Senior Wealth Manager

JR United Kingdom; Northampton; Hybrid; GBP 200,000 - 260,000; Full time

Job summary

A leading multinational wealth management firm is seeking experienced Senior Wealth Managers and IFAs to expand their influence and client base. Successful candidates will manage a minimum £10 million AUM and benefit from extensive administrative support and a robust client acquisition strategy. This position offers flexible work options and opportunities for career progression within a dynamic firm.

Benefits

Full Administrative Support

Qualified Leads Provided

Flexible Work Model

Career Progression Opportunities

Private Banking Partnerships

Qualifications

• Regulated to provide financial advice in UK or similar jurisdiction.
• Minimum £10 million AUM for transition.
• Proven track record in wealth management or private banking.

Responsibilities

• Advising clients on investment solutions and financial management.
• Utilizing qualified leads and administrative support to grow AUM.
• Accessing diverse investment portfolios and bespoke offerings.

Skills

Regulated Financial Services Qualification

Client Management

Investment Solutions

Financial Advising

Education

UK FCA Level 4+

CISI Certification

CII Certification

CFA Certification

Job description

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UK & International Opportunities

£200,000+ per annum (Uncapped earnings potential)

Locations:

• UK, Switzerland, Europe, UAE, Singapore (Full relocation packages available)
• Hybrid & Remote Wealth Manager positions across the UK, Europe, UAE & the Far East

Compensation:

• £200,000+ per annum (Uncapped earnings potential)

About the Company:

James & Partners are proud to represent a leading multinational external wealth management company with a strong global presence across the US, UK, Switzerland, Malta, Dubai (DIFC), Singapore, and Kuala Lumpur. This firm offers one of the most comprehensive and diverse investment propositions in the wealth management industry, providing exceptional career opportunities for ambitious Wealth Managers and Independent Financial Advisors (IFAs) who are looking to add sophisticated and high grade investment opportunities to the clients portfolios.

The Opportunity:

We are seeking Senior Wealth Managers and IFAs with an existing book of Assets Under Management (AUM) who are looking to expand their client base and enhance their investment offerings. This is an outstanding opportunity for financial professionals who want to deliver best-in-class investment solutions while benefiting from:

Qualified Leads Provided – A robust client acquisition strategy including a lead generation system and book acquisitions to help grow your AUM.

Full Administrative Support – Focus on advising your clients while compliance, research, and client servicing are handled by dedicated teams.

Premier Investment Offerings – Access to diverse and centralised investment portfolios, allowing you to provide competitive and tailored wealth solutions.

Private Banking Partnerships – Work with prestigious private banks offering bespoke investment opportunities for HNW & UHNW clients.

Flexible Work Model – Choose from hybrid, remote, or office-based roles across key global financial centres.

Career Progression & Exit Strategy – Opportunities to advance within a fast-growing firm and a structured buyout option for your book should you wish to retire or exit in the future.

Requirements:

• Regulated Financial Services Qualification – Must be licensed to provide financial advice in your jurisdiction (UK FCA Level 4+, CISI, CII, CFA, etc.).
• Existing Client Book – Minimum £10 million AUM that you can transition.
• Proven Experience – A successful track record in wealth management, financial advising, or private banking.

If you are a high-calibre Wealth Manager or Independent Financial Advisor looking for a dynamic and lucrative career move, we would love to hear from you.