Provides regulated wealth advice and relationship management to private clients across banking, investments, wealth planning and lending.
Our client seeks an experienced Wealth / Senior Wealth Adviser to join their team and step into a high-impact role where you'll be the trusted partner to a portfolio of private clients - delivering insightful, compliant wealth advice and exceptional relationship management. You'll grow your own book of business, uncover new opportunities, and shape outstanding client outcomes across banking, investments, wealth planning, and lending. This role is ideal for a driven, commercially minded adviser who thrives on building relationships, navigating complex financial needs, and creating long-term value for clients.
Key Skills and Experience
- Proven experience providing financial advice to private clients in a regulated wealth management or private banking environment.
- Demonstrable success in building, managing, and retaining client relationships and achieving portfolio growth targets.
- Strong working knowledge of investment products, lending solutions, wealth planning principles, and financial markets.
- RDR compliant investment qualification - Minimum Level 4 (Essential) - Working towards Level 6.
- CeMAP or equivalent regulated lending qualification (or willingness to obtain if required for role scope) - Desirable).
- Clear understanding of regulatory requirements, governance standards, and conduct risk.
- Strong commercial awareness with the ability to identify opportunities aligned to client needs and business objectives.
- Technologically competent, with experience using CRM systems, financial planning tools, and Microsoft Office applications.
For a full list of responsibilities and requirements or to apply for this great role, please visit the website at searchandselect.com, quoting the reference number: 16556
