Senior Wealth Advisor for UHNW Clients

2 months ago


London, Greater London, United Kingdom Undisclosed Full time

We are seeking a highly skilled Wealth Management Advisor to join our team at an undisclosed firm based in London. This exciting opportunity is ideal for a seasoned professional with extensive experience delivering financial advice to ultra-high-net-worth clients.

The successful candidate will have a proven track record of building and maintaining strong relationships with UHNW clients, providing expert financial advice across public and private markets. They will also possess excellent technical knowledge of financial planning, including trusts, pensions, and intergenerational planning.

Key responsibilities will include advising UHNW clients on all aspects of their financial life, contributing to the firm's approach to lifestyle financial planning, and being part of broader firm-building initiatives. The ideal candidate will be a motivated and independent thinker with a strong desire to continue learning and improving in relevant fields.

The firm offers a dynamic, collegiate, and ego-free culture, with a strong focus on delivering institutional level service to sophisticated investors. If you are a well-rounded and experienced advisor with a passion for re-inventing the wealth management industry, we encourage you to apply.

Key Requirements:

  • Extensive experience delivering financial advice to ultra-high-net-worth clients
  • Demonstrated ability to build and maintain strong relationships with UHNW clients
  • Proven experience providing financial advice to sophisticated UHNW clients across public and private markets
  • Excellent technical knowledge of financial planning, including trusts, pensions, and intergenerational planning
  • Experience of financial planning software
  • Advanced Diploma or Chartered/Certified Financial Planner (Level 6/7)

Firm Details:

Due to high demand, we are advertising this role anonymously. If you would prefer to discuss this opportunity further before submitting your application, please contact us and we will be happy to arrange a confidential conversation.



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