Private Wealth Advisor

5 days ago


London, Greater London, United Kingdom Howells Consulting Ltd Full time
Role Summary

We are looking for a skilled Private Wealth Advisor to join our Private Client team at Howells Consulting Ltd. In this role, you will provide expert advice on inheritance tax, succession planning, and trust structures to high-net-worth (HNW) individuals and families.

Main Duties:
  • Design and implement estate planning strategies for multi-generational families, utilizing technical expertise and industry knowledge.
  • Offer guidance and support to colleagues and clients on inheritance tax-related matters.
  • Nurture long-term relationships with HNW clients, identifying new planning opportunities and building trust through exceptional service.
  • Develop and maintain partnerships with third-party networks to expand the Private Client team's reach and influence.
About the Position

This role offers a flexible working arrangement of 2-3 days per week in the West End. You will have the opportunity to contribute to the development of innovative solutions and best practices in private wealth management.

Salary Details

The estimated salary for this role is £85,000 - £105,000 per annum, dependent on experience and qualifications.



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