Wealth Adviser

Overview

In this role you provide high-quality financial planning and wealth management advice while supervising a team of advisers. You will uphold FCA standards, maintain accurate client records, and drive compliant, client-focused outcomes. You will develop enduring client relationships and identify opportunities to grow portfolios. You work closely with the Head of Wealth to support training, risk management, and business growth in a collaborative, values-driven culture. This is a hands-on role that combines advisory excellence with people leadership and regulatory stewardship.

Pay / Benefits

• reasonable adjustments
• flexible hours
• hybrid working

Responsibilities

• Deliver holistic financial planning across investments, pensions, protection and tax-efficient strategies
• Build and maintain long-term client relationships with regular reviews to ensure suitability and compliance
• Identify opportunities to grow client portfolios and offer additional services
• Ensure adherence to FCA regulations and internal compliance standards; maintain up-to-date client records
• Supervise and mentor a defined group of wealth advisers; support training and coaching; monitor file quality and internal processes
• Escalate material risks or performance concerns to Head of Wealth

Key requirements

• Experience as a Wealth Adviser
• Strong technical knowledge of financial planning products and UK regulations
• Experience supervising, mentoring or supporting advisers
• Strong interpersonal and communication skills
• High attention to detail and strong compliance awareness
• Ability to balance day-to-day role with supervisory responsibilities

• Strong interpersonal and communication skills
• Relationship-building
• Coaching and mentoring
• UK financial regulations (FCA)
• Financial planning products
• Compliance and risk management

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