Private Wealth Advisor

15 hours ago


London, Greater London, United Kingdom Heat Recruitment Ltd Full time

We are working closely with a boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice to find a talented Private Wealth Advisor to join their Private Client team.

This part-time role is ideal for a near-Chartered, experienced Senior Paraplanner who wants to take their career to the next level. As a Private Wealth Advisor, you will directly support one Financial Adviser in assisting HNW clients with complex cases.

The successful candidate will have at least 5 years of relevant experience in a similar role and be near-Chartered via the CII. Your responsibilities will include:

  • Directly supporting with high-net-worth clients on complex cases
  • Preparing for and attending client meetings
  • Gathering research and analysing information
  • Product suitability letters and reports
  • Conducting cash flow modelling
  • Communicating with clients directly on complex queries
  • Constructing financial plans with the Adviser

We offer a competitive salary of £55,000 - £65,000 FTE, which is based on the London market rate. This role is perfect for someone who wants to work in a dynamic environment where they can grow professionally and personally.



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