Financial Adviser​/Wealth Manager

An owner-managed Private Investment Office with a modern, advice-led model is seeking to appoint an experienced and technically proficient Financial Adviser / Wealth Manager
. This hire forms part of a defined succession plan and offers the opportunity to take over a high-quality book over a 12–18 month period. This is not a cold start or sales-heavy role — rather, a transition into an already established, advice-focused portfolio with long-term relationship ownership.

The firm serves a select HNW and UHNW client base and offers holistic financial planning alongside investment advisory. Operating without vertical integration or product bias, the business functions more like a multi-family office or private office than a traditional IFA or bank. Advice is coordinated across investment, tax structuring, protection, pensions, and intergenerational wealth planning. New clients are typically introduced via long-standing professional networks, not volume-driven lead generation.

• Transition and manage client assets across a defined book of HNW family relationships
• Deliver comprehensive financial advice including regulated investments, pensions, estate planning, and insurance
• Build and maintain deep, trust-based relationships with existing clients and their families
• Collaborate with tax, legal, and investment specialists to deliver coordinated solutions
• Originate new HNW relationships via networking and introducer channels (no cold calling or purchased leads)
• Leverage internal tools such as cash flow modelling, CRM systems (e.g., Salesforce), and digital reporting platforms
• Contribute to ongoing business evolution, client experience, and thought leadership

• Level 4 qualified (minimum) with a track record of advising clients with £2M+ investable assets
• Minimum 2 years in a CF30 advisory role within wealth management, financial planning, or private client advisory
• Strong ethical standards, emotional intelligence, and long‑term client stewardship capability
• Gravitas and communication skills to interact confidently with entrepreneurial, UHNW, and family office‑type clients
• Comfortable managing a hybrid role with national travel and office presence in the South East
• Some origination capability preferred, especially in the £2M+ segment

• £70,000–£110,000 base salary depending on experience, seniority, and qualifications
• Discretionary bonus scheme with realistic total compensation up to £150K
• Structured pathway to equity participation for high‑performing advisers
• Private medical cover, pension scheme, and professional development budget
• High‑quality tech stack, cash flow modelling software, and fully FCA‑compliant reporting tools
• Access to a lean, non‑bureaucratic partnership environment with a long‑term succession route

This is a high‑integrity, long‑term opportunity for an adviser seeking meaningful client relationships, not transactional sales. You’ll be stepping into a well‑defined client bank with proven revenue and room for growth, while also developing your own networks and shaping the future of a modern private office proposition. The firm supports flexibility, professional autonomy, and will actively invest in the right individual’s growth — both professionally and commercially.