Wealth Adviser

Wealth Adviser

Salary: £65,000–£75,000, depending on experience, plus uncapped performance-related bonus

Location: Home-based, with flexibility to meet clients virtually, in their homes, or at local bank branches. A Birmingham hub office is available for team meetings.

Benefits: Market-leading pension scheme, private medical insurance, electric car salary sacrifice scheme, 30 days’ holiday plus bank holidays, life insurance, and a wide range of additional employee benefits.

As a Wealth Adviser, you’ll deliver holistic, client-led financial advice to new and existing clients, supported by a provided client bank of around 100 to 110 clients and a steady flow of leads from the wider banking group.

You’ll build personalised financial plans, use cash flow modelling tools, and develop long-term client relationships through face-to-face and virtual advice.

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• Provided client bank of approximately 100 to 110 clients.
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• Constant leads and referrals from an extensive UK client ecosystem.
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• Flexible, predominantly home-based working.
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• Career development and support for additional qualifications.
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• 30 days’ holiday, private medical insurance, life insurance and a matched pension contribution of up to 21%.
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• Uncapped bonus linked to long-term client value.
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• Level 4 Diploma qualified; Chartered or Level 6 welcome.
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• Strong experience delivering holistic financial advice.
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• Ability to build lasting client relationships and generate repeat or referral business.
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• Confident conducting client meetings and creating tailored financial plans.
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• Good understanding of regulatory requirements, including Consumer Duty.
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• Experience using cash flow modelling to support advice recommendations.
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If you’re an experienced Wealth Adviser looking for strong client access, flexibility and excellent earning potential, we’d love to hear from you.