Senior Wealth Advisor for HNW Clients | Chartered Planner

Isio; Birmingham; Híbrido; GBP 60.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development opportunities

Flexible working arrangements

Team building and social events

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Financial planning

Wealth consulting

Commercial outlook

Entrepreneurial mindset

Relationship building

Educación

Chartered Financial Planner or working towards Chartered status

Descripción del empleo

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.