Wealth Manager – High Net Worth Clients | Hybrid | Up to £130k + 0.43% Bonus on AUM
Company Overview
A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.
The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.
Responsibilities
-
Build and manage a portfolio of HNW and UHNW clients.
-
Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.
-
Conduct thorough fact-finds, cashflow modelling, and risk assessments.
-
Work closely with paraplanners and admin teams to deliver exceptional client service.
-
Maintain compliance with all FCA regulations and industry standards.
-
Generate new business through referrals, professional connections, and networking.
Requirements
-
Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.
-
Current CAS and SPS (or ability to obtain promptly).
-
Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
-
Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.
-
Have a following of £10Million AUM after covenants
Desirable Skills:
-
Strong interpersonal and communication skills.
-
Entrepreneurial approach with high self-motivation.
-
Integrity, discretion, and a client-centric mindset.
-
Location: London or South East-based; other UK regions considered.
-
Work Type: Hybrid (2-3 days office or client-facing, remainder remote).
-
Travel: Required for in-person client meetings, as appropriate.
Salary & Benefits
-
Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).
-
Bonus: 0.43% of new Assets Under Management (AUM) introduced.
-
Structured career progression and equity opportunities (long-term).
-
Paraplanning and administrative support provided.
-
Marketing and business development support
-
CPD support and funding toward Chartered status.
-
Flexible working hours and a positive, inclusive team culture.