Full job descriptionFinancial Adviser / Wealth Manager – Potential Equity Participation
Location: Cobham, Surrey
Remuneration: Bespoke package, earnings guarantees and potential equity
An established boutique wealth management firm is seeking an experienced Financial Adviser or Wealth Manager to help drive its next phase of growth.
Working exclusively with private clients, typically in the £1m–£15m wealth bracket, the business offers comprehensive financial planning and wealth management supported by an established Paraplanning and Administration team.
Following external investment, the firm has ambitious plans for the next five years and is looking for commercially minded Advisers who want to contribute to that growth and potentially share in its long-term success.
The Opportunity
This role is focused on developing new client relationships and introducing assets to the business. It would suit an experienced Adviser with strong existing relationships, ideally a transferable client book, who is interested in an entrepreneurial opportunity within an established firm.
Some existing clients may be available to support your initial transition, although the primary focus will be building and developing your own client portfolio.
Key responsibilities
*Introduce and develop HNW and UHNW private client relationships.
*Build a sustainable pipeline through your network, referrals and professional connections.
*Deliver tailored financial planning and wealth management advice.
*Manage ongoing client relationships and maintain high service standards.
*Work with Paraplanners and Administrators to deliver advice and implementation.
*Contribute to the firm’s wider growth alongside an experienced team of Advisers and Partners.
*Maintain appropriate advice records and meet regulatory requirements.
About you
*An experienced Financial Adviser or Wealth Manager with a strong private client background.
*Level 4 Diploma in Regulated Financial Planning, or equivalent, as a minimum.
*A track record of winning business and developing lasting client relationships.
*Ideally, an existing transferable client book, or strong client relationships with realistic potential to follow you, subject to contractual obligations.
*Commercial drive, sound technical knowledge and the confidence to work independently.
*Based within a commutable distance of Cobham, Surrey.
What’s on offer
The firm is prepared to structure a competitive package around your current earnings, experience and the business you could introduce. This may include:
*Guaranteed earnings matching your current total remuneration, including salary and bonuses, for at least the first two years, with scope for more for the right individual.
*Potential equity participation, subject to agreement.
*Full Paraplanning and Administration support.
*Potential access to some existing clients during the initial transition.
*Significant long-term earning potential as your client portfolio grows.
There is no fixed remuneration ceiling for the search. The firm welcomes conversations with strong candidates and will consider packages individually.
Apply with your CV for a confidential discussion about your experience, expectations and longer-term ambitions.