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Are you an experienced Financial Adviser looking for a long-term home where you can build deep client relationships and progress into a leadership or partnership role?
This boutique wealth management firm, based in the city, is offering a rare opportunity for a Senior Adviser to join the leadership team, take on a high-quality client base, and play a key role in shaping the future of the business.
The firm works with HNW/UHNW clients, senior executives, partners in professional services, and multi-generational families, with a strong emphasis on holistic planning, cashflow modelling, and long-term relationship management.
This is a role for an Adviser who wants influence, autonomy, and a genuine voice in how the firm evolves.
The Role
- Take ownership of an established portfolio of HNW/UHNW clients
- Lead planning conversations and present cashflow modelling (Voyant)
- Build long-term relationships with clients and their families
- Support the development of junior advisers and paraplanners
- Contribute to strategic decisions and business direction
- Play a key role in the firm’s long-term succession planning
About You
- 5+ years’ experience as a Financial Adviser
- Level 4 Diploma (Chartered or working towards Chartered preferred)
- Strong experience with HNW/UHNW clients
- Excellent communication and relationship-building skills
- Commercially aware, polished, and confident in client leadership
- Ambitious, with an interest in partnership or senior leadership
What’s On Offer
- £90,000 – £110,000 base salary + bonus
- Partnership potential for the right individual
- High-quality client base with warm, long-standing relationships
- Full paraplanning and administrative support
- Influence over the firm’s long-term strategy and direction
This is a standout opportunity for a Senior Adviser who wants more than just an advisory role someone who wants to help lead a boutique firm and build towards partnership.
If this opportunity is of interest, please send your CV to Laura at Financial Divisions