Senior Wealth Advisor for HNW Clients | Chartered Planner

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

Benefits offered by this job

Career development opportunities

Flexible working arrangements

Team building and social events

Job summary

A leading advisory firm in the UK is seeking a seasoned Wealth Adviser to provide exceptional service to high-net-worth clients. The ideal candidate will have a Chartered status or be working towards it, with at least 3 years of experience. This role offers a hybrid work model, engaging colleagues and building a robust client network. Join us to advance your career in a culture that values excellence, inclusivity, and growth. Experience meaningful work and contribute to a supportive community across our nationwide offices.

Qualifications

• At least 3 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain a client base.
• Provide a wide range of holistic advice to clients.

Responsibilities

• Collaborate with colleagues to engage clients.
• Provide exceptional advice and service to clients.
• Support the growth of the business.
• Build internal and external profiles.

Skills

Financial planning

Wealth consulting

Commercial outlook

Entrepreneurial mindset

Relationship building

Education

Chartered Financial Planner or working towards Chartered status

Job description

A leading advisory firm in the UK is seeking a seasoned Wealth Adviser to provide exceptional service to high-net-worth clients. The ideal candidate will have a Chartered status or be working towards it, with at least 3 years of experience. This role offers a hybrid work model, engaging colleagues and building a robust client network. Join us to advance your career in a culture that values excellence, inclusivity, and growth. Experience meaningful work and contribute to a supportive community across our nationwide offices.