Independent Financial Adviser

Recruitment Connection; Epsom; Remote; GBP 60,000 - 80,000; Full time

Job summary

A specialist wealth management firm in England is seeking an Independent Wealth Manager to deliver tailored financial advice to high-net-worth clients. The successful candidate will inherit a quality client base and be part of a respected team focused on integrity and professionalism. This role offers a competitive salary, bonuses, and the opportunity for professional development.

Benefits

Competitive salary

Bonus

Fully funded exams & CPD

Pension

Expenses

Qualifications

• Experience in wealth management or financial advisory.
• Strong relationship-building skills with high-net-worth clients.
• Up-to-date knowledge of market trends and regulatory changes.

Responsibilities

• Deliver tailored wealth, pension, and investment advice.
• Build and nurture long-term relationships with HNW clients.
• Stay ahead of market trends and regulatory developments.

Job description

Independent Wealth Manager – Remote (London / South East)

Competitive basic salary (DOE) + bonus + pension + fully funded exams & CPD + expenses

About the Company

Our client is a specialist wealth management firm delivering bespoke pension and investment strategies to high-net-worth individuals. With c.£500m AUM, discretionary permissions, and cutting-edge technology, the firm offers a boutique feel with institutional-level service.

The Opportunity

As an Independent Wealth Manager, you’ll be at the heart of delivering personalised financial advice to a portfolio of high-net-worth clients across London and the South East. You’ll inherit a quality client base and have the freedom to deepen relationships, and drive outcomes that truly make a difference to clients’ financial futures.

Key Responsibilities

• Deliver tailored wealth, pension, and investment advice aligned with each client’s objectives and risk profile.
• Build and nurture long-term relationships with HNW clients, providing exceptional service and proactive financial insight.
• Stay ahead of market trends, tax changes, and regulatory developments to ensure advice remains best-in-class.

Why Join?

• Inherit an established, high-quality client base.
• Be part of a respected, close-knit team that values independence, integrity, and profession...