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
Work Location: Hybrid remote in London EC3V 9BQ
