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Financial Adviser – Boutique IFA Firm
An Exclusive Opportunity to Build a Career with a High-Calibre Boutique Wealth Management Firm. A prestigious, employee-owned Independent Financial Planning firm is looking for an ambitious Financial Adviser to join its expanding team. This is a unique opportunity for an adviser who values quality over volume, working with high-net-worth clients (HNW) in a firm that prioritises long-term relationships, strategic financial planning, and professional development.
Salary: Up to £80,000, Bonses should see you earning more than £100,000)
Why Join This Firm?
Work with High-Net-Worth Clients – The firm’s client base consists of business owners, professionals, and HNW individuals, with an average Assets Under Management (AUM) exceeding £1 million per client.
- Hybrid Working Arrangements – Enjoy the flexibility of a hybrid working model, allowing you to work both from the office and remotely while maintaining a strong connection with clients and the team.
- Mentorship & Career Growth – Benefit from one-on-one mentorship from a Senior Adviser, guiding you in developing your client portfolio and refining your financial planning skills.
- Quality Over Volume – This is a relationship-driven advisory role, where your success is measured by client outcomes, not sales targets. The firm focuses on strategic wealth management rather than transactional sales.
- Strong Professional Connections & Support – Leverage the firm’s extensive introducer network and collaborate with a team of highly experienced professionals to expand your client base.
Role Responsibilities:
- Provide tailored, independent financial advice to HNW clients across investment management, retirement planning, inheritance tax planning, and wealth preservation strategies.
- Develop and maintain long-term client relationships, focusing on strategic financial planning rather than high-volume transactions.
- Work collaboratively with the team to build strong professional connections and generate high-quality referrals.
- Uphold the firm’s values of client-first advice, independence, and long-term thinking.
To be considered:
- A motivated and ambitious financial advisor seeking a firm that values quality over quantity.
- Someone who enjoys building deep client relationships and working with high-net-worth individuals.
- An adviser looking for flexibility with hybrid working options, while still being part of a collaborative team environment.
- A professional who wants to be mentored by a Senior Adviser and develop into an industry-leading expert
