Wealth Management Advisor

Wealth Advisor – High Net Worth Clients (London, Birmingham, Home Counties)

Hybrid: 3 days a week in office | MUST be QCF/RDR Level 4 qualified

We’re recruiting for Wealth Advisors to join a well‑established financial institution, working alongside the Corporate & Commercial Banking team in London, Birmingham and the Home Counties. This is a hybrid role requiring 3 days a week in the office.

You will manage and grow a portfolio of high‑net‑worth clients, providing regulated investment advice and helping clients achieve long‑term financial objectives. The role combines relationship management, investment expertise, proactive business development, and portfolio growth.

Key Responsibilities

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• Portfolio Management — Manage and grow a portfolio of HNW clients, ensuring strong retention and primary banking relationships.
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• Investment Advice — Provide regulated advice across a broad range of financial and investment products.
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• Client Needs Analysis — Identify and support changing financial needs of corporate and commercial clients.
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• Compliance & Record Keeping — Maintain accurate, compliant records in line with internal standards and regulatory requirements.
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• Client Experience — Deliver exceptional service and contribute to individual performance targets.
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• Business Development — Proactively identify new client opportunities, deepen existing relationships, and drive portfolio growth through networking, referrals, and collaboration with Corporate & Commercial Banking teams.
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What You’ll Bring

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• QCF Level 4 or RDR Level 4 qualification (essential)
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• Recent experience providing regulated investment advice
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• Strong knowledge of investment markets, products, and wealth structuring tools
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• Understanding of wider financial markets and banking products
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• Experience in risk management within Private Banking, Corporate, Commercial or Select Investments
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• Excellent relationship management, communication, and influencing skills
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• Demonstrable business development capability — ability to generate new client opportunities and grow a portfolio
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• Proactive approach to change and continuous improvement
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• Ability to work hybrid: 3 days a week in the office
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Benefits

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• £6,000 car allowance
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• 30 days annual holiday entitlement
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For more information on this role please contact Sonia Smith by sending your CV to [email protected] and quoting ref 16977SO.