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Permanent

Financial Adviser to Take Over from MD - London - £80k - £90k + Bonus and Benefits + Equit

London
money-bag 80000.00-80000.00 Annual
3108529196
Posted Yesterday

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 RoleWork directly with the MD on client relationships and ongoing financial planningDevelop and deepen ..... full job details .....

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