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, bonus structure, and strong support.
- Other info: Clear progression route to lead your own specialist team as demand grows.
- 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 - 80000 £ 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.
Senior UHNW Financial Consultant. Job in Birmingham Move Collective Jobs employer: Broughton Group
Join a dynamic wealth management firm in Birmingham that champions adviser autonomy and values-driven service. With a competitive salary starting at £80,000, a supportive infrastructure, and clear pathways for career progression, this role offers seasoned financial consultants the chance to build their own HNW division while focusing on meaningful client relationships and strategic planning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior UHNW Financial Consultant. Job in Birmingham Move Collective Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant groups. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about HNW and UHNW financial planning. This not only positions you as a thought leader but also attracts potential clients and employers.
✨Tip Number 3
Leverage your existing connections! Reach out to your introducer links and past clients to let them know you're looking for new opportunities. They might have leads or know someone who does, so don’t be shy!
✨Tip Number 4
Apply through our website! We’ve got a dedicated platform where you can find roles tailored to your skills. Plus, it shows you’re serious about joining our team and helps us get to know you better right from the start.
We think you need these skills to ace Senior UHNW Financial Consultant. Job in Birmingham Move Collective Jobs
Some tips for your application 🫡
Showcase Your Experience:Make sure to highlight your experience with HNW and UHNW clients. We want to see how you've navigated complex financial needs and built long-lasting relationships in your previous roles.
Be Authentic:Let your personality shine through! 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. Show us how your vision aligns with ours and how you can contribute to the growth of our specialist division.
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!
How to prepare for a job interview at Broughton Group
✨Know Your Stuff
Make sure you’re well-versed in the specifics of high net worth and ultra high net worth financial advising. Brush up on complex portfolio management, pensions, investments, and protection strategies. Being able to discuss these topics confidently will show that you’re not just a candidate, but a potential leader in this space.
✨Showcase Your Connections
Since this role values existing relationships, be prepared to talk about your introducer links and client connections. Have specific examples ready that demonstrate how these relationships have benefited your previous clients. This will highlight your ability to bring value to the firm right from the start.
✨Demonstrate Strategic Thinking
This position requires thoughtful, strategic planning. Be ready to discuss how you approach financial planning for HNW and UHNW clients. Use examples from your past experiences to illustrate your ability to create tailored strategies that meet complex needs.
✨Emphasise Your Autonomy
The company is looking for someone who can shape their own division. Talk about times when you’ve taken initiative or led projects independently. Highlight your experience in building teams or services, as this will resonate with their desire for a self-driven consultant who can grow alongside the firm.
