Employed Financial Adviser – Client Bank Provided

About the role

This is a full‑time employed Financial Adviser position within a high‑growth wealth management practice based in Henley‑on‑Thames. You will inherit an established client bank and benefit from a strong inbound lead flow, allowing you to focus on delivering holistic financial planning.

Key responsibilities

• Manage an assigned portfolio of 150–200 clients as the primary adviser
• Conduct annual reviews and ongoing financial planning meetings
• Provide holistic advice across investments, pensions, protection and estate planning
• Identify planning opportunities within existing relationships
• Convert inbound enquiries and firm‑generated leads into new business
• Prepare or oversee suitability reports and maintain accurate client records
• Ensure advice complies with FCA regulatory standards
• Collaborate with paraplanning and administration teams to deliver a seamless client experience

Required profile

• Level 4 Diploma in Financial Planning (essential)
• Minimum 2 years post‑qualification experience as a Financial Adviser
• Strong technical knowledge of pensions, investments and protection
• Proven ability to manage an existing client bank
• Excellent communication and relationship‑building skills
• Commercial mindset with a focus on new business opportunities
• Ability to work independently and manage a busy diary
• Chartered status (or working towards) desirable

Required skills

What we offer

• Basic salary £65,000‑£70,000 per year plus bonus (OTE £100k+)
• Full benefits package
• Established client bank and strong inbound lead flow from day one
• Supportive operational and technical infrastructure
• Opportunities for professional development and growth within a £130m+ AUM firm