Wealth Management Advisor, UHNW Clients

Undisclosed; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A growing FinTech firm in London seeks an experienced Client Advisor to manage Ultra High Net Worth clients. This role offers a unique opportunity to work in a progressive, collaborative environment focused on innovative financial solutions. Ideal candidates will have extensive experience in investment advice and financial planning, with a strong desire to contribute to a dynamic team culture. The firm values personality fit and offers broad responsibilities that encourage involvement in various initiatives.

Qualifications

• Over 5 years advising UHNW clients, with at least 1 year of advising experience.
• Strong technical knowledge of financial planning including trusts and pensions.

Responsibilities

• Advising Ultra High Net Worth Clients on financial matters.
• Participating in firm-building initiatives and lifestyle financial planning.

Skills

Relationship Building

Investment Advice

Financial Planning

Technical Knowledge

Motivation

Education

Advanced Diploma

Chartered Financial Planner

Tools

Financial Planning Software

Job description

We are working with a growing FinTech firm based in London that delivers institutional-level solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced Client Advisor to their team. This is one of the most exciting FinTechs launched in the last decade, with significant assets under management. Their culture is progressive, collegiate, and characterized by high performance and low ego.

This position is with a highly entrepreneurial firm that has disrupted the Private Wealth Asset Management space by utilizing innovative technology and data. In recent years, the firm has expanded its client and asset base and aims to continue growing. Recent hires include talent from top-tier Institutional and Private Client firms. Several differentiating factors set this firm apart from competitors in a crowded market. It combines the culture of a FinTech startup with the delivery of institutional-level service to sophisticated investors.

They seek a well-rounded candidate capable of managing multiple clients. The ideal candidate will be an experienced advisor interested in reinventing the wealth management industry and thriving in a dynamic, collaborative, ego-free culture. The role requires a combination of a commercial and consultative approach, with knowledge of sophisticated investment products across public and private markets, and a deep understanding of the UK UHNWI market.

As with any role in a smaller, growing firm, responsibilities will be broad, offering significant opportunities for involvement in various initiatives. Key aspects include:

1. Advising Ultra High Net Worth Clients
2. Providing advice on all aspects of clients’ financial lives, including wrappers and investment management interactions
3. Contributing to the firm’s approach to lifestyle financial planning
4. Participating in broader firm-building initiatives

While the firm prioritizes personality fit over CV, the ideal skill set includes:

1. Extensive experience advising UHNW clients, with over 5 years in the industry and at least 1 year of advising
2. Ability to build and maintain relationships with UHNW clients
3. Proven experience providing investment advice across public and private markets
4. Strong technical knowledge of financial planning, including trusts, pensions, and intergenerational planning
5. Experience with financial planning software
6. Advanced Diploma (or within one exam) or Chartered/Certified Financial Planner (Level 6/7)
7. Technical understanding of cash flow-based planning
8. Inquisitive nature and a desire to learn and improve
9. Motivated, with high personal standards
10. Interest in technology development and workflow streamlining
11. Independent thinking
12. Non-hierarchical, ego-free attitude

Due to demand, this role is advertised anonymously. Interested candidates can send a blank application to be contacted for further discussion. Only highly qualified candidates will receive responses.