Job Description:

Job Title: Financial Adviser

Basic Salary: £50,000 - £70,000 Basic, OTE £100,000 - £120,000

Location: City of London, Hybrid

About the Firm

Our client is a highly successful, boutique St. James’s Place Partner Practice, providing holistic, long-term financial planning to a loyal, mid-to-high-net-worth client base. The firm offers comprehensive advice across pensions, investments, tax planning, inheritance planning, and school fee planning, with a strong emphasis on quality, relationships, and long-term outcomes.

The Role

Swarm Recruitment is working in partnership to appoint an experienced Financial Adviser to join a growing advisory team in London.

This is an employed position offering the opportunity to take ownership of an established HNW client portfolio from day one, while also being supported to grow and develop further through high-quality leads, referrals, and a strong internal support structure.

Whether you are looking to accelerate earnings, deepen your exposure to complex planning, or build a long-term legacy within a supportive private wealth environment, this role offers both autonomy and backing in equal measure.

Salary & Benefits:

Basic Salary: £50,000 – £70,000 (dependent on experience)
OTE - £100,000 - £120,000
Uncapped discretionary bonus and fee-share opportunities
Established HNW client bank provided
Full paraplanning, administration, and marketing support
Ongoing training, coaching, and professional development
24 days’ holiday plus your birthday off
Additional holiday accrued with length of service
Medicash Health Plan
Life Assurance
Income Protection

Working Hours:

Monday – Friday
Hybrid working available: Expected to be in the London office on Lombard Street at least two to three days a week.
Client Meetings: May involve attending meetings with Clients.

Desired Experience:

Minimum 3 years’ experience as a Financial Adviser / Wealth Adviser
Level 4 Diploma in Financial Planning – essential
Level 6 / Chartered status – preferred
Experience advising high-net-worth clients and managing complex planning needs
Proven track record of delivering strong client outcomes
Commercially minded, relationship-driven, and values-led
Ambitious, professional, and motivated to build a long-term career

Responsibilities & Duties:

Deliver High-Quality Financial Advice - Provide tailored, holistic financial planning advice to HNW clients across investments, pensions, tax planning, and estate structuring.
Manage & Grow Client Relationships - Take ownership of an established client bank while proactively deepening relationships and uncovering additional planning opportunities.
Business Development & Growth - Grow your book organically through referrals, professional connections, and high-quality internal leads.
Collaborate with Internal Specialists - Work closely with paraplanning, administration, and business development teams to ensure efficient, compliant, and high-quality client delivery.
Maintain Technical & Market Knowledge - Stay informed on market trends, legislative changes, and planning strategies to ensure advice remains current and appropriate.
Collaborate Cross-Functionally - Work closely with leadership, marketing, operations, and compliance to ensure CRM systems, workflows, and lead pipelines support adviser effectiveness at scale.

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Types: Full-time, Permanent

Pay: £50,000.00-£120,000.00 per year

Benefits:

Company events
Company pension
Life insurance
Private medical insurance
Work from home

Experience:

Wealth Management: 3 years (required)

Work Location: Hybrid remote in London EC3V 9BQ

Swarm Recruitment

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