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+.

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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