Employed Financial Adviser – Premium Clients Provided | Accelerate Your Earnings & Influence with a High-Growth Wealth Management Practice

Henley-on-Thames

Up to £70,000 Basic + Uncapped Bonus Structure (OTE £100k+) + Exceptional Benefits

Step Into a High-Value Client Bank and Build a Powerful Advisory Career

An ambitious, fast-scaling wealth management practice is searching for a commercially driven, diploma-qualified Financial Adviser ready to elevate their career to the next level. Since launching in 2017, the firm has grown rapidly to oversee more than £130m in client assets, earning an outstanding reputation for delivering sophisticated, relationship-led financial planning to affluent individuals, families, and professionals.

Now entering an exciting new phase of expansion — including the launch of a new office and continued regional growth — the business is offering a rare opportunity to inherit a substantial, revenue-generating client portfolio from day one while benefiting from a consistent flow of inbound opportunities.

If you are a dynamic adviser who thrives on client engagement, relationship building, and converting opportunity into revenue, this role offers the platform, infrastructure, and momentum to significantly increase your earnings and influence.

The Opportunity

This is not a role where you are expected to build from scratch.

You will inherit an established bank of approximately 150–200 existing clients, giving you immediate access to recurring income opportunities and a warm platform for further growth. Supported by an experienced paraplanning and administration team, your focus will be firmly on what you do best — advising clients, deepening relationships, uncovering opportunities, and generating new business.

You will deliver holistic financial planning advice across investments, pensions, protection, and estate planning while capitalising on firm-generated enquiries and referrals.

For ambitious advisers with strong commercial instincts, this is a genuine opportunity to build a highly lucrative long-term career within a progressive and entrepreneurial practice.

What You’ll Be Doing

• Take ownership of an established client portfolio of 150–200 households
• Conduct high-quality annual reviews and ongoing planning meetings
• Deliver holistic advice across pensions, investments, protection, and estate planning
• Maximise opportunities within the existing client bank through cross-referrals and additional planning needs
• Convert warm inbound enquiries and firm-generated leads into new business revenue
• Build long-term trusted relationships with affluent clients and their families
• Work closely with paraplanners and administrators to deliver a premium client experience
• Maintain compliant and accurate client documentation aligned with FCA standards

What Success Looks Like

• Conducting approximately 10–15 client meetings per week
• Consistently identifying and converting new planning opportunities
• Building strong recurring revenue streams from your inherited clients
• Delivering exceptional client outcomes and long-term retention
• Becoming a key revenue-generating adviser within a growing regional practice

What We’re Looking For

• Level 4 Diploma qualified in Financial Planning as a minimum
• Minimum 2 years’ experience as a Financial Adviser post-qualification
• Currently FCA approved
• Strong technical knowledge across pensions, investments, and protection
• A highly professional and consultative approach to client relationships
• Strong commercial awareness and a natural ability to identify opportunities
• Self-motivated, ambitious, and target-driven
• Excellent interpersonal and presentation skills

Highly Desirable

• Chartered status or working towards Chartered Financial Planner
• Experience in cashflow modelling, inheritance tax planning, or later-life advice
• Experience advising business owners, professionals, or HNW clients
• Knowledge of the Thames Valley / Berkshire market

What’s on Offer

• Basic salary up to £70,000 depending on experience
• Uncapped bonus structure with 10% of Initial Advice Fees on all new business written
• Immediate access to a valuable and established client bank
• Ongoing inbound enquiries and lead generation support
• Full paraplanning and administration support
• Matched pension contributions
• Private medical insurance
• Income protection and death in service cover
• Laptop and full support infrastructure
• Clear long-term progression within a highly ambitious and expanding business

This is an outstanding opportunity for a relationship-focused Financial Adviser who wants to inherit quality clients, maximise earnings potential, and join a business with genuine momentum and long-term ambition.

To apply confidentially or find out more, contact Ryan at Financial Divisions.