Full job descriptionEstablished Wealth Management Practice
£70,000 Basic + Bonus (OTE £100k+) + Full Benefits Package
Established Client Bank | Strong Inbound Lead Flow | High-Growth Firm with £130m+ AUM
An excellent opportunity has arisen for an experienced Employed Financial Adviser to join a highly successful and growing wealth management practice based in Henley-on-Thames.
Founded in 2017, the business has grown significantly, now managing over £130m in client assets and continuing to expand through both new client acquisition and long-standing relationships. With a new office opening planned and further growth ambitions in place, this is a fantastic time to join the firm in a key advisory role.
This position offers the rare opportunity to inherit a substantial client bank from day one, alongside ongoing inbound enquiries generated through the firm’s established lead generation channels.


The Opportunity
You will step into a fully supported advisory role, taking ownership of an established portfolio of approximately 150–200 clients. This provides an immediate platform to focus on delivering high-quality holistic financial planning advice, while continuing to grow revenue through new business opportunities.
Your responsibilities will include:
• Managing an assigned client bank of 150–200 clients as the primary adviser
• Conducting regular annual reviews and ongoing financial planning meetings
• Delivering holistic advice across investments, pensions, protection and estate planning
• Identifying planning opportunities within existing client relationships
• Converting inbound enquiries and firm-generated leads into new business
• Preparing or overseeing suitability reports and maintaining accurate client records
• Ensuring all advice meets FCA regulatory and compliance standards
• Working closely with paraplanning and administration teams to deliver a seamless client experience
• Supporting the continued growth and development of the wider business
Once established, you will typically conduct around 10–15 client meetings per week, supported by a strong operational and technical infrastructure.


Requirements
• Level 4 Diploma in Financial Planning (essential)
• Minimum 2 years’ experience as a Financial Adviser post-qualification
• Strong technical knowledge across pensions, investments and protection
• Confident managing an existing client bank
• Excellent communication and relationship-building skills
• Commercial mindset with the ability to identify new opportunities
• Ability to work independently and manage a busy client diary
• Chartered status (or working towards) desirable


What’s on Offer
• £70,000 basic salary (dependent on experience)
• Bonus of 10% initial advice fees on all new business written
• Immediate access to 150–200 established clients
• Strong ongoing flow of inbound client enquiries
• Full paraplanning and administrative support
• High-quality, well-established client relationships from day one
• Private medical insurance, income protection and death in service
• Matched pension contributions
• Full IT and business support infrastructure
• Clear long-term progression within a growing and ambitious firm


Why This Opportunity Stands Out
This is a rare opportunity for an experienced Financial Adviser to inherit a significant client base within a well-established and growing wealth management business.
With strong internal lead generation, full support infrastructure and immediate access to established clients, this role provides an excellent platform to build a long-term, high-performing advisory career.


To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.