Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build your own HNW division and provide holistic financial planning to sophisticated clients.
- Company: Join a values-driven wealth management firm with genuine adviser autonomy.
- Benefits: Competitive salary starting at £80,000 plus bonuses and strong support.
- Why this job: Shape your own HNW proposition and influence service evolution.
- Qualifications: Level 4 Diploma qualified with experience advising HNW and UHNW clients.
- Other info: Clear progression route and dynamic environment for growth.
The predicted salary is between 80000 - 112000 £ per year.
This High Net Worth and Ultra High Net Worth Financial Advisor role offers an opportunity for an established Private Banking Financial Adviser to build their own HNW division within a respected, values driven wealth management firm. The role is designed for someone who already operates at the top end of the market and can bring long standing relationships, introducer links and client connections. You will have the autonomy to shape how high net worth planning is delivered, decide which professional partnerships to prioritise and influence how the service evolves. You will work with sophisticated HNW and UHNW clients who value thoughtful, strategic planning. With strong paraplanning, administrative and marketing support, you can focus on relationship building, advice quality and long term growth of your own specialist division.
Responsibilities
- Providing holistic financial planning to HNW and UHNW clients
- Reviewing complex portfolios across pensions, investments and protection
- Bringing existing introducer connections and deepening new professional partnerships
- Using planning and cashflow tools to demonstrate long term strategies
- Helping shape and develop a specialist HNW proposition
- Growing, over time, a focused HNW team around you as demand increases
Qualifications
- Essential - Level 4 Diploma qualified Financial Adviser
- Essential - Proven experience advising HNW and UHNW clients with complex needs
- Essential - Ability to bring introducer relationships and client connections
- Desirable - Background in private banking, discretionary wealth or similar environment
- Desirable - Chartered or actively working towards Chartered status
The Company
You will be joining a growing, advice led wealth management firm that blends strong values with genuine adviser autonomy. They have the infrastructure, systems and support of an established business, while still offering the freedom for experienced advisers to carve out and lead their own specialist division.
Benefits
- Basic salary upwards of £80,000 with flexibility for proven HNW specialists
- Bonus structure aligned to revenue generation and division growth
- Birmingham office base with flexibility around client and introducer meetings
- Strong paraplanning, administrative and marketing support
- Clear progression route to build and lead a HNW division
Location
Ideal for advisers based within a reasonable commute of Birmingham, with willingness to travel across the region for client and introducer meetings.
How to Apply
If you want to build your own HNW proposition rather than simply service one, apply now for a confidential conversation.
UHNW Financial Advisor in Birmingham employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UHNW Financial Advisor in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to your existing contacts. Building relationships is key, especially when you're looking to work with HNW and UHNW clients.
✨Showcase Your Expertise
When you meet potential clients or partners, make sure to highlight your experience and success stories. Share how you've helped similar clients achieve their financial goals. This will build trust and show that you know your stuff!
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and updates about the financial market. Engaging with your audience online can help you establish yourself as a thought leader in the HNW space and attract potential clients.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that role! We’re all about helping you find the right fit, so take advantage of our resources and support to get your foot in the door.
We think you need these skills to ace UHNW Financial Advisor in Birmingham
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience with HNW and UHNW clients. We want to see how you've navigated complex portfolios and built those all-important relationships.
Tailor Your Application: Don’t just send a generic application! Tailor it to reflect the values and goals of our firm. We love seeing candidates who understand what we stand for and how they can contribute to our mission.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your qualifications and experiences without unnecessary fluff.
Apply Through Our Website: Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you’re well-versed in the intricacies of HNW and UHNW financial planning. Brush up on complex portfolios, pensions, investments, and protection strategies. Being able to discuss these topics confidently will show that you’re not just a candidate, but a knowledgeable advisor ready to take on the role.
✨Showcase Your Connections
Since this role values existing relationships, be prepared to talk about your introducer connections and how you’ve deepened professional partnerships in the past. Bring specific examples of how these relationships have benefited your clients and how they can translate into success for the firm.
✨Demonstrate Strategic Thinking
Use planning and cashflow tools to illustrate your long-term strategies during the interview. This will not only highlight your technical skills but also your ability to think ahead and provide tailored solutions for sophisticated clients.
✨Emphasise Your Vision
Discuss how you envision shaping and developing a specialist HNW proposition. Share your ideas on what makes a successful HNW division and how you plan to grow a focused team around you. This shows that you’re not just looking for a job, but are genuinely interested in contributing to the firm’s future.
