Senior Wealth Adviser for HNW Growth

Isio; Glasgow; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Career development opportunities

Ongoing training and development

Flexible work-life balance

Job summary

A leading wealth advisory firm in the United Kingdom is seeking a Senior Wealth Adviser to enhance engagement and success through strong client relationships and exceptional advisory services. The ideal candidate will have a Chartered status and a proven track record of building a high-net-worth client base, contributing to the firm's growth while maintaining compliance with industry standards. This role supports a hybrid work model, enabling flexibility while fostering strong community ties among employees.

Qualifications

• At least 5 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain a high-net-worth (HNW) client base.
• Evidence of providing a wide range of holistic advice to clients.

Responsibilities

• Engage external network to grow a book of clients.
• Provide exceptional advice and service to clients.
• Ensure compliance with high standards in all advice.

Skills

Financial planning

Wealth consulting

Client relationship management

Technical skills

Commercial outlook

Entrepreneurial mindset

Education

Chartered status

Job description

A leading wealth advisory firm in the United Kingdom is seeking a Senior Wealth Adviser to enhance engagement and success through strong client relationships and exceptional advisory services. The ideal candidate will have a Chartered status and a proven track record of building a high-net-worth client base, contributing to the firm's growth while maintaining compliance with industry standards. This role supports a hybrid work model, enabling flexibility while fostering strong community ties among employees.