* Investment Advisor jobs in the United Kingdom
78 Investment Advisor jobs in the United Kingdom
Senior Property Investment Consultant
Manchester, North West The People Pod
Posted 5 days ago
Job Description
permanent
Senior Property Investment Consultant
If you know property investment and know how to close, this is the role for you.
We are working with one of the most respected and successful property investment companies in the market. They generate more high-quality, qualified leads than their consultants can currently handle.
If you have 1-2 years of property investment sales experience, want a real pipeline,.
WHJS1_UKTJ
This advertiser has chosen not to accept applicants from your region.
Head of Wealth Management
The Curve Group
Posted today
Job Description
Head of Wealth Management
London
Our Client is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of a Head of Wealth Management.
Please note that this is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities:
To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc.), attract and retain high-value clients, and grow the Wealth Management business with a strong focus on client satisfaction metrics within our target market.
Leadership Responsibilities:
* Promote strong and effective working relationships and communications with staff, ensuring that they are motivated, developed and supported.
* Work with Head of Private Banking to develop the team’s Business strategy
* Shape and support development of the business strategy, including periodic performance reviews for CEO.
* Achieve annual new business targets as agreed with Management
* Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
* Develop Sales Leads generation from internal sources, the group, client referrals and personal network.
* On board clients for private banking products and services in accordance with UK and the bank's procedures and regulations.
Technical Responsibilities:
* Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
* Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
* Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
* Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites
* Oversee and ensure the flow of clients’ transactions and investments portfolio is in accordance with client’s mandate and risk profile.
* Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
Competency Supervisory Responsibilities:
* Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
* Liaise with the Bank’s external supervisor to ensure strict adherence to the T & C with regards to attaining competency.
Service Responsibilities:
* To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
* Supervise activities of middle office and back office to ensure timely and efficient service delivery to private banking
Key Skills/Experience:
* Very experienced as a Private Banker/ Investment Advisor.
* Current experience of Wealth Management in Private Banking
* Understanding of UK regulatory framework and experience in implementing same
* Experienced manager of a team of advisors.
* Direct knowledge and experience of the African market & UK Market.
* Exceptional networking skills and client relationship management skills.
Head of Wealth Management
FirstBank UK Limited
Posted 6 days ago
Job Description
Head of Wealth Management
London
FirstBank UK is a globally recognised, top-tier bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business with over 10 million active customers in over 700 business locations is the oldest African bank in the UK. Due to business requirements, we are now looking to acquire the services of an experienced Head of Wealth Management.
Please note that this is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities:
To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc.), attract and retain high-value clients, and grow the Wealth Management business with a strong focus on client satisfaction metrics within our target market.
Leadership Responsibilities:
* Promote strong and effective working relationships and communications with staff, ensuring that they are motivated, developed and supported.
* Work with Head of Private Banking to develop the team’s Business strategy
* Shape and support development of the business strategy, including periodic performance reviews for CEO.
* Achieve annual new business targets as agreed with Management
* Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
* Develop Sales Leads generation from internal sources, FBN group, client referrals and personal network.
* On board clients for private banking products and services in accordance with UK and FBN procedures and regulations.
Technical Responsibilities:
* Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
* Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
* Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
* Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites
* Oversee and ensure the flow of clients’ transactions and investments portfolio is in accordance with client’s mandate and risk profile.
* Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
Competency Supervisory Responsibilities:
* Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
* Liaise with the Bank’s external supervisor to ensure strict adherence to the T & C with regards to attaining competency.
Service Responsibilities:
* To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
* Supervise activities of middle office and back office to ensure timely and efficient service delivery to private banking
Key Skills/Experience:
* Very experienced as a Private Banker/ Investment Advisor.
* Current experience of Head of Wealth within Private Banking
* Understanding of UK regulatory framework and experience in implementing same
* Experienced manager of a team of advisors.
* Direct knowledge and experience of the African & UK market.
* Exceptional networking skills and client relationship management skills.
In return we offer a fantastic benefits package including:
* Up to 10% employer pension contribution
* Life Assurance Cover
* Income protection
* Private Medical Insurance plan (upon successful completion of probation period)
* Contribution to glasses/contacts and eye testing
* Gym subsidy (up to £50 per month)
* Cycle to work scheme
* Employee Assistance Program
* Interest Free season ticket loan for travel
* 25 days annual leave, rising to 28 after 3 years and 30 after 8 years’ service
* Give As You Earn (GAYE)
The Curve Group is First Bank UK’s outsource partner for Recruitment and a "Data Processor". The Curve Group will hold the information you submit but First Bank UK will have access to it. You can find their privacy policy here:
First Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.
