Wealth Manager

HSBC Group; Sheffield; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a wealth management adviser to provide comprehensive financial planning services. The role includes leading client relationships and managing a significant portfolio, requiring proven experience with high-net-worth clients and strong interpersonal skills. Candidates should be CII qualified and possess an entrepreneurial mindset. Flexible hybrid working options are available, and exceptional performers may earn equity in the firm.

Benefits

Flexible working arrangements

Opportunity to earn equity

Qualifications

• Proven experience advising HNW and UHNW clients.
• Track record of originating and growing a client book for senior candidates.
• Minimum 2 years in a CF30 advising role.

Responsibilities

• Deliver wealth management and financial planning services to clients.
• Lead adviser role for a significant client portfolio.
• Service and expand opportunities within existing client base.

Skills

Interpersonal skills

Presentation skills

Written communication skills

Commercial awareness

Entrepreneurial mindset

Team spirit

Education

CII Level 4 or Level 6 qualified

Job description

Responsibilities

You will deliver the full breadth of wealth management and financial planning services to an established and growing client base. This includes:

• Providing the full spectrum of wealth management and financial planning advice to the firm’s clients, including investment, pension, insurance, and cash flow planning.
• Take on a lead adviser role for a significant portion of the firm’s £130m+ client portfolio, working closely with the CEO and Founder to transition and deepen client relationships.
• Focus primarily on servicing, advising, and expanding opportunities within the existing client base, with additional new client introductions from the senior leadership team.
• From the outset, you’ll have the freedom to introduce your own clients, benefiting directly from the commercial outcomes of your business origination.

You'll divide your time between the Oxfordshire office, London and client sites. Flexible hybrid working is available up to two days per week following probation. Exceptional performers will have the opportunity to earn into the firm’s equity, reflecting contribution and long-term commitment.

Qualifications

• CII Level 4 (Diploma) or Level 6 (Chartered) qualified
• Proven experience advising HNW and UHNW clients (£2m-£30m+ AUM)
• For senior candidates, a track record of originating and growing a client book
• Minimum 2 years in a CF30 advising role
• Outstanding interpersonal, presentation, and written communication skills
• Strong commercial awareness, entrepreneurial mindset, and team spirit