At a Glance
- Tasks: Manage and grow high-net-worth client portfolios while providing expert investment advice.
- Company: Join a well-established financial institution with a strong reputation.
- Benefits: Enjoy a £6,000 car allowance and 30 days of annual holiday.
- Other info: Hybrid role: work 3 days in the office, with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their long-term financial goals.
- Qualifications: Must have QCF/RDR Level 4 qualification and recent investment advice experience.
The predicted salary is between 60000 - 80000 £ per year.
We’re recruiting for Wealth Advisors to join a well‑established financial institution, working alongside the Corporate & Commercial Banking team in London, Birmingham and the Home Counties. This is a hybrid role requiring 3 days a week in the office.
You will manage and grow a portfolio of high‑net‑worth clients, providing regulated investment advice and helping clients achieve long‑term financial objectives. The role combines relationship management, investment expertise, proactive business development, and portfolio growth.
Key Responsibilities- Portfolio Management — Manage and grow a portfolio of HNW clients, ensuring strong retention and primary banking relationships.
- Investment Advice — Provide regulated advice across a broad range of financial and investment products.
- Client Needs Analysis — Identify and support changing financial needs of corporate and commercial clients.
- Compliance & Record Keeping — Maintain accurate, compliant records in line with internal standards and regulatory requirements.
- Client Experience — Deliver exceptional service and contribute to individual performance targets.
- Business Development — Proactively identify new client opportunities, deepen existing relationships, and drive portfolio growth through networking, referrals, and collaboration with Corporate & Commercial Banking teams.
- QCF Level 4 or RDR Level 4 qualification (essential)
- Recent experience providing regulated investment advice
- Strong knowledge of investment markets, products, and wealth structuring tools
- Understanding of wider financial markets and banking products
- Experience in risk management within Private Banking, Corporate, Commercial or Select Investments
- Excellent relationship management, communication, and influencing skills
- Demonstrable business development capability — ability to generate new client opportunities and grow a portfolio
- Proactive approach to change and continuous improvement
- Ability to work hybrid: 3 days a week in the office
- £6,000 car allowance
- 30 days annual holiday entitlement
For more information on this role please contact Sonia Smith by sending your CV to sonia@bhal.co.uk and quoting ref 16977SO.
Wealth Management Advisor in London employer: Barbara Houghton Associates Limited
As a leading financial institution, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Wealth Management Advisors enjoy a competitive benefits package, including a generous car allowance and 30 days of annual leave, while working in a hybrid model that promotes work-life balance. Join us in London, Birmingham, or the Home Counties, where you will have the opportunity to build meaningful relationships with high-net-worth clients and make a significant impact on their financial journeys.
Contact Details:
Barbara Houghton Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Advisor in London
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We think you need these skills to ace Wealth Management Advisor in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Barbara Houghton Associates Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Barbara Houghton Associates Limited.
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Before your interview, reach out to current or former Barbara Houghton Associates Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
