Financial Adviser – High Net Worth Clients

About the role

Join a truly independent, manager‑owned IFA firm that values ethical, whole‑of‑market advice. You will inherit a warm, relationship‑ready book of high‑net‑worth clients and focus on delivering holistic financial planning without sales pressure.

Key responsibilities

• Take ownership of an established book of 75–90 high‑net‑worth client households, many with portfolios exceeding £1 million.
• Provide comprehensive financial planning across pensions, investments, tax planning and estate strategies.
• Deepen client relationships and act as a trusted advisor for long‑term wealth management.
• Collaborate within an adviser pod alongside paraplanners, administrators and compliance professionals.
• Liaise with solicitors, accountants and other external specialists on complex cases.

Required profile

• Qualified Independent Financial Adviser (IFA) with proven experience serving high‑net‑worth clients.
• Strong ethical standards and a commitment to whole‑of‑market, unbiased advice.
• Ability to work autonomously while contributing positively to firm culture.

Required skills

• Pensions
• Investments
• Tax planning
• Estate planning

What we offer

• Competitive base salary up to £70,000 per year.
• Annual bonus potential of up to £20,000.
• Hybrid working model with remote flexibility.
• Full back‑office support from a dedicated paraplanning and admin team.