Full job descriptionFinancial Adviser – Existing HNW Client Portfolio
Location: Cobham, Surrey
Salary: Negotiable depending on experience
An established boutique wealth management firm is seeking an experienced Financial Adviser to take responsibility for an existing portfolio of HNW and UHNW private clients.
The business typically works with individuals and families in the £1m–£15m wealth bracket, offering a personalised financial planning and wealth management service. Following external investment, the firm is entering a significant period of growth, creating an opportunity to join an established advice team with full Paraplanning and Administration support.


The Opportunity
You will take ownership of existing client relationships, allowing the Partners to devote more time to developing the business. This role would suit a technically strong Adviser who enjoys delivering comprehensive financial planning and building lasting relationships with private clients.
There is no requirement to bring a client book. Some business development will be expected, primarily through referrals, introductions and opportunities arising from existing relationships.


Key responsibilities
*Manage and develop an existing portfolio of HNW and UHNW private clients.
*Deliver tailored financial planning advice across pensions, investments, retirement planning and estate planning.
*Conduct client reviews, identifying changes in circumstances and evolving financial needs.
*Build trusted relationships with clients and their professional advisers.
*Work closely with Paraplanners and Administrators to deliver an efficient, high-quality service.
*Generate organic growth through referrals and introductions.
*Maintain appropriate advice records and meet regulatory requirements.


About you
*An established Financial Adviser or Wealth Planner with genuine HNW/UHNW private client experience.
*Level 4 Diploma in Regulated Financial Planning, or equivalent, as a minimum.
*Strong technical knowledge and the confidence to manage complex client relationships independently.
*Excellent communication skills and a thoughtful, client-focused approach.
*Based within a commutable distance of Cobham, Surrey.


What’s on offer
*An existing client portfolio from the outset.
*Full Paraplanning and Administration support.
*A negotiable salary reflecting your experience and expectations.
*The opportunity to join a boutique firm with substantial investment and ambitious growth plans.
There is no fixed salary band, and experienced candidates are encouraged to apply with their remuneration expectations.
Apply with your CV for a confidential discussion.