Full job descriptionAre you an experienced Financial Adviser looking to work with high-net-worth clients whilst developing relationships within the sports and entrepreneurial community?
This is a fantastic opportunity to join a highly respected London-based wealth management firm that has built a strong reputation for providing sophisticated financial planning advice to successful individuals, entrepreneurs and professional sportspeople.
With continued growth and an expanding client base, they are looking to appoint a Financial Adviser who is passionate about delivering exceptional client outcomes and building long-term relationships.
Why This Opportunity Stands Out
Unlike many advisory roles, this position comes with clients and opportunities already provided. The firm has an established referral network and longstanding relationships that generate a consistent flow of high-quality introductions.
You’ll be joining a collaborative and supportive team with access to experienced paraplanners, administrators and investment specialists, allowing you to focus on providing advice rather than administration.
The business is renowned for:
Existing clients provided
High-net-worth and affluent client relationships
Strong referral and introducer network
Full paraplanning and administrative support
Supportive and collaborative culture
Excellent staff retention
Long-term career progression
Growing presence within the sports and entertainment sector
The Role
You will provide holistic financial planning advice to an established portfolio of clients while developing new relationships from referrals and introductions generated by the business.
Advice areas include:
*Investment Planning
*Retirement Planning
*Pensions
*Estate & Inheritance Tax Planning
*Protection
*Cashflow Modelling
*Intergenerational Wealth Planning
The role offers the opportunity to work closely with successful entrepreneurs, business owners and professional sportspeople, helping them navigate increasingly complex financial planning needs.
The Ideal Candidate
Level 4 Diploma Qualified (minimum)
Proven experience as a Financial Adviser
Strong relationship-building skills
Experience working with affluent or HNW clients
Professional and consultative style
Passion for delivering high-quality client outcomes
Sports industry connections would be highly advantageous
Existing relationships with athletes, agents, clubs or sports professionals would be particularly attractive
A Unique Opportunity Within Sport
This firm has developed a strong reputation for advising professional athletes, former sports professionals and entrepreneurs connected to the sporting world.
If you are currently working with sports clients, have built relationships within the industry, or simply have a genuine passion for this space, we would love to hear from you.
This could be an excellent opportunity to further develop a niche specialism whilst being supported by an established and highly respected wealth management business.
What’s On Offer?
*£65,000 - £70,000 Basic Salary
*Performance Related Bonus
*Clients Provided
*Ongoing Referrals & Introductions
*Hybrid Working
*Full Paraplanning & Administrative Support
*Excellent Benefits Package
*Supportive Team Environment
*Long-Term Career Development
The Culture
This is a business that genuinely invests in its people. The culture is professional, friendly and highly collaborative, with a strong emphasis on teamwork and delivering outstanding client service.
Advisers are supported rather than micromanaged and are given the tools, infrastructure and autonomy needed to succeed.
For those looking to work with quality clients in a mature, supportive environment, this represents a genuinely exciting opportunity.
Interested?
For a confidential discussion, please contact:Laura Warburton