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Financial Adviser

Ortus PSR
Posted 12 hours ago, valid for 8 days
Location

London, Greater London EC2V 7WS, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The role is for an experienced Financial Adviser in a boutique Wealth Management firm located in London.
  • Candidates should have a proven track record in developing high-net-worth client relationships and ideally possess a transferable client base of £10-30 million in assets.
  • The position offers a competitive package with a base salary of up to £100,000 plus a 50% bonus on new business written.
  • Applicants must be qualified to Diploma Level 4 or above and have aspirations for Chartered status.
  • This opportunity allows for hybrid working and provides exceptional support in marketing, paraplanning, and investment management.

Shape Your Career as a Financial Adviser in London – Boutique IFA Firm

Are you a Financial Adviser who thrives on building new client relationships and growing a robust portfolio? Join a dynamic boutique Wealth Management firm in London, offering a rare opportunity to combine entrepreneurial freedom with exceptional support to help you succeed.

This role is designed for ambitious professionals passionate about business development and delivering tailored financial advice to high-net-worth clients. With access to top-quartile model portfolios and dedicated investment, marketing, and business development resources, you’ll have everything you need to attract, retain, and grow your client base. Clients of the firm typically range from having £1Million AUM up to £25Million AUM.

Competitive Package: Attractive base salary Up to £100,000 + Bonus of 50% on new business written 

  • Equity Potential: Long-term wealth creation opportunities through share options.
  • Exceptional Support: Paraplanning, marketing, and discretionary investment management provided to let you focus on client relationships.
  • Hybrid Flexibility: Enjoy a mix of home and office working, with a prestigious City of London location.
  • Growth Focus: Work with a firm that values quality advice and supports you in growing a strong portfolio.

Key Responsibilities

  • Develop and maintain relationships with high-net-worth clients, serving as their trusted adviser.
  • Identify new business opportunities through networking and client-focused initiatives.
  • Provide bespoke financial planning solutions, including tax, estate planning, and investment management.
  • Collaborate with in-house investment analysts and paraplanners to deliver seamless service.
  • Conduct regular reviews to ensure clients’ financial plans remain aligned with their goals and market conditions.

What We’re Looking For

Experienced Financial Adviser with a proven track record in developing high-net-worth client relationships.

Qualified to Diploma Level 4 or above, with aspirations for Chartered status.

A transferable client base of £10–30m in assets is desirable after covenants

Exceptional communication and analytical skills, with a proactive, client-focused mindset.

Ambitious and self-motivated, eager to thrive in a boutique environment.

Why This Role Stands Out

This is your chance to join a firm that values your expertise and entrepreneurial spirit. With a focus on sustainable growth and high-quality advice, you’ll be empowered to shape your career while providing unparalleled service to clients.

Apply today and discover how this boutique IFA firm can help you achieve your professional and personal goals.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.