UHNW Wealth Planner: Lead Advisor with Equity Path

mbf; West Midlands; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Flexible hybrid working

Strong support team

Job summary

A renowned wealth management firm in the West Midlands is seeking an experienced Financial Advisor. You will inherit an established High Net Worth client portfolio, providing tailored financial advice and building strong client relationships. This role offers long-term progression opportunities, including senior leadership responsibilities and equity participation. Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have proven experience in wealth management, making this an excellent career advancement opportunity.

Qualifications

• Proven experience advising high-net-worth clients within wealth management or private banking.
• Highly organized with the ability to manage multiple client relationships effectively.
• Commercially aware with an interest in contributing to business growth.

Responsibilities

• Take ownership of an existing HNW/UHNW client portfolio.
• Deliver holistic financial planning advice across various sectors.
• Build and maintain strong, trust-based relationships with clients.

Skills

Advising High Net Worth clients

Holistic financial planning

Strong technical knowledge across pensions, investments, tax, and estate planning

Confident communication

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 or Chartered

Job description

A renowned wealth management firm in the West Midlands is seeking an experienced Financial Advisor. You will inherit an established High Net Worth client portfolio, providing tailored financial advice and building strong client relationships. This role offers long-term progression opportunities, including senior leadership responsibilities and equity participation. Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have proven experience in wealth management, making this an excellent career advancement opportunity.