Corporate & Commercial Wealth Advisor

Job Title: Corporate & Commercial Wealth Advisor

Location: London

The Opportunity

An established UK financial institution is looking to appoint a Wealth Advisor to support its business banking client base. This role sits within a well-regarded private client advisory function and offers the chance to work with an established book of high-value relationships, in an organisation investing heavily in modernizing how it serves its customers.

You'll take on responsibility for a portfolio of affluent clients, offering tailored financial guidance and building relationships that last. This is a role for someone who enjoys getting to know their clients properly, understanding what matters to them financially, and being the person they turn to first.

What the role involves

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• Building and looking after a portfolio of higher-value client relationships, with a focus on long-term retention
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• Giving regulated financial advice suited to each client's individual circumstances and goals
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• Spotting changes in a client's situation early and adapting your advice accordingly
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• Keeping your knowledge of financial products, markets and planning solutions current and client-relevant
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• Working to grow the overall value and depth of your portfolio over time
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• Ensuring all client records and advice documentation meet internal and regulatory standards
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What we're looking for

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• Proven, recent experience giving financial or investment advice to clients
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• Confidence advising on wealth planning tools and strategies for higher-net-worth individuals
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• Broad awareness of the financial services and banking landscape
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• Background in a regulated advisory environment, ideally with exposure to risk and compliance frameworks
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• A recognized investment qualification at QCF Level 4 or above — essential
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• Comfortable using financial planning and CRM software day-to-day
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• Working understanding of compliance obligations, including Consumer Duty
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• A natural relationship-builder with strong communication skills
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• Someone who's positive about change and adapts well to it
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On offer

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• Strong holiday allowance
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• Car allowance
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• Private medical cover
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• Life assurance and income protection
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• Employee share ownership scheme
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• Well-being programme covering physical, mental, social and financial health
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• Enhanced leave for life events (parental, family, etc.)
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• Hybrid working pattern, office-based several days per week
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