Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (OTE £100k+)

Employed Financial Adviser - Clients provided - Established Wealth Management Practice

Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package

The Opportunity

A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success.

The Role

This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm.

Key Responsibilities

• Manage and develop an assigned client bank of 150-200 clients as the primary adviser
• Conduct annual reviews and ongoing financial planning meetings
• Deliver holistic advice across investments, pensions, protection, and estate planning
• Identify new business opportunities within the existing client base
• Convert inbound enquiries and firm-generated leads
• Prepare or oversee suitability reports and maintain accurate client records
• Ensure all advice is compliant and aligned with regulatory standards
• Work collaboratively with the wider team including paraplanning and administration

Performance Expectations

• Conduct approximately 10-15 client meetings per week once established
• Contribute to new business targets through referrals and inbound lead conversion
• Maintain high levels of client service in line with the firm's standards

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Currently registered with the FCA as an approved person
• Minimum 2 years' experience as a Financial Adviser post-qualification
• Strong technical knowledge across investments, pensions, and protection
• Excellent interpersonal and client relationship management skills
• Ability to manage a busy diary and work independently
• Commercial awareness with a proactive approach to business development

Desirable

• Chartered status or working towards Chartered Financial Planner
• Experience in cashflow planning, inheritance tax planning, or later life advice
• Experience working with business owners or senior professionals
• Knowledge of the Thames Valley / Berkshire market

What's on Offer

• Basic salary up to £70,000 (dependent on experience)
• Bonus: 10% of Initial Advice Fees (IAF) on all new business written
• Immediate access to a client bank of 150-200 clients
• Regular inbound enquiries generated by the firm
• Paraplanning and administrative support as your client bank grows
• Matched pension contributions
• Private medical insurance, income protection, and death in service cover
• Laptop and full support infrastructure
• Clear progression within a growing and ambitious practice

This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support.

To apply or find out more, please contact Ryan at Financial Divisions.