Wealth Management Expert for UHNW Clients

4 weeks ago

London, Greater London, United Kingdom Undisclosed Full time

We are partnering with a leading FinTech firm based in London who deliver innovative solutions to highly sophisticated private investors. Due to significant and sustained growth, they are looking to add an experienced client advisor to their team. This is a unique opportunity to join a progressive, collegiate and high-performance culture that prioritizes collaboration over ego.

This role is with a pioneering firm that has disrupted the Private Wealth Asset manager space by utilizing technology and data in innovative ways. In recent years, this firm has grown their client and asset base and is looking to continue to grow their team as a result. Recent hires include talent from top-tier institutional and private client firms. What sets this firm apart from its competitors is its culture, which can be described as that of a FinTech startup delivering institutional-level service to sophisticated investors.

They are looking for an experienced advisor who can look after a number of clients and who has an interest in re-inventing the wealth management industry. The ideal candidate will be a well-rounded professional who can combine a commercial yet consultative approach to clients and who has a deep understanding of sophisticated investment products across both public and private markets, as well as a deep understanding of the UK UHNWI market.

As with any role with a smaller, growing firm, this position will be broad in scope and there will be significant chances to take on responsibilities. Some key aspects of this role include:

  • Be an Adviser to Ultra High Net Worth Clients
  • Advise on all aspects of the Client's Financial Life and implications for wrappers and interaction with investment management
  • Contribute to firm's approach to lifestyle financial planning
  • Be part of broader firm building initiatives

Whilst our client is prioritizing the person over the CV, the ideal skill set would look like the following:

  • Extensive experience delivering financial advice to ultra-high-net-worth clients. Ideally, the right candidate will have over 5 years of industry experience, with a minimum of 1 year delivering advice.
  • Demonstrated ability to build and maintain relationships with UHNW clients.
  • Proven experience providing financial advice to sophisticated (U)HNW clients. Ideally, this will include providing investment advice across public and private markets.
  • Excellent technical knowledge of financial planning including trusts, pensions and intergenerational planning
  • Experience of financial planning software
  • Excellent communication skills essential
  • Advanced Diploma (or be within one exam of it) or Chartered/Certified Financial Planner (Level 6/7)
  • Detailed technical understanding of cash flow based planning
  • Inquisitive character with demonstrated desire to continue to learn and improve in relevant fields
  • Strongly motivated, sets demanding standards of personal excellence
  • Enjoys diving deep into the technology development process and seeks to streamline workflows
  • Independent thinker
  • Non-hierarchical and ego-free

We are looking for a highly qualified candidate who can make a significant impact in this role. If you are an experienced financial advisor looking to take on new challenges and be part of a dynamic team, please submit your application.

We can only respond to highly qualified candidates.

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