Financial Planner

Job description

Private Wealth Adviser – National Private Banking-Backed Wealth Firm (Restricted Model with Select Whole-of-Market Access)

A leading national private wealth firm, backed by one of the UK’s largest banking groups, is seeking an experienced Financial Adviser to join its growing team. This is an employed opportunity within a highly supported, infrastructure-rich environment offering strong brand alignment, internal referral opportunities and a well-developed client proposition.

The firm operates a restricted advice model, built around a robust central investment proposition, while also providing access to a carefully curated, white-listed range of whole-of-market products where appropriate. This structure enables advisers to deliver consistent, compliant advice while still maintaining flexibility to meet complex client needs.

Package & Rewards:

• Salary: £60,000 – £80,000 (higher salaries considered for exceptional candidates)
• Bonus: Discretionary c20%, with top performers achieving 60–70% of salary
• Bonus paid twice yearly
• Strong benefits package and full paraplanning/admin support
• High-quality technology and investment infrastructure
• Significant internal referral network via banking channels

The Opportunity:

You will inherit and/or develop a client base depending on location, working with mass affluent and HNW clients typically holding £300,000 – £2m in investable assets. The role suits an adviser comfortable managing an existing book while continuing to generate new business through internal networking and lead conversion.

Ideal Profile:

• Minimum 3+ years’ regulated advice experience
• Proven track record managing a client bank and generating initial fees
• Strong pension and IHT planning capability
• Demonstrated ability to convert leads and onboard clients effectively
• Goal and performance orientated
• Comfortable working remotely while collaborating internally for referrals
• Seeking to align with a trusted, nationally recognised wealth brand

This is an excellent opportunity for advisers who value stability, brand strength, structured investment solutions and meaningful internal lead flow — while retaining enough product flexibility to deliver quality outcomes for clients.

Extra information

Status

Open

Education Level

Secondary School

Location

South East

Type of Contract

Full-time jobs

Published at

01-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English