Wealth Manager London

International Financial Advisor Jobs; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading company in the financial advisory sector is seeking a Wealth Manager in London. The role involves providing tailored financial advice to clients, focusing on their long-term financial goals. Candidates should have a strong background in wealth management and client relationship management. The position offers market-leading support and commission structures, along with opportunities for career growth.

Benefits

Market leading back office support

Highest commission levels available

Examination support

Career guidance and support

Lead generation provided

Qualifications

• Minimum three years’ experience within wealth management/financial advisory.
• Proven track record in client relationship management and acquisition.

Responsibilities

• Representing the Financial Consultant Team.
• Scheduling and attending client meetings.
• Pursuing new client relationships.

Skills

Client Relationship Management

Financial Planning

Business Development

Job description

Join to apply for the Wealth Manager London role at International Financial Advisor Jobs

My client, headquartered in Abu Dhabi, is a borderless IFA practice designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential.

This opportunity in the UK is for potential advisors with prior experience as an Independent Advisor or Wealth Manager, or those looking to take the next step in their career.

The right candidate will have access to exclusive international and local solutions to independently advise and service clients.

In a face-to-face capacity, you will evaluate and advise on medium to long-term financial objectives, tailored to nationality and location, covering areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Our Wealth Managers work closely with marketing, coordination, and paraplanning teams to assist with daily client meetings. Management standards are high, with ongoing training to ensure standards are met. You will also have access to a bespoke in-house CRM system developed by previous Wealth Managers.

Responsibilities

1. Represent the Financial Consultant Team
2. Conduct Financial Planning Analysis
3. Schedule and attend client meetings to understand evolving needs, ensuring client confidence
4. Pursue new client relationships
5. Lead and manage a Business Development Manager / Paraplanner

Requirements

1. Minimum three years’ experience in wealth management or financial advisory, with no client dissatisfaction or regulatory sanctions
2. Proven track record in client relationship management and acquisition
3. Self-motivated, dynamic personality with the ability to work independently

Company Offers

1. Market-leading back-office support
2. Highest commission levels available among IFA businesses
3. Opportunity to sell your book upon leaving
4. Ability to transfer your clients if you move to another IFA
5. Examination support
6. Career guidance and support
7. Lead generation and coordinators provided if needed

If you’re tired of the traditional Brittex-style commission treadmill, this could be the opportunity you’ve been waiting for.

Please note: This role is suitable for experienced UK investment advisory candidates, primarily serving EU and UK expatriates. A minimum of three years’ wealth management experience is required. This position is client-facing, sales-driven, and not suitable for those from accounting, auditing, or general financial management professions.