This Job position is no longer available

We encourage you to browse other open positions on our website.

Thank you for your interest!

UHNW Financial Advisor

39 Days Old

Job Description

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm.
This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves.
You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division.
Typical work will include:
  • Providing holistic financial planning to HNW and UHNW clients
  • Reviewing complex portfolios across pensions, investments and protection
  • Bringing existing introducer connections and deepening new professional partnerships
  • Using planning and cashflow tools to demonstrate long term strategies
  • Helping shape and develop a specialist HNW proposition
  • Growing, over time, a focused HNW team around you as demand increases
High Net Worth and Ultra High Net Worth Financial Advisor Requirements
  • Essential - Level 4 Diploma qualified Financial Adviser
  • Essential - Proven experience advising HNW and UHNW clients with complex needs
  • Essential - Ability to bring introducer relationships and client connections
  • Desirable - Background in private banking, discretionary wealth or similar environment
  • Desirable - Chartered or actively working towards Chartered status
The CompanyYou will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division.High Net Worth and Ultra High Net Worth Financial Advisor Benefits
  • Basic salary upwards of £80,000 with flexibility for proven HNW specialists
  • Bonus structure aligned to revenue generation and division growth
  • Birmingham office base with flexibility around client and introducer meetings
  • Strong paraplanning, administrative and marketing support
  • Clear progression route to build and lead a HNW division
LocationIdeal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings.If you want to build your own HNW proposition rather than simply service one, apply now for a confidential conversation.
Liability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

JBRP1_UKTJ

Location:
Birmingham
Job Type:
FullTime
Category:
Finance And Insurance

We found some similar jobs based on your search