Financial Adviser – High Quality Client Base – London – £75,000 – £85,000 + Bonus + Benefits

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Financial Adviser – High Quality Client Base - London

Location: London

Job Ref: LW

Salary: £75,000 – £85,000 + Bonus + Benefits

Work From Home option: Yes

Are you a Financial Adviser who wants to move away from rigid KPIs, product‑driven targets, and transactional environments?

Do you want to focus on meaningful, long‑term relationships with sophisticated HNW/UHNW clients,  without the pressure of constant sales metrics?

This is an exceptional opportunity to join a boutique, relationship‑led wealth management firm in the city, supporting a high‑quality client base of senior City professionals, entrepreneurs, and multi‑generational families. The firm is known for its deep planning approach, high-touch service, and long-standing client relationships.

You will work closely with senior leadership, taking ownership of client relationships from day one and playing a key role in delivering holistic financial planning across investments, retirement, protection, and intergenerational wealth.

The Role

  • Manage and deepen relationships with HNW/UHNW clients
  • Lead financial planning conversations and present cashflow modelling (Voyant)
  • Attend client meetings alongside senior leadership
  • Develop relationships with the next generation of clients
  • Provide ongoing advice across investments, pensions, protection, and estate planning
  • Contribute to the firm’s long-term growth and client strategy

About You

  • 3–5+ years’ experience as a Financial Adviser
  • Level 4 Diploma in Regulated Financial Planning
  • Confident working with sophisticated HNW/UHNW clients
  • Strong relationship‑building skills and a polished, professional manner
  • Comfortable taking ownership of client relationships
  • Motivated by quality of advice, not sales targets

What’s On Offer

  • £75,000 – £85,000 base salary + bonus
  • High‑quality client base with warm, long-standing relationships
  • No sales KPIs or product‑driven targets
  • Full paraplanning and administrative support
  • Clear progression into a senior advisory role

This is an ideal role for an Adviser who wants to focus on genuine financial planning, long-term relationships, and high-quality client work not sales metrics.

If this opportunity is of interest, please send your CV to Laura at Financial Divisions: lauraw@financialdivisions.co.uk

Financial Adviser - London - (LW)

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