Confidential \"Private Client Wealth Adviser / Associate Director\" (Hybrid)
We are recruiting confidentially on behalf of a boutique, next‑generation wealth management firm seeking an experienced Private Client Wealth Adviser / Associate Director to join their senior team. This is a high‑touch role working with HNW and UHNW clients, supporting a director and managing your own portfolio. This position offers a clear pathway to senior leadership and potential equity participation.
Key Responsibilities:
- Deliver white‑glove relationship management for HNW/UHNW clients (typical portfolios £1m–£10m+), acting as primary or secondary contact.
- Support and advise a director on technical strategy, attend client meetings, and prepare suitability reports and planning notes.
- Provide holistic wealth planning: retirement, investment strategy, estate & IHT, protection, cashflow modelling.
- Coordinate multi‑disciplinary advice with tax advisers, solicitors, accountants and investment managers.
- Liaise with DFMs/CIO teams on portfolio design, monitoring and bespoke mandates.
- Oversee onboarding, file quality and audit‑ready documentation; drive operational improvements and lead support teams.
- Ensure all advice meets FCA requirements, Consumer Duty and internal compliance.
Skills & Experience Required:
- Level 4 Diploma in Regulated Financial Planning (essential); Level 6/Chartered desirable.
- Proven experience advising HNW/UHNW clients in wealth management, private banking or financial planning.
- Strong technical knowledge of pensions, tax planning, trusts, investments and estate planning.
- Excellent interpersonal and communication skills; confident presenting to senior clients and facilitating multi‑party meetings.
- Strong commercial awareness, high attention to detail, and the ability to manage multiple priorities.
- Sound understanding of FCA Conduct Rules, suitability requirements and Consumer Duty.
Package & Logistics:
- Salary: competitive, dependent on experience and qualifications.
- Employment: Full‑time (37.5 hours/week), hybrid working.
- Reporting into senior directors.
How to Apply:
Please send a confidential CV and brief cover note outlining relevant HNW experience and notice availability. Due to the sensitive nature of this search, applications will be handled discreetly and confidentiality will be maintained throughout the process.
Confidentiality Notice:
This role is being advertised on a strictly confidential basis. Do not share details externally; only candidates with relevant experience will be contacted.