Financial Adviser – Build a Client Bank in an Entrepreneurial, Tech-Driven Firm
A Unique Opportunity to Focus on Clients, Not Admin
A fast-growing, innovative financial advice firm is seeking a forward-thinking Financial Adviser who wants to build their own client bank in a tech-driven, entrepreneurial environment. This firm provides qualified leads and full training, allowing advisers to concentrate on delivering outstanding financial planning rather than getting bogged down in admin.
Salary up to £90,000 + Bonus to over £130,000 as you build your client bank, hybrid working at least 2 days in the London office
This is an exciting chance for an ambitious Financial Adviser to take ownership of their career, grow their own client book, and become part of a forward-thinking firm that is revolutionising financial advice.
Leads provided – High-quality lead generation channels allow advisers to focus on client relationships.
Entrepreneurial freedom – The opportunity to build a book of business within a high-growth, supportive firm.
Cutting-edge technology – A digital-first approach removes administrative burdens and enhances client service.
Client-first approach – A chance to be part of a firm that prioritises long-term client relationships over sales targets.
What’s Needed to Succeed
Client-first mindset – A passion for building strong client relationships and delivering outstanding financial planning.
Entrepreneurial spirit – Excited by the prospect of building a client bank and shaping the future of financial advice.
Collaborative nature – A team player who thrives in an innovative, close-knit environment.
High integrity – A commitment to professional ethics and the highest standards of client care.
Qualified – Minimum Level 4 Diploma in Financial Advice (CII, CISI, etc.), with a preference for those working towards Chartered status. At least 2 years of experience providing financial advice is ideal.
What’s on Offer?
Competitive salary + bonuses
Potential for future equity in the company
Private medical insurance, income protection & death in service benefits
Learning & development budget (including exam support)
Take the Next Step
For advisers looking to escape traditional wealth management constraints and embrace a more dynamic, technology-driven approach, this is an opportunity not to be missed.