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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 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
Apply Now
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: LinkedIn
Contact Detail:
LinkedIn 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 wealth firm.
✨Tip Number 2
Research the current market trends in wealth management, especially focusing on high-net-worth and ultra-high-net-worth individuals. Understanding what these clients are looking for will help you tailor your business model to meet their needs effectively.
✨Tip Number 3
Consider developing a clear business plan that outlines your vision, target clients, and growth strategy. This will not only help you clarify your goals but also demonstrate your commitment and preparedness to potential partners and investors.
✨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 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 🫡
Highlight Your Experience: Make sure to emphasise your proven experience as a financial adviser. Detail your track record of working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, showcasing specific examples of how you've helped clients grow their wealth.
Articulate Your Vision: Clearly outline your vision for the firm you wish to launch. Describe your business model and how it aligns with the needs of your target clients. This will demonstrate your strategic thinking and readiness for ownership.
Showcase Your Pipeline: Mention any initial pipeline of target clients you have. This shows that you are proactive and have already started planning for your venture, which can be very appealing to potential backers.
Craft a Compelling Cover Letter: Write a strong cover letter that not only summarises your qualifications but also conveys your passion for building a client-centric brand. Use this opportunity to connect your personal values with the mission of Hamilton Bradshaw.
How to prepare for a job interview at LinkedIn
✨Showcase Your Experience
Make sure to highlight your proven experience as a financial adviser. Discuss specific examples of how you've successfully guided high-net-worth clients and the strategies you've implemented to help them grow their wealth.
✨Demonstrate Your Vision
Prepare to articulate your vision for your own wealth firm. Think about what sets your approach apart and how you plan to attract and retain clients. This will show that you're not just looking for a job, but are ready to take ownership.
✨Understand Their Model
Familiarise yourself with Hamilton Bradshaw's business model and how they support new firms. Be ready to discuss how their backing can help you scale your practice and create capital value, demonstrating that you’ve done your homework.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the mentorship opportunities available and how they envision the growth of your firm. This shows your genuine interest in the role and your commitment to building a successful business.
