Financial Adviser (Employed, Clients Provided)

Location: London (Hybrid – 3 days office / 2 days remote) Salary: £50,000–£70,000 DOE + Uncapped Earnings + Discretionary Bonus : Full-time, Permanent Department: Private Wealth Advisory Reports to: Adviser Development Manager

Role Overview

Our Client an established Wealth Manager is seeking an ambitious, client‑centric Financial Adviser to join our high‑performance Private Wealth Advisory team. This is a rare opportunity to step straight into an existing book of high‑net‑worth clients, supported by a full in‑house paraplanning, administration, and marketing function.

You’ll focus on what you do best — delivering exceptional advice, deepening relationships, and growing a high‑quality portfolio — while we provide the infrastructure, support, and career development to help you excel.

Key Responsibilities

Deliver holistic financial advice to HNW individuals, families, and institutions.
Manage and deepen client relationships with a long‑term, outcomes‑focused approach.
Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management.
Grow your book through referrals, networking, and high‑quality in‑house leads.
Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development.
Stay current with market trends, regulatory changes, and industry best practice.

Required Qualifications & Experience

Minimum 3 years’ experience as a Financial Adviser or Wealth Adviser.
Level 4 Diploma in Regulated Financial Planning (required).
Level 6 / Chartered Financial Planner status (preferred).
Proven experience working with high‑net‑worth clients and complex financial needs.
Demonstrable track record of excellent client outcomes and service delivery.
Strong interpersonal, communication, and relationship‑building skills.

What We Offer

Client Book Provided – Begin with an established portfolio of HNW clients.
Competitive Base Salary – £50,000–£70,000 depending on experience.
Uncapped Earnings – Discretionary bonus and share‑of‑fees scheme.
Full Back‑Office Support – Paraplanning, admin, and marketing handled for you.
Career Growth – Ongoing training, mentoring, and long‑term development pathways.
Hybrid Working – London office with flexible working arrangements.

Benefits

24 days holiday (plus your birthday off), increasing with service
NHS Medicash Health Plan
Life Assurance & Income Protection
Quarterly team socials and events
Collaborative, inclusive team culture

KennedyPearce Consulting

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