Senior Financial Adviser – Hybrid | £60,000–£80,000 + Validation & Bonus
Recruit UK are working with a growing and highly regarded financial planning firm who are looking to appoint a Senior Financial Adviser to join their team.
This is an excellent opportunity for an experienced adviser who enjoys working with mid to high-net-worth clients and wants the support of an established business with an existing client bank available. For the right individual, the firm can provide a bank generating between £60,000 and £100,000 recurring income, alongside the opportunity to further develop and grow the portfolio.
The role is ideally suited to a commercially minded, relationship-led adviser who is confident managing existing clients while continuing to generate new business.
The Role:
- Manage and develop a bank of mid to high-net-worth clients
- Deliver holistic financial planning across pensions, investments, and protection
- Grow recurring and new business income through referrals and self-generation
- Build long-term client relationships and provide high-quality ongoing advice
- Work closely with senior leadership and the wider wealth team
Package & Benefits:
- £60,000–£80,000 basic salary
- Validation between 3x–4x recurring and new business income, depending on experience and role
- 25% bonus on income above validation, rising in stages up to a maximum of 40%
- Existing client bank available generating £60k–£100k recurring income
- Hybrid working – work from home on Fridays and one additional agreed day
- Auto-enrolment pension scheme
What They’re Looking For:
- Experienced Financial Adviser with a strong background managing HNW or mid-HNW clients
- Proven ability to retain and grow an existing client bank
- Strong technical knowledge and relationship-building skills
- Commercially driven and capable of developing further business opportunities
Interview Process:
- First stage: Teams interview with senior leadership
- Final stage: Face-to-face meeting with the MD and Director of Wealth
This is a fantastic opportunity for a Senior Adviser seeking autonomy, strong earning potential, and access to an existing client bank within a supportive and growth-focused firm.