Wealth Management jobs in United Kingdom
Wealth Advisor — Hybrid, Pension & Growth
Plus One Personnel
Private Banking Relationship Manager - HNW Clients
Venn Group
Discover more opportunities than anywhere else. Find more jobs now
Connect with headhunters to apply for similar jobsSocial Media Content Creator
Franklin Templeton
Board Director | Head of Fund Services & Investment Ops
Logan Sinclair
Strategic Finance & M&A Leader, IPO Readiness
Evelyn Partners
Lead Software Engineer- Backend Platform- JPM Personal Investing
J.P. MORGAN
Associate Director, Wealth Planning & Client Strategy
Evelyn Partners
Wealth Product Strategist & Advisor - Stock Options
Plum Fintech
Financial Planner
Job summary
A leading financial advisory firm in the UK is seeking a Senior Financial Advisor to manage high-net-worth clients and drive growth. This role offers hybrid working options and a salary of up to £90,000 plus bonuses. Responsibilities include leading a portfolio of clients, developing new relationships, and contributing to strategic planning. The ideal candidate will have experience in the UK market, strong communication, and business development skills, with a focus on high-net-worth individuals.
Qualifications
- Experience as a Financial Adviser in the UK market.
- Demonstrated success advising high-net-worth individuals.
- Exceptional communicator skilled in simplifying complex financial matters.
- Strong business development capabilities.
Responsibilities
- Lead a high-value portfolio of high-net-worth clients.
- Develop new client relationships through networks and referrals.
- Collaborate within a high-performance advice team.
- Take ownership of a significant client book.
- Contribute to long-term strategic planning.
Skills
This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation.
Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth.
Hybrid working available (home and office-based)
Salary up to £90,000 + Bonus
Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client‑first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm’s continued transformation.
- Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies.
- Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders.
- Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators.
- Gradually take ownership of a significant client book (~£60–70 million AUM), positioning for leadership and future equity involvement.
- Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation.
- Experience as a Financial Adviser in the UK market
- Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits.
- Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust.
- Strong business development capabilities and experience building networks that generate consistent, high-quality referrals.
- Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.