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.