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- Tasks: Manage high-net-worth clients and provide tailored wealth planning solutions.
- Company: Boutique wealth management firm with a focus on next-generation strategies.
- Benefits: Competitive salary, hybrid working, and clear pathways to leadership roles.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with HNW/UHNW clients.
- Other info: Confidential application process ensuring discretion throughout.
The predicted salary is between 60000 - 80000 £ per year.
We are recruiting confidentially on behalf of a boutique, next-generation wealth management firm seeking an experienced Private Client Wealth Adviser / Associate Director to join their senior team. This is a high-touch role working with HNW and UHNW clients, supporting a director and managing your own portfolio. This position offers a clear pathway to senior leadership and potential equity participation.
Key Responsibilities:
- Deliver white-glove relationship management for HNW/UHNW clients (typical portfolios £1m–£10m+), acting as primary or secondary contact.
- Support and advise a director on technical strategy, attend client meetings, and prepare suitability reports and planning notes.
- Provide holistic wealth planning: retirement, investment strategy, estate & IHT, protection, cashflow modelling.
- Coordinate multi-disciplinary advice with tax advisers, solicitors, accountants and investment managers.
- Liaise with DFMs/CIO teams on portfolio design, monitoring and bespoke mandates.
- Oversee onboarding, file quality and audit-ready documentation; drive operational improvements and lead support teams.
- Ensure all advice meets FCA requirements, Consumer Duty and internal compliance.
Skills & Experience Required:
- Level 4 Diploma in Regulated Financial Planning (essential); Level 6/Chartered desirable.
- Proven experience advising HNW/UHNW clients in wealth management, private banking or financial planning.
- Strong technical knowledge of pensions, tax planning, trusts, investments and estate planning.
- Excellent interpersonal and communication skills; confident presenting to senior clients and facilitating multi-party meetings.
- Strong commercial awareness, high attention to detail, and the ability to manage multiple priorities.
- Sound understanding of FCA Conduct Rules, suitability requirements and Consumer Duty.
Package & Logistics:
- Salary: competitive, dependent on experience and qualifications.
- Employment: Full-time (37.5 hours/week), hybrid working.
- Reporting into senior directors.
How to Apply:
Please send a confidential CV and brief cover note outlining relevant HNW experience and notice availability. Due to the sensitive nature of this search, applications will be handled discreetly and confidentiality will be maintained throughout the process.
Confidentiality Notice: This role is being advertised on a strictly confidential basis. Do not share details externally; only candidates with relevant experience will be contacted.
Private Wealth Manager in Lichfield employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited
Contact Detail:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Manager in Lichfield
✨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 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 firm thoroughly, understand their client base, and be ready to discuss how your experience with HNW/UHNW clients aligns with their needs. Practice common interview questions and have your own questions ready to show your interest.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past work, such as case studies or presentations, that highlight your skills in wealth planning and client management. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Private Wealth Manager in Lichfield
Some tips for your application 🫡
Craft a Tailored CV: Make sure your CV highlights your experience with HNW/UHNW clients. We want to see how you've delivered that white-glove service and any relevant qualifications you have, like the Level 4 Diploma in Regulated Financial Planning.
Write a Compelling Cover Note: Your cover note should be brief but impactful. Use it to showcase your relevant experience and why you're the perfect fit for this role. Remember, we’re looking for someone who can support a director and manage their own portfolio!
Showcase Your Technical Knowledge: In your application, don’t shy away from mentioning your technical skills in areas like pensions, tax planning, and investments. We need to know you’ve got the chops to provide holistic wealth planning for our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands, and we’ll handle everything with the utmost confidentiality!
How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Know Your Clients
Before the interview, research the firm’s typical HNW and UHNW clients. Understand their needs and preferences, as well as the specific services the firm offers. This will help you demonstrate your ability to deliver that 'white-glove' service they’re looking for.
✨Showcase Your Technical Knowledge
Brush up on your knowledge of pensions, tax planning, trusts, and investments. Be prepared to discuss how you’ve applied this knowledge in past roles, especially in relation to FCA requirements and Consumer Duty. This will show you’re not just a people person but also technically savvy.
✨Prepare for Multi-Party Meetings
Since this role involves facilitating multi-party meetings, think of examples from your experience where you successfully managed such situations. Highlight your interpersonal skills and how you ensured all parties were engaged and informed during discussions.
✨Demonstrate Commercial Awareness
Be ready to discuss current trends in wealth management and how they impact HNW/UHNW clients. Showing that you understand the market and can anticipate client needs will set you apart as a candidate who is proactive and insightful.