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Independent Financial Advisor

Heat Recruitment
Posted a day ago, valid for a month
Location

London, Greater London EC3V 3LA, England

Salary

£80,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for a proactive and high-calibre Financial Adviser to join a boutique wealth management firm specializing in Ultra High Net Worth clients.
  • The ideal candidate should have a track record of winning new clients and nurturing long-term relationships, with no requirement to bring an existing client book.
  • Candidates must be Chartered or actively working towards Chartered status and possess the intelligence and interpersonal skills to engage with successful professionals.
  • The role emphasizes business development, relationship building, and professional networking within a collaborative team environment.
  • The position offers a competitive salary, and candidates should have at least 5 years of experience in financial advisory or a related field.

We are seeking aproactive, high-calibre Financial Adviser to join a boutique wealth management firm that specialises in advising Ultra High Net Worth (UHNW) individuals including Magic Circle lawyers, successful entrepreneurs, and senior partners in law and accountancy.

About the Role

This opportunity is suited to a confident and entrepreneurial adviser who excels at business development, relationship building, and professional networking.
While there is no requirement to bring an existing client book, you should be able to demonstrate a track record of winning new clients and nurturing long-term, high-trust relationships.

Youll be joining a respected and collaborative team that values precision, integrity, and deep client engagement.

We are keen to meet advisers who:

  • Are Chartered or actively working towards Chartered status

  • Have the gravitas,intelligence,and interpersonal skills to work with highly successful professionals

  • Are comfortable generating new business through their own credibility, connections, and insight

  • Build lasting relationships based on trust, discretion, and high standards of service

  • Want to contribute to a culture of excellence and thoughtful client care

This is a rare opportunity to work at the top end of the wealth management market, with full infrastructure and support behind you and plenty of scope to make your mark.


Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.