Are you a Financial Adviser looking to step away from KPI-driven targets and an aggressive sales-led environment? Are you looking for a role where you are not tied to a desk or constant product focus, and instead can concentrate on building long-term relationships with high-quality HNW/UHNW clients? This is a genuinely rare opportunity for a Financial Adviser to work within a boutique St James's Place Wealth Management firm based in the City, who are offering a clear long-term succession pathway, equity in the business, and the opportunity to take over an established client base and ultimately run the business over time. This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth. You will work directly alongside the Managing Director, building deep client relationships, driving planning conversations, and being fully embedded in the client journey rather than operating in a constrained or production-led environment. Over the next 5 years, the intention is for the MD to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing financial planning Develop and deepen relationships with HNW/UHNW clients and their families Present cashflow planning (Voyant) and wider financial planning strategies Build relationships with the next generation of clients Gradually take ownership of long-standing client relationships from day one About You 3-4+ years' experience as a Financial Adviser Level 4 Diploma in Regulated Financial Planning Confident supporting HNW/UHNW clients Strong interpersonal skills with the ability to build trusted, long-term relationships Polished, professional, and commercially aware Comfortable taking ownership of client relationships and planning conversations What's On Offer £80,000 - £90,000 base salary + bonus Equity in the business Increasing equity in the business over time Genuine long-term succession pathway within a boutique firm Taking ownership of client relationships from day one alongside the MD This is a rare opportunity for a Financial Adviser who wants to move away from transactional or KPI-driven environments and instead focus on meaningful, long-term client relationships. You will be trusted as an adviser from day one, embedded in a high-quality client base, and developed into a senior figure within the business with a clear path to succession, equity and leadership over time. If you are looking for genuine autonomy, high-quality relationships, and a long-term route into business leadership, this is one of the most exciting opportunities in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
May 12, 2026
Full time
Are you a Financial Adviser looking to step away from KPI-driven targets and an aggressive sales-led environment? Are you looking for a role where you are not tied to a desk or constant product focus, and instead can concentrate on building long-term relationships with high-quality HNW/UHNW clients? This is a genuinely rare opportunity for a Financial Adviser to work within a boutique St James's Place Wealth Management firm based in the City, who are offering a clear long-term succession pathway, equity in the business, and the opportunity to take over an established client base and ultimately run the business over time. This is a relationship-led environment with a high-quality client base made up predominantly of City professionals (bankers, lawyers, accountants), with a strong focus on long-term financial planning and intergenerational wealth. You will work directly alongside the Managing Director, building deep client relationships, driving planning conversations, and being fully embedded in the client journey rather than operating in a constrained or production-led environment. Over the next 5 years, the intention is for the MD to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, not a theoretical one, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing financial planning Develop and deepen relationships with HNW/UHNW clients and their families Present cashflow planning (Voyant) and wider financial planning strategies Build relationships with the next generation of clients Gradually take ownership of long-standing client relationships from day one About You 3-4+ years' experience as a Financial Adviser Level 4 Diploma in Regulated Financial Planning Confident supporting HNW/UHNW clients Strong interpersonal skills with the ability to build trusted, long-term relationships Polished, professional, and commercially aware Comfortable taking ownership of client relationships and planning conversations What's On Offer £80,000 - £90,000 base salary + bonus Equity in the business Increasing equity in the business over time Genuine long-term succession pathway within a boutique firm Taking ownership of client relationships from day one alongside the MD This is a rare opportunity for a Financial Adviser who wants to move away from transactional or KPI-driven environments and instead focus on meaningful, long-term client relationships. You will be trusted as an adviser from day one, embedded in a high-quality client base, and developed into a senior figure within the business with a clear path to succession, equity and leadership over time. If you are looking for genuine autonomy, high-quality relationships, and a long-term route into business leadership, this is one of the most exciting opportunities in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
Are you an St James's Place Financial Adviser looking to move into a more boutique, relationship-led environment with greater autonomy and a genuine long-term succession opportunity? Or perhaps you are currently operating within a larger, KPI-driven structure and are looking for a role where you can focus more on holistic financial planning, deeper client relationships, and long-term wealth management rather than constant production targets. This is a genuinely rare opportunity for a Financial Adviser to join a highly regarded boutique SJP Wealth Management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to ultimately take over leadership of the firm over time. With significant AUM, the business has built an exceptional reputation working with City professionals including bankers, lawyers and accountants, with a strong emphasis on long-term financial planning, intergenerational wealth planning, and trusted client relationships. You will work directly alongside the Managing Director, becoming embedded in the client base from day one and gradually taking ownership of long-standing relationships. This is a relationship-led environment where advice quality and client outcomes take priority over aggressive sales activity. Over the next 5 years, the MD intends to gradually step back and transition leadership and client responsibility to the right individual. This is a genuine, structured succession plan with equity on offer and the opportunity to run the business over time. The Role Work directly with the MD on client relationships and ongoing financial planning Develop and deepen relationships with HNW/UHNW clients and their families Present cashflow planning (Voyant) and broader financial planning strategies Build relationships with the next generation of clients Gradually take ownership of the MD's long-standing client relationships from day one About You 3-4+ years' experience as a Financial Adviser Level 4 Diploma in Regulated Financial Planning Experience working with HNW/UHNW clients Strong relationship-building and interpersonal skills Polished, professional and commercially aware Looking for a long-term home with genuine progression and autonomy What's On Offer £80,000 - £90,000 base salary + bonus Equity in the business Increasing equity over time Genuine succession pathway within a boutique firm Taking ownership of client relationships from day one alongside the MD High-quality HNW/UHNW client base Mature, relationship-led culture with no sales targets Flexible/hybrid working This is an outstanding opportunity for a Financial Adviser who wants to move away from transactional advice and into a genuinely relationship-led planning environment with a long-term route into business ownership and leadership. You will be trusted as an adviser from day one, embedded within a high-quality client base, and developed into a senior figure within the business over time. If you are looking for genuine autonomy, high-quality client relationships, and a clear succession pathway with equity attached, this is one of the most exciting opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
