Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity

Salary: Up to £130,000 base (DOE) + 50% bonus on new AUM + 10% discretionary annual bonus + share options

Working pattern: Hybrid — 2 days per week in the office

We are working with a boutique wealth management firm based in the City of London to recruit an experienced Financial Adviser or Wealth Manager on a permanent, hybrid basis.

This is a rare opening at a firm that combines the personalised service of a boutique with the full infrastructure of a larger organisation — in-house discretionary investment management, dedicated paraplanners, compliance professionals, marketing support, and warm inbound leads. You will advise high-net-worth individuals and families on complex financial needs across investments, pensions, tax, and estate planning, with a client AUM profile typically ranging from £500k to £10m+.

The role suits an experienced adviser looking for a long-term platform to build and grow a scalable client book — whether you bring an existing portfolio to port or want to grow through the firm's lead generation and referral network.

COMPENSATION AND BENEFITS

- Base salary up to £130,000 depending on experience

- 50% bonus on new AUM introduced — example: onboard £10m AUM and earn approximately £36,550 bonus

- 10% discretionary annual bonus

- Share option scheme — equity participation for long-term wealth creation

- Hybrid working — 2 days per week in a modern City of London office

- Warm inbound leads and digital marketing support provided

- Top-quartile investment portfolios managed by an in-house investment team

- Full paraplanning and compliance support

WHAT YOU WILL BE DOING

• Advising HNW clients across a broad range of financial matters including investments, pensions, tax planning, and estate planning
• Building strong, trust-based client relationships and conducting regular portfolio and financial plan reviews
• Developing new business through referrals, professional networking, and strategic partnerships
• Collaborating with paraplanners, investment analysts, and the compliance team
• Operating in a consultative, client-first manner — no hard sales or product-pushing culture

Required:

- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) — essential

- Solid experience delivering holistic financial advice to HNW clients with complex needs

- Proven ability to build and retain client relationships and grow AUM

- Confident in new client acquisition through referrals and professional networks

- Entrepreneurial mindset balanced with appreciation for structure and support

Desirable:

- Existing portable client relationships totalling c.£10m AUM (subject to covenant review)

- Chartered Financial Planner status or working towards it

- Experience advising clients in the £500k–£10m+ AUM range