At a Glance
- Tasks: Engage high-net-worth clients and develop tailored investment strategies.
- Company: Join Balfour Capital Group, a global leader in investment advisory.
- Benefits: Commission-based earnings with uncapped potential and access to top-tier resources.
- Other info: Diverse and inclusive environment with ongoing training and support.
- Why this job: Be your own boss while leveraging a sophisticated platform for growth.
- 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 a global investment advisory firm providing institutional-quality investment solutions spanning Commodities, Currencies, Fixed Income, ETFs, and Precious Metals. The firm operates across multiple jurisdictions, with group entities and regulatory standing being established and maintained in line with the markets it serves.
Beyond fund management, Balfour Capital Group operates a full-service investment advisory practice, working alongside world-class financial institutions to provide advisors and their clients with access to a carefully curated suite of institutional-grade products and solutions. This infrastructure allows the firm to serve a broad and diverse client base — from high-net-worth individuals to sophisticated institutional investors — with the depth and rigour typically reserved for the largest players in global finance.
Balfour Capital Group is built on a foundation of rigorous market expertise, multi-jurisdictional regulatory standing, and a commitment to delivering measurable outcomes for clients.
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.
This engagement is not an offer of employment or securities in any jurisdiction in which such an offer would be unlawful or would require additional registration or authorisation not currently held.
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
About Our Leadership
Balfour Capital Group holds membership with the Hedge Fund Association (Member #778), an industry trade body. The firm's Chief Investment Officer, Steve A. Lawrence, is a recognised voice in global markets, regularly featured on CNBC and the New York Stock Exchange, and cited in Bloomberg, Reuters, Finance Asia, and Asian Investor.
Application Process
Interested candidates should apply via LinkedIn or submit a CV directly. Shortlisted candidates will be invited to a Zoom interview with Balfour's senior management team. Onboarding is subject to completion of compliance review, background and regulatory history checks, reference checks, and all required licensing verification.
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 Shrewsbury employer: Balfour Capital Group
Balfour Capital Group is an exceptional employer for Independent Investment Advisors, offering a sophisticated platform that empowers seasoned professionals to operate autonomously while benefiting from robust support and resources. With a commitment to employee growth, advisors gain access to a diverse range of institutional-grade investment products, regular training from industry leaders, and the opportunity to participate in a long-term ESOP programme, all within a dynamic and inclusive work culture that values diversity and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Advisor in Shrewsbury
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be looking for an investment advisor themselves.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share insights, articles, and market updates to position yourself as a thought leader in the investment space.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can add value to potential clients. Tailor your approach based on their needs and demonstrate how Balfour's resources can help them achieve their financial goals.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Balfour Capital Group family and ready to take your advisory practice to the next level.
We think you need these skills to ace Investment Advisor in Shrewsbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects your experience in managing high-net-worth and institutional client relationships. Highlight any relevant achievements that showcase your ability to develop business independently, as this is key for us at Balfour Capital Group.
Showcase Your Expertise:In your application, emphasise your understanding of regulatory obligations and market conditions. We want to see that you’re not just experienced but also knowledgeable about the financial landscape, which will help you thrive in our independent advisor network.
Client-First Approach:Demonstrate your consultative, client-first approach in your written application. We value strong commercial instincts, so share examples of how you've successfully engaged clients and tailored solutions to meet their needs.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can ensure your application gets the attention it deserves, and you can easily keep track of your application status.
How to prepare for a job interview at Balfour Capital Group
✨Know Your Stuff
Before the interview, make sure you’re up to speed on Balfour Capital Group’s offerings and the investment landscape. Brush up on commodities, currencies, and fixed income products. Being able to discuss these topics confidently will show that you’re serious about the role.
✨Showcase Your Network
Since established client relationships are key for this position, be ready to talk about your existing connections. Prepare examples of how you've successfully managed high-net-worth or institutional clients in the past. This will demonstrate your ability to bring value to Balfour right from the start.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory obligations relevant to financial advisory in your jurisdiction. Be prepared to discuss how you’ve navigated compliance in previous roles. This shows that you’re not just a sales person but also a responsible advisor who understands the importance of regulations.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about Balfour’s investment strategies, their approach to client engagement, and how they support their advisors. This not only shows your interest but also helps you gauge if the firm aligns with your professional goals.
