Financial Adviser

Ortus PSR Ltd.; City Of London; On-site; GBP 130,000 - 195,000; Full time

Job summary

A leading boutique Wealth Management firm in London seeks an experienced Financial Adviser to cultivate client relationships and provide tailored financial advice. This opportunity includes a competitive salary of up to £130,000, a 50% bonus on managed assets, and equity potential. Ideal candidates possess Diploma Level 4 qualifications and experience in acquiring high-net-worth clients.

Benefits

50% bonus on new client assets under management

Yearly discretionary bonus (10% of salary)

Equity potential

Warm inbound leads and marketing support

Paraplanning and compliance support

Qualifications

• Demonstrable experience in financial advice and client acquisition.
• Transferable client base of £10m–£30m AUM desirable.
• Strong understanding of UK financial planning, tax, and investment products.

Responsibilities

• Build and manage relationships with high-net-worth clients.
• Deliver personalised financial advice covering investment planning, tax, pensions, and estate planning.
• Conduct ongoing reviews to ensure financial strategies align with client goals.

Skills

Financial advice

Client acquisition

Networking

Investment planning

Tax knowledge

Pensions planning

Estate planning

Education

Diploma Level 4 qualified

Job description

Financial Adviser – Boutique Wealth Management Firm – Up to £130,000 + 50% Bonus | Hybrid (City of London)

Exciting Opportunity for Growth-Focused Financial Advisers

A boutique Wealth Management firm in London is looking to hire an experienced Financial Adviser who excels in developing new client relationships and advising high-net-worth individuals. This is an exceptional opportunity for an adviser who wants to build a scalable client book with full support across investment management, paraplanning, marketing, and lead generation.

What’s on Offer:

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

• 50% bonus on new client assets under management (AUM), If you onboard £10 million AUM a year your bonus will be roughly £36,550)

• Yearly discretionary bonus, which is 10% of salary

• Equity potential – share options available for long-term wealth creation

• Hybrid working model – flexible with around 2 days/week in a central London office

• Warm inbound leads and proactive marketing support

• Top-quartile investment portfolios managed by a dedicated in-house investment team

• Full paraplanning and compliance support to keep your focus on clients

Key Responsibilities:

• Build and manage relationships with high-net-worth clients (typically £500,000–£10m AUM)

• Deliver personalised financial advice covering investment planning, tax, pensions, and estate planning

• Actively identify new business opportunities through networking, referrals, and strategic partnerships

• Conduct ongoing reviews to ensure financial strategies align with client goals

• Work alongside paraplanners, investment analysts, and business development teams

Ideal Candidate:

• Diploma Level 4 qualified

• Demonstrable experience in financial advice and client acquisition

• Transferable client base of £10m–£30m AUM (post-covenant) is desirable

• Strong understanding of UK financial planning, tax, and investment products

• Highly motivated, client-focused, and comfortable operating in a boutique environment

Why Join This Firm?

This is more than just a job—it's a long-term career opportunity with a respected City-based wealth management firm that blends independence with institutional-grade resources. The firm values quality over quantity and supports advisers with the infrastructure they need to succeed, including discretionary investment management, digital marketing, and operational support.

Apply Now

If you are an ambitious, growth-oriented Financial Adviser ready to take your career to the next level in a firm that rewards success, apply today. Interviews are taking place now.