May 12, 2026
Full time
Are you an St James's Place Financial Adviser looking to move into a more boutique, relationship-led environment with greater autonomy and a genuine long-term succession opportunity? Or perhaps you are currently operating within a larger, KPI-driven structure and are looking for a role where you can focus more on holistic financial planning, deeper client relationships, and long-term wealth management rather than constant production targets. This is a genuinely rare opportunity for a Financial Adviser to join a highly regarded boutique SJP Wealth Management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to ultimately take over leadership of the firm over time. With significant AUM, the business has built an exceptional reputation working with City professionals including bankers, lawyers and accountants, with a strong emphasis on long-term financial planning, intergenerational wealth planning, and trusted client relationships. You will work directly alongside the Managing Director, becoming embedded in the client base from day one and gradually taking ownership of long-standing relationships. This is a relationship-led environment where advice quality and client outcomes take priority over aggressive sales activity. Over the next 5 years, the MD intends to gradually step back and transition leadership and client responsibility to the right individual. This is a genuine, structured succession plan with equity on offer and the opportunity to run the business over time. The Role Work directly with the MD on client relationships and ongoing financial planning Develop and deepen relationships with HNW/UHNW clients and their families Present cashflow planning (Voyant) and broader financial planning strategies Build relationships with the next generation of clients Gradually take ownership of the MD's long-standing client relationships from day one About You 3-4+ years' experience as a Financial Adviser Level 4 Diploma in Regulated Financial Planning Experience working with HNW/UHNW clients Strong relationship-building and interpersonal skills Polished, professional and commercially aware Looking for a long-term home with genuine progression and autonomy What's On Offer £80,000 - £90,000 base salary + bonus Equity in the business Increasing equity over time Genuine succession pathway within a boutique firm Taking ownership of client relationships from day one alongside the MD High-quality HNW/UHNW client base Mature, relationship-led culture with no sales targets Flexible/hybrid working This is an outstanding opportunity for a Financial Adviser who wants to move away from transactional advice and into a genuinely relationship-led planning environment with a long-term route into business ownership and leadership. You will be trusted as an adviser from day one, embedded within a high-quality client base, and developed into a senior figure within the business over time. If you are looking for genuine autonomy, high-quality client relationships, and a clear succession pathway with equity attached, this is one of the most exciting opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
Are you a client-facing Paraplanner within an St James's Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression? Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role. This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time. This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth. You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time. Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing planning Attend client meetings and act as a key point of contact Prepare meeting packs and support cashflow modelling (Voyant) Build relationships with HNW/UHNW clients and their families Develop relationships with the next generation of clients Gradually take ownership of long-standing client relationships About You 3-5+ years' experience in a client-facing Paraplanner role Level 4 Diploma Ideally already exposed to clients or attending meetings regularly Confident working with HNW/UHNW clients Strong interpersonal and relationship-building skills Polished, professional and commercially aware Keen to progress into a more senior, client-facing advisory role over time What's On Offer £65,000 - £70,000 base salary + bonus and benefits Equity in the business Equity increases over time as responsibility grows Genuine succession pathway into ownership of a client book and the business Full client exposure from day one alongside the MD High-quality HNW/UHNW client base Clear route into advising, leadership and long-term business ownership This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time. If you're looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
May 12, 2026
Full time
Are you a client-facing Paraplanner within an St James's Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression? Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role. This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time. This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth. You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time. Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing planning Attend client meetings and act as a key point of contact Prepare meeting packs and support cashflow modelling (Voyant) Build relationships with HNW/UHNW clients and their families Develop relationships with the next generation of clients Gradually take ownership of long-standing client relationships About You 3-5+ years' experience in a client-facing Paraplanner role Level 4 Diploma Ideally already exposed to clients or attending meetings regularly Confident working with HNW/UHNW clients Strong interpersonal and relationship-building skills Polished, professional and commercially aware Keen to progress into a more senior, client-facing advisory role over time What's On Offer £65,000 - £70,000 base salary + bonus and benefits Equity in the business Equity increases over time as responsibility grows Genuine succession pathway into ownership of a client book and the business Full client exposure from day one alongside the MD High-quality HNW/UHNW client base Clear route into advising, leadership and long-term business ownership This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time. If you're looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
May 12, 2026
Full time
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
