Financial Adviser - Wealth Management

About the role

A leading wealth management firm focused on sustainability, excellence and client-centred advice is looking for Investment Advisory Wealth Managers. The role provides independent, personalised guidance to a diverse client base, using licences across several jurisdictions and modern advisory tools, with a focus on holistic wealth management and long-term client relationships.

Key responsibilities

• Cultivate and expand a B2C client base focused on wealth management
• Provide tailored advisory services and keep strong client communication
• Identify financial needs and deliver customised solutions to grow assets under management
• Carry out comprehensive client reviews and build bespoke wealth management strategies
• Use a consultative approach to understand client goals and offer suitable solutions
• Stay informed on global markets and trends to give accurate, up-to-date advice

Required profile

• Bachelor's degree or equivalent experience in business, finance, economics or management
• At least three years of client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications such as CISI, CII or equivalent
• Aspiration for or possession of a UK Level 4 advisory qualification
• Experience with high-net-worth clients preferred; familiarity with investment, offshore, fintech, bond or pension products is advantageous

Required skills

• Service orientation, numerical acumen and attention to detail
• Analytical skills, risk assessment and a proven sales track record
• Integrity, professionalism and collaboration

What we offer

• Opportunities for chartered financial qualifications
• Career advancement and geographical mobility
• Competitive commission-based bonuses
• Comprehensive training programmes for individuals and teams
• Access to client and employee engagement events