At a Glance
- Tasks: Build your own HNW division and provide holistic financial planning to sophisticated clients.
- Company: Join a values-driven wealth management firm with genuine adviser autonomy.
- Benefits: Competitive salary starting at £80,000 plus bonuses and strong support.
- Other info: Opportunity for clear progression and to grow your own focused HNW team.
- Why this job: Shape high net worth planning and influence service evolution in a dynamic environment.
- Qualifications: Level 4 Diploma qualified with proven experience advising HNW and UHNW clients.
The predicted salary is between 80000 - 100000 £ per year.
This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven wealth management firm. This role is designed for someone who already operates at the top end of the market and has the ability to bring long standing relationships, introducer links and client connections with them. Instead of being confined by rigid structures or sales driven targets, you will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves. You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support in place, you will be free to focus on relationship building, advice quality and long term growth of your own specialist division.
Typical work will include:
- Providing holistic financial planning to HNW and UHNW clients
- Reviewing complex portfolios across pensions, investments and protection
- Bringing existing introducer connections and deepening new professional partnerships
- Using planning and cashflow tools to demonstrate long term strategies
- Helping shape and develop a specialist HNW proposition
- Growing, over time, a focused HNW team around you as demand increases
High Net Worth and Ultra High Net Worth Financial Advisor Requirements:
- Essential - Level 4 Diploma qualified Financial Adviser
- Essential - Proven experience advising HNW and UHNW clients with complex needs
- Essential - Ability to bring introducer relationships and client connections
- Desirable - Background in private banking, discretionary wealth or similar environment
- Desirable - Chartered or actively working towards Chartered status
The Company: You will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division.
High Net Worth and Ultra High Net Worth Financial Advisor Benefits:
- Basic salary upwards of £80,000 with flexibility for proven HNW specialists
- Bonus structure aligned to revenue generation and division growth
- Birmingham office base with flexibility around client and introducer meetings
- Strong paraplanning, administrative and marketing support
- Clear progression route to build and lead a HNW division
Location: Ideal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings.
High End Divorce Specialist Financial Consultant in Birmingham employer: Broughton Group
Join a values-driven wealth management firm that empowers you to build your own High Net Worth division with the autonomy to shape client relationships and service delivery. Enjoy a competitive salary starting at £80,000, a supportive infrastructure, and clear progression opportunities, all while working in a dynamic Birmingham office that prioritises professional growth and meaningful client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land High End Divorce Specialist Financial Consultant in Birmingham
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join relevant groups, and don’t be shy about reaching out to your existing contacts. Building relationships is key, especially in the high net worth space.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience. Share insights on social media or write articles that demonstrate your knowledge in financial planning for HNW clients. This will help you stand out and attract potential clients.
✨Leverage Our Website
Don’t forget to check out our website for job openings and resources tailored to your needs. Applying through us not only gives you access to exclusive opportunities but also connects you with a supportive community of like-minded professionals.
✨Prepare for Interviews
When you land an interview, do your homework! Understand the company’s values and how they align with your own. Be ready to discuss your past experiences and how they can benefit the firm, especially in building a successful HNW division.
We think you need these skills to ace High End Divorce Specialist Financial Consultant in Birmingham
Some tips for your application 🫡
Showcase Your Experience:Make sure to highlight your experience with HNW and UHNW clients in your application. We want to see how you've navigated complex financial needs and built strong relationships in your previous roles.
Be Authentic:Let your personality shine through in your written application. We value genuine connections, so don’t be afraid to share your unique approach to financial advising and how you plan to shape our HNW division.
Tailor Your Application:Customise your application to reflect the values and goals of our firm. We’re looking for someone who aligns with our vision, so make sure to connect your skills and experiences to what we’re all about.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to us quickly and allows you to showcase your interest in joining our team right from the start!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you’re well-versed in the intricacies of high net worth and ultra high net worth financial planning. Brush up on complex portfolios, pensions, investments, and protection strategies. This will not only show your expertise but also demonstrate your commitment to providing top-notch advice.
✨Showcase Your Connections
Since this role values existing relationships, be prepared to discuss your introducer links and client connections. Bring examples of how these relationships have benefited your previous clients and how you plan to leverage them in this new position.
✨Emphasise Autonomy and Strategy
This role offers the freedom to shape your own HNW division, so come ready to discuss your vision. Think about how you would approach building a team, developing partnerships, and evolving the service. Show that you can think strategically and are excited about the opportunity to lead.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle complex client needs. Prepare scenarios where you’ve successfully navigated challenges in financial advising, particularly with HNW clients. This will help illustrate your experience and adaptability.
