Private Client Investment Adviser - Entrepreneurial Model

This opportunity is designed for experienced advisers who have outgrown large corporate environments and are seeking a boutique, FCA-regulated firm that supports an entrepreneurial approach.

You'll have the opportunity to manage your own client book within established governance and compliance frameworks, benefiting from a competitive revenue share, flexible working arrangements, and institutional-grade infrastructure.

The Role This is not a trainee position or a build-from-scratch opportunity. It is intended for experienced advisers who already manage private clients on an Execution Only, Advisory, or Discretionary basis and are seeking a more flexible operating model with performance-linked remuneration.

You'll bring your existing client relationships and transition them onto a regulated investment platform. From there, you'll continue managing and developing client relationships in accordance with FCA requirements, supported by dedicated compliance, operational, and technology infrastructure.

• Key Responsibilities Transition your existing private client book onto a regulated investment platform.


• Drive the organic growth of your client portfolio while maintaining robust client records and governance standards.


• Conduct regular client reviews, including portfolio updates and objective reassessments.


• Build long-term client relationships through suitable advice and portfolio management.

About the Firm Our client is an established London-based, FCA-regulated investment advisory firm providing tailored investment solutions to affluent and high-net-worth individuals. Advisers have access to a broad range of investment solutions, including equities, bonds, derivatives, and money market funds, supported by an established investment infrastructure.

• Benefits Competitive revenue share.


• Flexible working structure.


• Access to market-leading platforms and investment solutions.


• Ongoing regulatory and operational support.


• Opportunities to expand professional networks.


• The Person At least five years' experience in private client investment or advisory.


• Currently managing UK-based clients with a transferable client book.


• RDR compliant with the CISI Level 4 Investment Advice Diploma (or equivalent).


• Holds a valid Statement of Professional Standing (SPS).


• Commercially minded, self-motivated, and focused on building long-term client relationships.

What's Next If you're looking to take greater ownership of your client relationships within a flexible, performance-based structure, we'd welcome the opportunity to discuss this opportunity with you.

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This listing is from Reed. View original listing ↗