Wealth Management Advisor, UHNW Clients

JR United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An innovative FinTech firm in London is seeking an experienced Client Advisor to join their growing team. This role offers the opportunity to advise Ultra High Net Worth Clients, providing comprehensive financial advice and contributing to lifestyle financial planning strategies. The ideal candidate will have a strong background in financial advice, with over 5 years of experience and a deep understanding of the UK UHNWI market. This forward-thinking company combines a startup culture with institutional-level service, making it an exciting place for motivated individuals eager to make a significant impact in wealth management.

Qualifications

• 5+ years of experience delivering financial advice to UHNW clients.
• Strong technical knowledge of trusts, pensions, and intergenerational planning.
• Experience advising on investments across public and private markets.

Responsibilities

• Advising Ultra High Net Worth Clients on financial matters.
• Providing comprehensive financial advice considering investment wrappers.
• Contributing to lifestyle financial planning strategies.

Skills

Client Advisory

Financial Planning

Investment Knowledge

Relationship Management

Technical Knowledge of Trusts and Pensions

Cash Flow Planning

Interest in Technology Development

Education

Advanced Diploma in Financial Planning

Chartered/Certified Financial Planner

Tools

Financial Planning Software

Job description

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 seeking to add an experienced Client Advisor to their team. This innovative firm has launched within the last decade, already managing significant assets. Their culture is progressive, collegiate, high-performance, yet low-ego.

This position is with a highly entrepreneurial firm that has disrupted the private wealth asset management space through technology and data-driven solutions. The firm has expanded its client and asset base recently and aims to continue growing. Recent hires include talent from top-tier institutional and private client firms. The firm 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, with a strong interest in reinventing wealth management. The ideal candidate will possess a blend of commercial and consultative skills, with knowledge of sophisticated investment products across public and private markets, and a deep understanding of the UK UHNWI market.

This role is broad in scope, offering significant responsibilities, including:

• Advising Ultra High Net Worth Clients
• Providing comprehensive financial advice, considering implications for wrappers and investment management
• Contributing to lifestyle financial planning strategies
• Participating in firm-building initiatives

The ideal candidate should have:

• Over 5 years of experience delivering financial advice to UHNW clients, with at least 1 year in a client advisory role
• Proven ability to build and maintain relationships with UHNW clients
• Experience advising on investments across public and private markets
• Strong technical knowledge of trusts, pensions, and intergenerational planning
• Experience with financial planning software
• Advanced Diploma or near completion, or Chartered/Certified Financial Planner (Level 6/7)
• Technical understanding of cash flow-based planning
• Curious, eager to learn and improve
• Motivated, high standards of personal excellence
• Interest in technology development and workflow optimization
• Independent thinking, ego-free attitude

Due to confidentiality, this role is advertised anonymously. Interested candidates are encouraged to send a blank application to be contacted for further discussion. Only highly qualified candidates will be responded to.