Wealth Management Advisor

Job description

Corporate and Commercial Wealth Advisor

• Location: London or Milton Keynes/Cambridge
• Payrate: £57,000 – 85,000 p/a
• Hours: 35 hours per week

Role Overview

We are seeking an experienced Wealth Advisor to deliver tailored investment advice and financial solutions to corporate clients, business owners, and high-net-worth individuals. This role requires a strong understanding of financial markets, wealth structuring, and relationship management within a regulated environment.

You will be responsible for building and maintaining client relationships, delivering high-quality investment advice, and ensuring all recommendations meet regulatory and risk standards.

Key Responsibilities

• Provide personalised investment advice aligned to client objectives, risk appetite, and financial circumstances
• Build and manage long-term relationships with high-net-worth individuals, corporate clients, and business owners
• Assess client needs to deliver appropriate wealth structuring and financial planning solutions
• Construct and manage investment portfolios across a range of asset classes and financial products
• Maintain a strong understanding of financial markets, economic trends, and investment strategies
• Ensure all activities comply with regulatory requirements, including consumer duty obligations
• Collaborate with internal stakeholders to deliver holistic client solutions
• Identify opportunities to grow assets under management
• Maintain accurate client records in line with compliance frameworks

Professional Experience

• Proven track record of delivering investment advice to clients
• Experience working with high-net-worth individuals and/or corporate clients
• Strong knowledge of investment products, portfolio construction, and wealth structuring strategies
• Understanding of financial markets and financial planning landscape
• Experience operating in a regulated financial services environment
• Knowledge of risk management and control framework

Education & Qualifications

• QCF Level 6 qualification (or minimum of level 4)
• Further professional qualifications or progress towards advanced/chartered status are advantageous

Technical Skills

• Investment market and product knowledge
• Financial planning and portfolio management tools
• Regulatory knowledge including consumer duty
• Financial data analysis

Core Competencies

• Relationship managements
• Communication and influencing skills
• Commercial awareness
• Adaptability to change
• Proactive and results-driven approach

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full-time jobs

Published at

13-06-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English