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.
UHNW Financial Advisor. 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 the unique opportunity to build your own High Net Worth division while focusing on meaningful client relationships and strategic financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land UHNW Financial Advisor. Job in Birmingham Move Collective Jobs
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join local finance groups, and don’t be shy about reaching out to your existing contacts. Building relationships is key, especially when you're looking to attract HNW and UHNW clients.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience in financial advising. Use social media platforms like LinkedIn to share insights, articles, and success stories. This will help you stand out and attract the right clients who value strategic planning.
✨Leverage Our Website
Don’t forget to check out our website for job openings and resources tailored for financial advisors. Applying through us not only gives you access to exclusive opportunities but also connects you with a supportive community of professionals.
✨Prepare for Conversations
When you land an interview or a networking chat, come prepared with questions and insights about the firm and the market. Show them you’re not just another advisor; you’re someone who understands the complexities of HNW and UHNW client needs.
We think you need these skills to ace UHNW Financial Advisor. Job in Birmingham Move Collective Jobs
Some tips for your application 🫡
Show Off Your Experience:When you're writing your application, make sure to highlight your experience with HNW and UHNW clients. 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 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:Make sure to tailor your application specifically for this role. Reference the job description and align your skills and experiences with what we’re looking for. This shows us that you’ve done your homework and are genuinely interested.
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 to join our team.
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 qualified, but also passionate about the role.
✨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
Think about how you would shape and develop a specialist HNW proposition. Be ready to share your ideas on long-term strategies and how you would use planning and cashflow tools to achieve them. This shows that you’re not just a doer, but a thinker who can contribute to the firm’s evolution.
✨Emphasise Your Autonomy
This role offers the freedom to shape your own division, so make sure to express your desire for autonomy in your work. Share past experiences where you’ve successfully led projects or initiatives independently. This will resonate with the company’s values and show that you’re a good fit for their culture.
