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- Tasks: Manage and grow a portfolio of high-value private clients with sophisticated planning.
- Company: Modern wealth management firm focused on high-touch service and client relationships.
- Benefits: Market-leading remuneration, wellbeing support, and professional development opportunities.
- Why this job: Join a progressive team and influence high-level client strategies.
- Qualifications: Level 4 Diploma required; experience with HNW clients is essential.
- Other info: Clear progression opportunities, including leadership roles and equity participation.
The predicted salary is between 80000 - 100000 £ per year.
We have a fantastic opportunity for an experienced Private Client Wealth Adviser to join a modern, forward‑thinking wealth management firm in a senior Associate Director & Adviser position. This role offers the chance to work closely with Directors and lead relationships with HNW and UHNW private clients, delivering sophisticated planning and high‑touch service.
Key Highlights of the Role
- Manage and grow a portfolio of high‑value private clients (£1m–£10m+ AUM)
- Partner with Directors on complex planning cases and advanced client strategy
- Deliver holistic wealth planning across investment strategy, pensions, tax, estate/IHT, trusts, and intergenerational planning
- Contribute to investment discussions with DFMs and internal investment teams
- Maintain a high‑standard private‑client service environment with a strong relationship‑led approach
- Influence operational standards and help evolve the client proposition
- Clear long‑term progression opportunities, including future leadership and potential equity participation
Qualifications
- Level 4 Diploma required; Level 6/Chartered advantageous
- Strong background advising HNW individuals within wealth management, financial planning, or private banking
- Deep technical understanding across pensions, tax planning, investments, trusts, and estate planning
- Exceptional communication skills and confidence in managing sophisticated clients
- Committed to delivering a high‑quality, high‑touch advisory experience
Includes a market‑leading remuneration package supported by extensive wellbeing, lifestyle and professional development benefits. If you are an experienced adviser looking for a senior, influential role within an ambitious and progressive wealth management environment - express your interest by applying today.
Associate Director - Wealth Management in London employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director - Wealth Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, understand their client base, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your expertise in managing HNW and UHNW clients.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in wealth management, especially any complex planning cases you've handled. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to express your interest in this fantastic opportunity. Plus, it shows you're serious about joining our forward-thinking team in wealth management.
We think you need these skills to ace Associate Director - Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Associate Director role. Highlight your background in advising HNW individuals and any relevant qualifications, like your Level 4 Diploma or higher.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share your passion for wealth management and how your experience aligns with our focus on high-touch service and sophisticated planning.
Showcase Your Communication Skills: Since exceptional communication is key in this role, make sure your application showcases your ability to manage sophisticated clients. Use clear, concise language and provide examples of how you've successfully built relationships in the past.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows your enthusiasm for joining our modern, forward-thinking team at StudySmarter.
How to prepare for a job interview at Burton Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, especially around pensions, tax planning, and investments. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential leader in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed high-value clients or complex planning cases. This will help demonstrate your ability to deliver the high-touch service they’re looking for.
✨Ask Insightful Questions
Think about what you want to know regarding their approach to client relationships and operational standards. Asking thoughtful questions shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
✨Demonstrate Your Communication Skills
Since exceptional communication is key for this role, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to refine your delivery and ensure you come across as approachable and knowledgeable.