Wealth Adviser

3 months ago

London, United Kingdom Ortus PSR Full time

Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.

They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.

And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK. 

Their proven success in developing and nurturing successful advisers means that they can offer you;

  • High quality leads - guaranteed meetings booked into your diary
  • Excellent back-office support with administration and paraplanning
  • An experienced management team
  • Mentorship
  • Structured operational environment
  • Great team culture
  • Uncapped earning potential

About 

My Client is a leading wealth management firm and multi-family office based in London managing wealth for private clients, families, and institutions. Offering a highly personal service of a partner-owned boutique to deliver exceptional client outcomes.

Our Clients Culture

They believe their people are their greatest asset and we will be judged by the quality of people they recruit and retain.

They believe in the spirit of ownership because their people take results personally and want to build something great together. They value talented individuals who aren’t afraid to be bold, resourceful, and committed. In return, they offer opportunities for the development and wealth creation for their people.

If you see yourself working for a company that allows you to excel at the speed of your talent, then a career with my client may be for you.

Requirements

 My client is looking for qualified, experienced Financial/Wealth Advisors with a minimum of 2 years’ industry experience to join our team.

You will have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management. Our has extensive experience in developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

This is a challenging role but if you have the grit and determination to make it happen our opportunity will reward you with fantastic earnings.

Requirements

• Qualified with a QCF Level 4 Diploma

• Advisory experience

• Experience working with High Net Worth clients

• Demonstrate how you have built and maintained a client base

• Deep desire to grow and succeed• Team player who wants to work with us to continue to build our successful Practice

Benefits

Highly Competitive Package

The firm has a strong culture of developing and nurturing its advisers with a track record of achieving earnings between £80,000 to £350,000+

The package includes the following:

  • This role is offered both employed or self-employed
  • Remuneration for employed varies depending on your experience and client following. For self-employed it is equivalent to 50% - 70% of fee income
  • Comprehensive training and development program
  • We have a Marketing and Business Development team who are sourcing quality leads so you dont have to
  • We book 10 meetings with HNW individuals into your diary every month
  • Administration and Paraplanning support - based in Canary Wharf
  • Operational costs covered
  • A clear pathway to client base ownership

  • Associate Wealth Adviser

    3 months ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

  • Associate Wealth Adviser

    4 months ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

  • Wealth Adviser Associate

    5 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Wealth Adviser Associate

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Wealth Adviser Associate

    6 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

  • Client-Centric Wealth Adviser

    1 month ago

    London, Greater London, United Kingdom Nova Wealth Full time

    About NOVA Wealth:NOVA Wealth is an innovative startup dedicated to reshaping the landscape of financial advisory services in the UK. We recognize the critical role of human advisers in fostering client relationships, complemented by technology that enhances service quality and minimizes administrative burdens.Our mission is to transform the advisory sector...

  • Associate Wealth Adviser

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...

  • Associate Wealth Adviser

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity to develop your skills and knowledge in wealth management, while working closely with experienced professionals.Key ResponsibilitiesSupport the development of your business skills...

  • Self Employed Private Client Wealth Adviser

    4 months ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals into business owners...

  • Self Employed Private Client Wealth Adviser

    3 months ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals from an employed...

  • Wealth Management Professional

    5 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career OpportunityApollo Private Wealth is committed to empowering individuals to excel in their careers and achieve their goals. We are seeking a qualified and experienced Wealth Adviser to join our team and contribute to our mission of delivering exceptional client outcomes.About the RoleThis is a challenging and rewarding opportunity for a motivated...

  • Wealth Management Professional

    5 days ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career OpportunityApollo Private Wealth is committed to empowering individuals to excel in their careers and achieve their goals. We are seeking a qualified and experienced Wealth Adviser to join our team and contribute to our mission of delivering exceptional client outcomes.About the RoleThis is a challenging and rewarding opportunity for a motivated...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

  • Wealth Management Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Are you a Level 4 qualified professional looking to kickstart your career in Financial Planning? Do you want to work closely with experienced Advisers and learn on the job? We offer a comprehensive training and development program to help you build a successful career in Wealth Advice.You will have a strong motivation to develop your business, a natural...

  • Wealth Adviser

    3 months ago

    London, United Kingdom Spicerhaart Full time

    Overview Are you a Diploma qualified adviser interested in taking your first steps into self employment? Are you a self-motivated, ambitious Wealth Advisor? Are you already self-employed but are looking for better business support? Do you want access to an unlimited Lead Source? Would you like to be in control of your workload? If...

  • Private Wealth Advisor

    3 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Associate. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.Key Responsibilities:Produce comprehensive, accurate, and...

  • Employed Financial Adviser

    4 months ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: Are you an experienced Financial Adviser looking for a quality book of clients to service? Are you experienced in holistic financial planning? Do you want to be part of a fast growing, ambitious firm? As a growing practice we have a substantial book of clients that are looking for a new Adviser to look after them. Our clients have high...

  • Mortgage Adviser

    4 months ago

    London, United Kingdom Vantage Wealth Management Full time

    Vantage Wealth Management is a fast-growing Partner Practice of St James’s Place Wealth Management. St. James’s Place Wealth Management is the UK’s largest Wealth Manager with £135bn+ of private client assets under management. At Vantage Wealth Management we provide individuals and families with the support, knowledge and confidence necessary to...