Wealth Management Advisor, UHNW Clients

2 weeks ago

London, UK, United Kingdom Undisclosed Full time

We are working with a growing FinTech firm based in London who deliver institutional level 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 one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low ego.


This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are looking to continue to grow their team as a result. Recent hires include talent from top tier Institutional, as well as Private Client, firms. More details on request, but it should be stressed that there are several differentiating factors this firm have compared to their competition in what is a crowded market. Perhaps best described as having the culture of a FinTech start up whilst delivering institutional level service to sophisticated investors.


They are looking for a well-rounded candidate who can look after a number of clients. They are looking to hire an experienced advisor with an interest in re-inventing the wealth management industry and the attributes to be successful in a dynamic, collegiate and ego-free culture. They are looking for someone who can combine a commercial, yet consultative, approach to clients and who have a knowledge of sophisticated investment products across both public and private markets along with having 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 will 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 prioritising 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


Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss.


We can only respond to highly qualified candidates.

  • Wealth Manager

    2 months ago

    London,, UK, United Kingdom AAG Wealth Management Full time

    Location: City of London Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership. Contract: EmployedHours: Full-timeAn excellent opportunity has arisen for a Servicing Advisor to join our team. We are an award-winning Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a...

  • Associate Wealth Manager

    1 week ago

    London,, UK, United Kingdom AAG Wealth Management Full time

    The Role – Associate Wealth ManagerLooking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at least 2 exams...

  • Private Client Solicitor

    3 days ago

    London, London, UK, United Kingdom G2 Legal Limited Full time

    The FirmOne of the leading firms in the private wealth sector is seeking an associate solicitor to join its highly regarded team in London.The firm acts primarily for UHNW clients with international assets on matters related to tax, domicile & residence, trusts, charity and philanthropy, complex wills, large international probate and succession planning. It...

  • Wealth Planner

    1 week ago

    London,, UK, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is exclusively working with a leading family office company to recruit for an experienced Financial Planner to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a brilliant...

  • Wealth Planner

    4 months ago

    London, UK, UK, United Kingdom mbf Full time

    About the Company:A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role:As a Wealth...

  • Senior Wealth Planner

    2 weeks ago

    London,, UK, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is exclusively working with a leading family office company to recruit for number of experienced Financial Planner’s to join their Wealth Planning division. You will be taking over an existing portfolio of HNW-UHNW clients, delivering expert advice and personalised guidance to clients of this nature with complex needs. This is a...

  • Private Wealth Solicitor

    4 weeks ago

    London , London, UK, United Kingdom G2 Legal Limited Full time

    An outstanding smaller City firm is hiring into its Private Wealth practice. Sitting within the Private Wealth department, as the successful candidate you will be an experienced Associate or Senior Associate Solicitor with extensive experience advising on Private Wealth matters. The team advises UK and cross jurisdictional HNW and UHNW worth clients on...

  • Wealth Planner

    1 month ago

    London,, UK, United Kingdom mbf Full time

    The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on...

  • Wealth Planner

    4 weeks ago

    London, UK, UK, United Kingdom mbf Full time

    About the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...

  • UHNW Bridging Loan Originator

    1 week ago

    London,, UK, United Kingdom NRG Resourcing Full time

    Are you a motivated professional with a passion for building relationships in the Ultra-high-net-worth (UHNW) sector?We’re seeking an experienced UHNW Bridging Loan Originator to join an innovative financial firm that specialises in Ultra High Net Worth bridging finance solutions.This is your chance to make a significant impact while enjoying exceptional...

  • Proposition Manager

    2 weeks ago

    London,, UK, United Kingdom Montpellier Resourcing Full time

    Up to £80,000 plus excellent bonus and benefitsHybrid Working Available A fantastic opportunity has arisen to join a Central London based Private bank as a Proposition Manager, dealing with UHNW clients. The Proposition Manager will work closely with the Wealth Management product owner to develop and manage the products and propositions for private and...

  • Corporate Client Relationship Manager, Share Plans: Financial Education and Strategic Partnerships

    3 months ago

    London,, UK, United Kingdom AAG Wealth Management Full time

    Established in 1995, we are a fast-paced company that prides itself on our culture and we’re looking for a Corporate Client Relationship Manager who has specific experience in Employee Share Plans (SAYE, SIP, LTIP, etc) to join us. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other. We like to...

  • Trainee Financial Adviser

    2 months ago

    London,, UK, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserLocation: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Wealth Manager – Director

    4 months ago

    London,, UK, United Kingdom Cooper White Group Full time

    Role: Wealth Manager – Director - UK Market - LondonMy client, a well-known Wealth Management firm, are looking for an experienced Wealth Manager to join their growing London office. The firm provide investment management services and financial planning advice to U-HNW UK clients. They are scaling at an impressive but steady rate, a recent deal with a...

  • Wealth Management Portfolio Analyst

    5 months ago

    London, UK, UK, United Kingdom undisclosed Full time

    We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive FinTechs that have launched in recent...

  • Private Wealth Assistant

    4 weeks ago

    London,, UK, United Kingdom Foster Denovo Full time

    Private Wealth AssistantPurpose of the Job:To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first-class support service to your Private Wealth Partner and their clients. This will be in the form of administration support, business processing and active business development.This allows them to focus on their client relationship...

  • Governance Manager

    2 weeks ago

    London, UK, United Kingdom JJ Search Full time

    The Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients. The Role The successful Governance Manager will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as overseeing the...

  • Governance Manager

    4 weeks ago

    London,, UK, United Kingdom JJ SEARCH LIMITED Full time

    60-70K salary rangeThe Candidate An established and widely known Wealth Management firm servicing Investment Management needs to High New Worth Clients.The Role The successful Governance Manager will support and advise the Wealth Management firms boards and investment committees, confidently minuting meetings and assisting with pack preparation as well as...

  • Sales Manager

    3 months ago

    London, UK, United Kingdom William Blake Group Full time

    Responsibilities Generate new business opportunities across the Global Wealth market (family offices, HNWIs, trusts, corporates, charities etc.) through strategic networking as well as an existing client book. Work in partnership with the internal sales team to develop leads. Regularly attend corporate events and roadshows to network with prospects in...

  • Senior Compliance Associate

    4 weeks ago

    London,, UK, United Kingdom Handelsbanken Wealth & Asset Management Full time

    Handelsbanken Wealth & Asset Management is a wholly-owned subsidiary of the Handelsbanken Group and is responsible for all wealth and investment management activities of the Group in the UK. Founded in Sweden, Handelsbanken is one of the world’s strongest banks and offers local relationship banking, advice and investment management to personal and...