Head of Wealth Management
Posted 6 days ago
Job Description
Head of Wealth Management
London
FirstBank UK is a globally recognised, top-tier bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business with over 10 million active customers in over 700 business locations is the oldest African bank in the UK. Due to business requirements, we are now looking to acquire the services of an experienced Head of Wealth Management.
Please note that this is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities:
To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc.), attract and retain high-value clients, and grow the Wealth Management business with a strong focus on client satisfaction metrics within our target market.
Leadership Responsibilities:
* Promote strong and effective working relationships and communications with staff, ensuring that they are motivated, developed and supported.
* Work with Head of Private Banking to develop the team’s Business strategy
* Shape and support development of the business strategy, including periodic performance reviews for CEO.
* Achieve annual new business targets as agreed with Management
* Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
* Develop Sales Leads generation from internal sources, FBN group, client referrals and personal network.
* On board clients for private banking products and services in accordance with UK and FBN procedures and regulations.
Technical Responsibilities:
* Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
* Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
* Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
* Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites
* Oversee and ensure the flow of clients’ transactions and investments portfolio is in accordance with client’s mandate and risk profile.
* Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
Competency Supervisory Responsibilities:
* Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
* Liaise with the Bank’s external supervisor to ensure strict adherence to the T & C with regards to attaining competency.
Service Responsibilities:
* To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
* Supervise activities of middle office and back office to ensure timely and efficient service delivery to private banking
Key Skills/Experience:
* Very experienced as a Private Banker/ Investment Advisor.
* Current experience of Head of Wealth within Private Banking
* Understanding of UK regulatory framework and experience in implementing same
* Experienced manager of a team of advisors.
* Direct knowledge and experience of the African & UK market.
* Exceptional networking skills and client relationship management skills.
In return we offer a fantastic benefits package including:
* Up to 10% employer pension contribution
* Life Assurance Cover
* Income protection
* Private Medical Insurance plan (upon successful completion of probation period)
* Contribution to glasses/contacts and eye testing
* Gym subsidy (up to £50 per month)
* Cycle to work scheme
* Employee Assistance Program
* Interest Free season ticket loan for travel
* 25 days annual leave, rising to 28 after 3 years and 30 after 8 years’ service
* Give As You Earn (GAYE)
The Curve Group is First Bank UK’s outsource partner for Recruitment and a "Data Processor". The Curve Group will hold the information you submit but First Bank UK will have access to it. You can find their privacy policy here:
First Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.
Head of Wealth Management
London, London The Curve Group
Posted 6 days ago
Job Description
Head of Wealth Management
London
Our Client is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of a Head of Wealth Management.
Please note that this is a hybrid role with 3 days in the office and 2 days working from home.
Key Responsibilities:
To drive attainment of key performance targets (Wealth management operations, revenue, new client additions, Product offering development enhancements, etc.), attract and retain high-value clients, and grow the Wealth Management business with a strong focus on client satisfaction metrics within our target market.
Leadership Responsibilities:
* Promote strong and effective working relationships and communications with staff, ensuring that they are motivated, developed and supported.
* Work with Head of Private Banking to develop the team’s Business strategy
* Shape and support development of the business strategy, including periodic performance reviews for CEO.
* Achieve annual new business targets as agreed with Management
* Ensure the growth and profitability of the Private Banking Wealth Management Portfolio through solicitations and referrals and the judicious selection of Client Portfolios.
* Develop Sales Leads generation from internal sources, the group, client referrals and personal network.
* On board clients for private banking products and services in accordance with UK and the bank's procedures and regulations.
Technical Responsibilities:
* Drive the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Service.
* Proactively manage the clients’ investment portfolios by applying a range of portfolio management techniques.
* Promote the education of clients in the wealth management space and provide financial advisory services to enhance the quality of their investment decisions.
* Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites
* Oversee and ensure the flow of clients’ transactions and investments portfolio is in accordance with client’s mandate and risk profile.
* Development of budgets and targets of private banking business and ensure achievement of monthly and annual targets.
Competency Supervisory Responsibilities:
* Provide supervisory function within WM and Advisory Business Unit, ensuring relevant regulations adhered to for competence sign off of potential Advisors.
* Liaise with the Bank’s external supervisor to ensure strict adherence to the T & C with regards to attaining competency.
Service Responsibilities:
* To develop dispassionate and objective relationships with third party fund managers and professionals e.g. law firms, property specialists and tax advisers.
