.
Salary & Benefits
- Basic Salary: £50,000 – £70,000 (dependent on experience)
- OTE - £100,000 - £120,000
- Uncapped discretionary bonus and fee‑share opportunities
- Established HNW client bank provided
- Full paraplanning, administration, and marketing support
- Ongoing training, coaching, and professional development
- 24 days’ holiday plus your birthday off
- Additional holiday accrued with length of service
- Medicash Health Plan
- Life Assurance
- Income Protection
Working Hours
Monday – Friday. Hybrid working available: Expected to be in the London office on Lombard Street at least two to three days a week. Client Meetings: May involve attending meetings with Clients.
Desired Experience
- Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser
- Level 4 Diploma in Financial Planning – essential
- Level 6 / Chartered status – preferred
- Experience advising high‑net‑worth clients and managing complex planning needs
- Proven track record of delivering strong client outcomes
- Commercially minded, relationship‑driven, and values‑led
- Ambitious, professional, and motivated to build a long‑term career
Responsibilities & Duties
- Deliver High‑Quality Financial Advice - Provide tailored, holistic financial planning advice to HNW clients across investments, pensions, tax planning, and estate structuring.
- Manage & Grow Client Relationships - Take ownership of an established client bank while proactively deepening relationships and uncovering additional planning opportunities.
- Business Development & Growth - Grow your book organically through referrals, professional connections, and high‑quality internal leads.
- Collaborate with Internal Specialists - Work closely with paraplanning, administration, and business development teams to ensure efficient, compliant, and high‑quality client delivery.
- Maintain Technical & Market Knowledge - Stay informed on market trends, legislative changes, and planning strategies to ensure advice remains current and appropriate.
- Collaborate Cross‑Functionally - Work closely with leadership, marketing, operations, and compliance to ensure CRM systems, workflows, and lead pipelines support adviser effectiveness at scale.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Work Location: Hybrid remote in London EC3V 9BQ
Financial Adviser employer: Swarm Recruitment
Contact Detail:
Swarm Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes. Share stories of how you've helped clients achieve their financial goals. This will set you apart from the competition.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to firms you admire. Express your interest in working with them and ask if they have any upcoming opportunities. This shows initiative and can lead to unexpected openings.
✨Tip Number 4
Utilise our website for applications! We’ve got a range of resources and job listings tailored for financial advisers. Applying through our platform not only streamlines the process but also gives you access to exclusive opportunities that might not be advertised elsewhere.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Be sure to mention your track record of delivering strong client outcomes.
Showcase Your Relationship Skills: Since this role is all about building relationships, make sure to include examples of how you've successfully managed client relationships in the past. We want to see your people skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Swarm Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Being able to discuss recent market trends or legislative changes will show that you're not just a candidate, but a knowledgeable adviser ready to provide high-quality advice.
✨Showcase Your Relationship Skills
Since this role emphasises building long-term relationships with clients, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your ability to uncover additional planning opportunities and deepen those connections.
✨Demonstrate Your Ambition
This position is perfect for someone looking to grow their career, so don’t shy away from discussing your ambitions. Talk about your goals, how you plan to achieve them, and how this role aligns with your long-term career vision in wealth management.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to client management and support structures. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.