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For Companies At a Glance
- Tasks: Launch and scale your own financial advisory firm with expert support.
- Company: Join Hamilton Bradshaw, founded by Dragons’ Den's James Caan, in building wealth.
- Benefits: Enjoy equity ownership, growth capital, and operational support to thrive.
- Why this job: Empower yourself while helping clients grow their wealth; make a lasting impact.
- Qualifications: Proven experience as a financial adviser with a strong client base.
- Other info: This is a unique opportunity to become a business founder, not just an employee.
The predicted salary is between 36000 - 60000 £ per year.
Calling All Experienced Financial Advisers
You already build wealth for your clients every day — but what if you could create lasting capital value for yourself at the same time? Hamilton Bradshaw, the private equity firm founded by James Caan, is building a portfolio of financial services businesses. We're co-founding new firms with experienced advisers who want to launch and scale a brand of their own.
Why Take the Leap?
You already help clients grow and preserve their wealth. By stepping into ownership, you can grow and preserve your own — because every £1 of annual fee income can be worth 4x that in capital value if and when you sell your business. Whether you manage investments directly or partner with a DFM, we can support you in building a business model that fits your clients’ needs.
Our Model: Your Venture, Our Backing
We provide capital, support, and mentorship to accelerate your firm's growth. The faster it scales, the more capital value you create — and the more attractive your business becomes to future buyers in a consolidator-driven market.
What You’ll Get
- Equity Ownership – You’re the founder, not an employee
- Growth Capital – Funding to launch and scale your practice
- Operational Support – Finance, legal, compliance, governance
- Strategic Advisory – Mentorship from experienced growth leaders
- Branding & Positioning – Build a compelling, client-centric brand
Who We’re Looking For
- Proven experience as a trusted financial adviser, offering strategic guidance to clients
- Strong track record of working with HNW/UHNW individuals
- A clear vision and an initial pipeline of target clients
If you're ready to own your future while delivering outstanding value to your clients, submit your details to us.
Launch Your Own Wealth Firm Backed by Dragons’ Den James Caan employer: Hamilton Bradshaw UK & Europe
Contact Detail:
Hamilton Bradshaw UK & Europe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Launch Your Own Wealth Firm Backed by Dragons’ Den James Caan
✨Tip Number 1
Network with other financial advisers who have successfully launched their own firms. They can provide invaluable insights and share their experiences, which can help you understand the challenges and opportunities in starting your own business.
✨Tip Number 2
Research the current market trends in financial services, especially focusing on high-net-worth and ultra-high-net-worth individuals. Understanding what these clients are looking for will help you tailor your pitch and demonstrate your expertise during discussions.
✨Tip Number 3
Prepare a clear vision for your firm, including your unique selling proposition and target client base. This will not only help you stand out but also show potential partners that you have a solid plan for growth and success.
✨Tip Number 4
Engage with mentors or industry leaders who can provide guidance and support as you embark on this journey. Their experience can be crucial in navigating the complexities of launching and scaling your own wealth management firm.
We think you need these skills to ace Launch Your Own Wealth Firm Backed by Dragons’ Den James Caan
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly your work with high-net-worth and ultra-high-net-worth individuals. Emphasise any achievements that demonstrate your ability to build wealth for clients.
Craft a Compelling Cover Letter: In your cover letter, express your vision for launching your own wealth firm. Discuss how your experience aligns with the opportunity at Hamilton Bradshaw and how you plan to leverage their support to grow your business.
Showcase Your Client Pipeline: Clearly outline your initial pipeline of target clients in your application. This will demonstrate your proactive approach and readiness to step into ownership, which is crucial for this role.
Highlight Your Strategic Guidance Skills: Provide examples of how you've offered strategic guidance to clients in the past. This will showcase your expertise and reassure the company of your capability to lead a financial services business.
How to prepare for a job interview at Hamilton Bradshaw UK & Europe
✨Showcase Your Expertise
Make sure to highlight your experience as a financial adviser, especially your work with high-net-worth and ultra-high-net-worth individuals. Prepare specific examples of how you've successfully guided clients in the past.
✨Demonstrate Your Vision
Be ready to articulate your vision for your own wealth firm. Discuss your ideas on branding, client acquisition, and how you plan to differentiate your services in a competitive market.
✨Prepare Questions
Have insightful questions prepared about the support and mentorship offered by Hamilton Bradshaw. This shows your interest in their backing and how it aligns with your goals.
✨Emphasise Your Client Pipeline
Discuss your initial pipeline of target clients confidently. This will demonstrate your proactive approach and readiness to hit the ground running once you launch your firm.
