Senior Wealth Advisor for HNW Clients | Chartered Planner

Isio; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Career development opportunities

Flexible work-life balance

Team building and social events

Job summary

A leading wealth advisory firm in the UK is seeking an experienced Wealth Adviser to work with high-net-worth individuals. This role offers a hybrid workstyle and opportunities for career development. Ideal candidates will be Chartered Financial Planners or working toward Chartered status with at least 3 years of experience. Responsibilities include providing exceptional advice, building client relationships, and contributing to the firm's growth. The firm emphasizes strong community among employees and invests in training and development.

Qualifications

• At least 3 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain a client base.
• Experience providing a wide range of holistic advice to clients.
• Willingness to work both independently and collaboratively.

Responsibilities

• Collaborate with colleagues to further client relationships.
• Provide exceptional advice and service to clients.
• Support business growth by servicing new and existing clients.
• Build profile and reputation internally and externally.

Skills

Financial planning

Wealth consulting

Technical skills

Commercial outlook

Entrepreneurial mindset

Client engagement

Education

Chartered Status (or working towards it)

Job description

A leading wealth advisory firm in the UK is seeking an experienced Wealth Adviser to work with high-net-worth individuals. This role offers a hybrid workstyle and opportunities for career development. Ideal candidates will be Chartered Financial Planners or working toward Chartered status with at least 3 years of experience. Responsibilities include providing exceptional advice, building client relationships, and contributing to the firm's growth. The firm emphasizes strong community among employees and invests in training and development.