Financial Advisor

The successful candidate will work with high-net-worth and internationally mobile clients providing comprehensive wealth management advice and introducing them to sophisticated investment opportunities beyond traditional investment portfolios.

We provide our advisers with a robust operational infrastructure and access to a specialist investment platform enabling them to focus on building long-term client relationships delivering tailored financial solutions and growing assets under management.

INVESTMENT PROPOSITION

Our advisers have access to a diverse range of alternative and private market investment strategies designed to offer clients greater diversification and exposure to opportunities beyond traditional public markets.

Our investment proposition includes:

• Private Equity & Venture Capital Access to high-growth businesses emerging sectors and private investment opportunities.
• Litigation Funding Opportunities Alternative investment strategies linked to legal claims offering exposure to non-correlated asset classes.
• Quantitative FX Strategies Algorithm-driven foreign exchange investment strategies.
• Digital Asset & Blockchain Investments Exposure to evolving cryptocurrency and blockchain markets.
• Precious Metals Strategies Structured investment opportunities linked to physical gold and other commodities.
• Luxury Asset Investments Opportunities to invest in rare collectible assets including classic and luxury automobiles with historical appreciation potential.
• Private Market Income & Structured Opportunities Access to specialist income-generating investments and structured investment solutions.

These investment solutions allow our advisers to deliver a broader and more diversified wealth management proposition tailoring opportunities to each clients individual objectives investment experience risk appetite and long-term financial goals.

Qualifications :

We are interested in speaking with experienced advisers who demonstrate the following:

• Hold a CISI Level 3 qualification or an equivalent financial advisory qualification with Level 4 preferred.
• Have a minimum of five years experience within wealth management financial advisory or private banking.
• Demonstrate strong relationship-building networking and client development skills.
• Have an entrepreneurial mindset and the ambition to build and grow a successful advisory practice.
• Ideally possess previous experience advising high-net-worth individuals and/or internationally mobile expatriate clients.

We are looking for commercially minded relationship-focused advisers who are passionate about delivering exceptional client service and building long-term success within the private wealth sector.

Additional Information :

WHAT WE OFFER

EXISTING AUM IS WELCOME BUT NOT REQUIRED TO BE CONSIDERED!

• A boutique wealth management environment with direct access to senior leadership and decision-makers.
• The opportunity to offer clients access to unique alternative investment opportunities rarely available within traditional IFA environments.
• Established operational infrastructure and investment support allowing you to focus on building client relationships and growing assets under management.
• Exposure to an international network of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) investors.
• Significant long-term earning potential with the opportunity to build and develop a successful advisory business.

IMPORTANT CANDIDATE REQUIREMENTS

Applicants should have:

• A minimum of 35 years client-facing experience within a wealth management financial advisory or private banking environment.
• Recognised investment or financial advisory qualifications such as a minimum Level 3 CISI CII or an equivalent qualification.

This is a performance-driven client-facing role focused on developing long-term client relationships identifying new business opportunities and growing assets under management.

We are particularly interested in commercially minded advisers with an entrepreneurial approach and the ambition to build a successful career within an established boutique private wealth environment.

Remote Work :

No

Employment Type :

Full-time