Financial Adviser – Wealth Management (HNW / UHNW Clients)
Location: London / South East
Salary: to £85,000 + excellent benefits
Working Model: Hybrid
An outstanding opportunity has arisen for an experienced Financial Adviser to join a highly regarded wealth management business, working with High Net Worth and Ultra High Net Worth clients.
This is a senior, client-facing role combining relationship management, holistic financial planning, and business development. You’ll work closely with a team of in-house specialists across investments, pensions, and tax to deliver a truly comprehensive service to clients.
The Role
- Manage and develop relationships with HNW and UHNW clients
- Provide holistic financial planning advice across investments, pensions, and tax
- Drive new business through both internal referrals and external networking
- Work closely with internal specialists to deliver tailored client solutions
- Build a deep understanding of client objectives, risk profiles, and long-term goals
- Maintain the highest standards of client service, compliance, and professionalism
About You
- Strong background in wealth management, financial planning, private banking, or investment management
- Proven experience working with HNW/UHNW clients
- Commercial mindset with the ability to generate and develop new business
- Excellent relationship-building and communication skills
- Level 4 Diploma qualified (or equivalent), ideally working towards Chartered status
- A collaborative, client-first approach
Why Apply?
- Work with a prestigious client base and high-value cases
- Access to a full suite of in-house technical specialists
- Strong platform for career progression within a respected organisation
- Hybrid working and excellent overall package
This is a fantastic opportunity for an ambitious individual looking to take the next step in their career within a high-quality, client-focused environment.
For further details, please get in touch.
Sector:
- Financial Services
- Financial Planning
Responsibilities:
