At a Glance
- Tasks: Manage a portfolio of HNW clients and support the Head of Wealth.
- Company: An award-winning financial services company based in London.
- Benefits: Salary ranges from £80k to £120k plus uncapped bonuses.
- Other info: Role involves maintaining technical standards and supporting team growth.
- Why this job: Opportunity to step into a senior leadership role without needing a client bank.
- Qualifications: Minimum Level 4 Diploma qualified; Level 6 or Chartered status preferred.
Are you an experienced Wealth Adviser ready to step up into a senior, leadership facing role? Our client is an award winning financial services company based in London. Continued success has led to the expansion of the Wealth Management team, and they are now seeking a Senior Wealth Adviser to operate as deputy to the Head of Wealth.
Alongside managing your own portfolio of predominantly HNW clients, you will play a key role in supporting the Head of Wealth in leading a team of Wealth Advisers, maintaining technical and quality standards, and supporting the continued growth of the business. With a fantastic lead source and no client bank required, this is an outstanding opportunity for a senior adviser looking to broaden their responsibilities and influence.
- Senior role supporting the Head of Wealth
- No client bank or funds under management required
- Diploma Qualified Level 4 (minimum); Level 6 / Chartered status desirable
- Fantastic lead source predominantly HNW clients
Responsibilities:
Providing independent, objective advice to clients on a range of financial topics. Analysing clients' financial situations...
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