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Private Client Financial AdviserLocation:cavendish SquareSalary: Lucrative Base + Bonus StructureClient Bank Provided | HNW Focus | Prestigious Firm
Are you a seasoned Financial Adviser looking to step into a high-impact role where your expertise is matched by the calibre of your clients?
An exceptional opportunity has arisen within a nationally recognised Wealth Management firm that is known for its longstanding heritage, prestige, and commitment to excellence. As part of their strategic growth, they are now looking to appoint an experienced Private Client Adviser to take over a ready-made, high-value client bank and deliver bespoke financial planning services to some of the firm's most valued HNW individuals.
What Makes This Role Stand Out?-
Warm, Lucrative Client Bank: You'll inherit a well-established portfolio of affluent clients, allowing you to immediately engage in value-added conversations and relationship management.
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Complex & Rewarding Work: Expect to provide holistic financial advice across pensions, investments, estate planning, tax mitigation strategies, and intergenerational wealth transfer.
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Support That Sets You Free: With advanced paraplanning, compliance, and administrative support, you’ll have more time to focus on your clients and deliver exceptional outcomes.
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Career Advancement: Join a forward-thinking firm that invests in its people, with opportunities to grow, lead, and become an integral part of the firm's private client strategy.
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Minimum Level 4 Diploma qualified, ideally with progress toward Chartered status.
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Proven experience dealing with High-Net-Worth individuals and complex client needs.
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A confident, ethical adviser who values trust, discretion, and delivering beyond expectations.
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Strong interpersonal skills with the ability to nurture deep, long-term client relationships.
This is a rare chance to join a firm where the infrastructure, reputation, and client base are already in place — all that’s missing is you.
