An established and growing wealth advisory firm is seeking an experienced Wealth Manager to join its senior advisory team. The firm specialises in high-net-worth and affluent private clients, providing holistic financial planning and discretionary investment advice.
This is a senior, client-facing role suited to an adviser who is commercially strong, technically sharp, and comfortable managing complex client relationships. You will inherit a portfolio of high-value clients while also playing a key role in business development and long-term growth.
The Role
You will provide comprehensive wealth management advice across investment strategy, retirement planning, tax-efficient structuring, estate planning and intergenerational wealth transfer.
You will act as the lead adviser to a portfolio of high-net-worth clients, building deep, trusted relationships and becoming their primary strategic contact.
You will work closely with investment, compliance and paraplanning teams to deliver tailored solutions aligned to each client’s objectives. You will contribute to revenue growth through referrals, professional introducer relationships and personal network development. You will support the continued evolution of the firm’s advisory proposition and client experience.
Key Responsibilities
Manage and grow a portfolio of high-net-worth and affluent clients
Deliver holistic financial planning and strategic wealth advice
Lead client review meetings and investment discussions
Identify opportunities for additional planning, protection and structuring
Develop relationships with solicitors, accountants and other professional introducers
Maintain full regulatory compliance and suitability standards
Contribute to overall revenue targets and firm growth objectives
Candidate Profile
Minimum 7 to 10 years' experience in private client wealth management
Proven track record advising high-net-worth individuals
Strong technical knowledge across pensions, investments, tax and estate planning
QFA qualified as a minimum, CFP or similar advanced qualification preferred
Commercially aware with a demonstrable ability to generate revenue
Strong presence and credibility with sophisticated clients
High level of professionalism and discretion
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