Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage high-net-worth clients and develop tailored investment strategies.
- Company: Balfour Capital Group, a leading firm in financial advisory.
- Benefits: Commission-only structure with uncapped earnings potential and access to extensive resources.
- Other info: Diverse and inclusive environment with opportunities for professional growth.
- Why this job: Join a dynamic team and grow your advisory practice with full autonomy.
- Qualifications: Five years of experience in wealth management and established client relationships required.
This is an independent contractor engagement. Compensation is structured on a commission-only, production-linked basis; no base salary or guaranteed income is associated with this role. Candidates should have established client relationships and the ability to develop business independently, within the bounds of any existing contractual obligations owed to current or former employers.
Balfour Capital Group is expanding its independent advisor network and is seeking experienced financial sales professionals to join as Independent Investment Advisors. This engagement is designed for seasoned practitioners seeking a sophisticated, well-resourced platform on which to deepen and grow their advisory practice.
Advisors operate as independent contractors, with full autonomy over their schedule, business model, and client engagement strategy, supported by Balfour's infrastructure, product suite, and senior management team.
Responsibilities
- Identify, engage, and onboard high-net-worth and institutional clients across target markets
- Leverage Balfour's portfolio of partner products and investment solutions to address diverse client objectives and grow your advisory practice
- Collaborate with the firm's investment team to develop tailored strategies and client proposals
- Maintain rigorous KYC, AML, and compliance documentation in line with applicable regulatory standards
- Stay current on global macroeconomic developments, market conditions, and regulatory requirements in your home jurisdiction
Candidate Profile
- Established client relationships: Candidates should demonstrate a track record of managing and maintaining HNW or institutional client relationships, and the ability to build business independently in compliance with any non-solicitation or restrictive covenants owed to prior firms
- A minimum of five years of relevant experience in HNW advisory, wealth management, private banking, or institutional sales
- Demonstrated understanding of regulatory obligations relevant to financial advisory in your home jurisdiction
- A consultative, client-first approach with strong commercial instincts and the ability to operate independently
Regulatory & Licensing
Advisors must hold, or be willing and able to obtain, all licences, registrations, and authorisations required to conduct investment advisory or distribution activity in their home jurisdiction. Balfour Capital Group does not sponsor or support any activity that would constitute unlicensed regulated activity in any jurisdiction.
Compensation
This is a commission-only engagement. Compensation is directly tied to production and client acquisition activity, with uncapped upside for high performers. Individual outcomes vary significantly and depend on the advisor's book, activity, market conditions, and other factors; no specific earnings level is represented or guaranteed.
Leading producers may also be considered for participation in the firm's long-term ESOP programme, subject to eligibility, board approval, and any applicable regulatory requirements.
The Balfour Platform
Advisors joining Balfour Capital Group gain access to:
- A diverse range of partner investment products and solutions, enabling advisors to serve a broad client spectrum with confidence
- Regular market intelligence and training delivered by senior members of the investment team
- Institutional-grade front and back-office infrastructure
- A global events programme, with live investor and client events held across key markets
- Direct access to senior leadership throughout the engagement
Balfour Capital Group is committed to building a diverse and inclusive advisor network and welcomes applications from qualified professionals across all backgrounds.
Investment Advisor in London employer: Balfour Capital Group
Contact Detail:
Balfour Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor in London
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join relevant online forums, and don’t be shy about reaching out to your existing contacts. Building relationships is key in this game, especially when you're looking to onboard high-net-worth clients.
✨Showcase Your Expertise
Create content that highlights your knowledge in investment strategies and market trends. Whether it’s through blog posts, webinars, or social media, let potential clients see you as the go-to expert. This will help you stand out and attract the right clientele.
✨Leverage Balfour's Resources
Don’t forget about the amazing support Balfour Capital Group offers! Use their product suite and infrastructure to your advantage. Tailor your client proposals using their resources to show how you can meet diverse client objectives effectively.
✨Stay Compliant and Informed
Keep yourself updated on regulatory requirements and market conditions. This not only helps you stay compliant but also positions you as a knowledgeable advisor who understands the landscape. Clients appreciate an advisor who is on top of their game!
We think you need these skills to ace Investment Advisor in London
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your established client relationships and relevant experience in HNW advisory or wealth management. We want to see how you've successfully built and maintained those connections!
Tailor Your Application: Don’t just send a generic application! Customise your cover letter and CV to reflect the specific skills and experiences that align with the Investment Advisor role. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear About Your Independence: Since this is an independent contractor role, emphasise your ability to operate autonomously and develop business independently. We’re keen to know how you plan to manage your schedule and client engagement strategy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Balfour Capital Group!
How to prepare for a job interview at Balfour Capital Group
✨Know Your Client Relationships
Before the interview, make sure you can clearly articulate your established client relationships. Be ready to discuss how you've successfully managed high-net-worth or institutional clients in the past, as this will demonstrate your ability to build business independently.
✨Understand the Regulatory Landscape
Brush up on the regulatory obligations relevant to financial advisory in your home jurisdiction. Being knowledgeable about KYC, AML, and compliance documentation will show that you take these responsibilities seriously and are prepared to operate within the legal framework.
✨Showcase Your Consultative Approach
Prepare examples that highlight your consultative, client-first approach. Think of specific instances where you tailored strategies to meet client objectives, as this will resonate well with the interviewers looking for a strong commercial instinct.
✨Familiarise Yourself with Balfour's Offerings
Take the time to understand Balfour Capital Group's portfolio of partner products and investment solutions. Being able to discuss how you would leverage these resources to grow your advisory practice will demonstrate your proactive mindset and alignment with their goals.