Financial Adviser

Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity Salary: Up to £130,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options Working pattern: Hybrid — 2 days per week in the office We are working with an independent manager-owned 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+. a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } This role would suit an Adviser who thrives on developing new client relationships and has a proven approach to new business acquisition, but is seeking the backing of a forward-thinking firm. You’ll receive full financial support, backed by a strong operational infrastructure, giving you the platform to accelerate your growth and maximise your potential. COMPENSATION AND BENEFITS - Base salary up to £130,000 depending on experience - .42% bonus on new AUM introduced (threshold of £625,000 a quarter) — example: onboard £10m AUM and earn approximately £31,500 bonus - Up to10% 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 referrals 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: - Chartered Financial Planner status or working towards it - Experience advising clients in the £500k–£10m+ AUM range