Financial Adviser / Associate Adviser
An established, community-focused financial planning firm in Blackheath is looking to appoint a new Adviser as part of its continued growth.
Founded in 2012, the firm has grown steadily through referrals and long-term client relationships and now manages approximately £115m AUM. With a team of around 15 staff and the backing of Quilter as an Appointed Representative, they combine the stability and infrastructure of a larger organisation with the culture and personal approach of a boutique practice.
This is not a heavily sales-driven environment. The emphasis is on delivering thoughtful, long-term financial advice and building trusted relationships with clients rather than aggressive business development or chasing production targets.
- Blackheath, SE London
- OTE c.£80,000 - £100,000 for experienced advisers
- Employed or Self-Employed options available
The Opportunity
The majority of business is internally generated or referral-based, meaning there is no expectation to build a client bank from scratch.
- The firm is open-minded regarding experience level and would consider either:
- • An existing Diploma-qualified Financial Adviser
- • A Paraplanner / Associate Adviser looking to step properly into advice
The role will involve
- • Providing holistic financial planning advice to existing and new clients
- • Managing and developing long-term client relationships
- • Conducting client meetings and ongoing reviews
- • Working closely with experienced advisers and support staff
- • Delivering high-quality, client-focused advice across pensions, investments and retirement planning
- What They’re Looking For
- • Level 4 Diploma qualified or close to completion
- • Experience within financial planning / wealth management
- • Strong interpersonal and relationship-building skills
- • A client-focused mindset and genuine interest in helping people
- • Someone who values quality advice and long-term relationships over purely sales-driven environments
Salary & Benefits
- • £35,000 - £45,000 basic salary depending on experience
- • Experienced advisers can realistically achieve OTE c.£80,000 - £100,000
- • Bonus structure in place
- • Supportive and collaborative office environment
- • Some flexibility for hybrid working once established
Location
The firm is based in Blackheath, SE3. Due to the collaborative nature of the business, candidates will ideally live within a reasonable commuting distance (areas such as Bromley, Dartford, Sevenoaks, Southwark and surrounding locations).
This opportunity would particularly suit somebody looking to build a long-term career within a genuinely relationship-led financial planning firm where client outcomes and quality advice are prioritised above aggressive sales culture.