Wealth Manager

A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.

The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.

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  Build and manage a portfolio of HNW and UHNW clients.

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  Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.

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  Conduct thorough fact-finds, cashflow modelling, and risk assessments.

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  Work closely with paraplanners and admin teams to deliver exceptional client service.

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  Maintain compliance with all FCA regulations and industry standards.

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  Generate new business through referrals, professional connections, and networking.

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  Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.

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  Current CAS and SPS (or ability to obtain promptly).

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  Minimum 3 years’ experience in a client-facing financial planning or wealth management role.

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  Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.

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  Have a following of £10Million AUM after covenants

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Desirable Skills:

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  Strong interpersonal and communication skills.

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  Entrepreneurial approach with high self-motivation.

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  Integrity, discretion, and a client-centric mindset.

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  Location: London or South East-based; other UK regions considered.

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  Work Type: Hybrid (2-3 days office or client-facing, remainder remote).

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  Travel: Required for in-person client meetings, as appropriate.

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  Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).

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  Bonus: 0.43% of new Assets Under Management (AUM) introduced

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  Structured career progression and equity opportunities (long-term).

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  Paraplanning and administrative support provided.

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  Marketing and business development support

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  CPD support and funding toward Chartered status.

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  Flexible working hours and a positive, inclusive team culture.

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