Employed Financial Adviser - Clients and leads provided
Core
Provide tailored financial advice to high-net-worth individuals, families, and institutions, managing relationships and delivering strategies across investments, pensions, tax planning, and estate structuring.
Role type
Employed Financial Adviser (Wealth Management)
Builds
Client relationships and financial strategies for HNW clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial advice delivery, client relationship management, investment strategy, pension planning, tax planning, estate structuring
Preferred skills
Level 6/Chartered status, complex client needs management
Technologies
None stated
Responsibilities
Provide high-quality tailored financial advice, manage and deepen client relationships, proactively grow book through referrals and networking, collaborate with internal support teams, stay ahead of financial trends
Seniority
Mid-level (3+ years experience)