Senior Wealth Manager

JR United Kingdom; Swindon; Hybrid; GBP 200,000 - 300,000; Full time

Job summary

A leading multinational wealth management firm seeks a Senior Wealth Manager in Swindon. The role offers uncapped earnings potential, flexible work options, and a chance to manage diverse investment portfolios while receiving full administrative support. Candidates must have a regulatory qualification and an existing client book of £10 million AUM.

Benefits

Flexible work model (hybrid, remote, or office-based)

Full administrative support

Career progression opportunities

Access to prestigious private banking partnerships

Qualified leads provided

Qualifications

• Licensed to provide financial advice in your jurisdiction (UK FCA Level 4+, CISI, CII, CFA).
• Minimum £10 million Assets Under Management (AUM) to transition.
• Successful track record in wealth management or financial advising.

Responsibilities

• Deliver best-in-class investment solutions while managing client portfolios.
• Utilize a robust client acquisition strategy including leads and administrative support.
• Work with prestigious private banks to offer bespoke investment opportunities.

Skills

Client management

Financial advising

Investment strategies

Portfolio management

Education

UK FCA Level 4+

CISI

CII

CFA

Job description

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Senior Wealth Manager, swindon, wiltshire

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Client:

James & Partners

Location:

swindon, wiltshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

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.