Corporate and Commercial Wealth Advisor
* Location: London
* 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
* Minimum QCF Level 4 qualification (or equivalent)
* 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