Lead Wealth Manager – Equity Eligible, Hybrid Flex

HSBC Group; Sheffield; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a wealth management adviser to provide comprehensive financial planning services. The role includes leading client relationships and managing a significant portfolio, requiring proven experience with high-net-worth clients and strong interpersonal skills. Candidates should be CII qualified and possess an entrepreneurial mindset. Flexible hybrid working options are available, and exceptional performers may earn equity in the firm.

Benefits

Flexible working arrangements

Opportunity to earn equity

Qualifications

• Proven experience advising HNW and UHNW clients.
• Track record of originating and growing a client book for senior candidates.
• Minimum 2 years in a CF30 advising role.

Responsibilities

• Deliver wealth management and financial planning services to clients.
• Lead adviser role for a significant client portfolio.
• Service and expand opportunities within existing client base.

Skills

Interpersonal skills

Presentation skills

Written communication skills

Commercial awareness

Entrepreneurial mindset

Team spirit

Education

CII Level 4 or Level 6 qualified

Job description

A leading financial services firm in the UK is seeking a wealth management adviser to provide comprehensive financial planning services. The role includes leading client relationships and managing a significant portfolio, requiring proven experience with high-net-worth clients and strong interpersonal skills. Candidates should be CII qualified and possess an entrepreneurial mindset. Flexible hybrid working options are available, and exceptional performers may earn equity in the firm.