Employed Financial Adviser – Clients provided

This Employed Financial Adviser opportunity with Clients provided in Private Wealth Location is built around managing and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring. It would suit someone who can bring strong professional approach to the role.

Where the work sits

We’re part of Apollo Group – a fast-growing collective of specialist financial advice, business services, and client experience teams. James’s Place, but we move at the pace of a startup and operate with the care of a family office.

How the role works day to day

Managing and deepen client relationships, delivering strategies across investments, pensions, tax planning, and estate structuring. Stay ahead of financial trends to ensure your clients receive the most up-to-date guidance. Provide high-quality, tailored financial advice to HNW individuals, families, and institutions.

What helps in this setting

Strong professional approach.

Practical details

• London | Employed Role | £50,000–£70,000 Base + Uncapped Earnings.
• Client Book Provided: Hit the ground running with a portfolio of high-net-worth clients from day one.
• Top-Tier Support: Focus on advising, not admin — with access to quality leads, full paraplanning, admin, and marketing support.
• Big Earnings Potential: Competitive salary (£50k–£70k DOE) + generous discretionary pay scheme and uncapped fee-share opportunities.

What needs to be in place

• Minimum 3 years’ experience as a Financial Adviser/Wealth Adviser.
• Level 4 Diploma (required), Level 6/Chartered status (preferred).
• Experience working with high-net-worth and complex client needs.

Job details

• Benefits mentioned: Holiday allowance, Training