* Supervise activities of middle office and back office to ensure timely and efficient service delivery to private banking
Key Skills/Experience:
* Very experienced as a Private Banker/ Investment Advisor.
* Current experience of Wealth Management in Private Banking
* Understanding of UK regulatory framework and experience in implementing same
* Experienced manager of a team of advisors.
* Direct knowledge and experience of the African market & UK Market.
* Exceptional networking skills and client relationship management skills.
TalentDome Staffing
Posted 6 days ago
Job Description
Are you a hunter who thrives on closing new business and building relationships with high-net-worth investors?
Join a global leader in investment management and turn your ambition into real impact.
About the Opportunity:
As a Business Development/ Private Client Director, you’ll be on the frontlines:
* Calling warm, qualified leads provided by our marketing team
* Meeting high-net-worth prospects face-to-face
* Closing new business and gathering new client assets for the firm
* £60,000 base salary per annum + uncapped commission. Strong performance incentives with significant earning potential.
This is a full-time, permanent role with remote flexibility across the UK .
You will focus purely on sales — dedicated portfolio management and client service teams handle onboarding and ongoing relationships, letting you do what you do best: sell .
You’ll be joining a dynamic team of 36 Private Client Directors, all highly driven professionals.
What We're Looking For:
5+ years of experience selling financial solutions to high-net-worth individuals (7–10 years ideal, but less is acceptable if you’re exceptional)
Proven and quantifiable track record in closing new business
Background in banking, investment sales, or wealth management
Relentless hunter mentality — you love dialing, pitching, closing, and winning
Highly motivated by success metrics like new client assets and commission
Ability to thrive in a high-activity environment and persist through challenges
Professional, ethical, and committed to putting clients first
Important:
If you have under 7 years of experience but show exceptional hunger and sales ability, you may be considered for our Private Client Executive program — a full-time, in-office track to grow into this role.
Why Join Us?
Work for a trusted, global organization that prioritises its clients and people
100% paid top-tier medical, dental, and annual health screening plans
28 days annual leave (+ ability to buy 3 more) + paid holidays
Enhanced maternity leave and fertility/family-forming benefits (£10,000 equivalent support)
Generous pension scheme (9% contribution + up to 5% match)
Gym subsidy and mental wellbeing support programs
Continuous training, educational support, and personal development programs
Ready to take your sales career to the next level?
Apply now and join a company that rewards your drive, celebrates your wins, and supports your long-term success .
Private Wealth Management Specialist
Posted today
Job Description
Private Wealth Solicitor - £65k DOE, hybrid working, location Islington, London (3 days).
Responsibilities:
* Advising on all aspects of wills, probate, estate administration and trusts.
Required experience:
* Solid knowledge in advising on all aspects of wills, probate, estate administration and trusts.
* Expertise in deputyship and court of protection work is advantageous but not essential.
* Managing your own caseload
* STEP accreditation
* Yearly bonus scheme
* Private medical insurance
My client is a progressive law firm seeking a Private Wealth Solicitor with a minimum of 6 years’ post-qualified experience, with strong technical expertise in private client work to join our growing team.
If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.
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Private Wealth Management Specialist
Atlas Recruitment Group Ltd
Posted today
Job Description
Private Wealth Solicitor - £65k DOE, hybrid working, location Islington, London (3 days).
Responsibilities:
* Advising on all aspects of wills, probate, estate administration and trusts.
Required experience:
* Solid knowledge in advising on all aspects of wills, probate, estate administration and trusts.
* Expertise in deputyship and court of protection work is advantageous but not essential.
* Managing your own caseload
* STEP accreditation
* Yearly bonus scheme
* Private medical insurance
My client is a progressive law firm seeking a Private Wealth Solicitor with a minimum of 6 years’ post-qualified experience, with strong technical expertise in private client work to join our growing team.
If you are interested in the role, please ‘APPLY’ and submit your CV for immediate consideration.
Practice Administrator - Wealth Management
GU21 7SA Woking, South East MaxAd
Posted 26 days ago
Job Description
permanent
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.
Our client .
WHJS1_UKTJ
deVere Group
Posted today
Job Description
deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.
We are selecting a small group of high-potential trainees to join our elite programme.
What We Offer:
Flights to Mauritius & accommodation assistance
Intensive, hands-on training to equip you with industry expertise
The opportunity to work in one of our global offices after successful completion
A competitive package with performance-based bonuses
Who We’re Looking For:
Strong communicators with problem-solving skills
Ambitious, driven, and eager to succeed
Teachable and proactive individuals
Hardworking candidates ready to seize this opportunity
Your training begins with three months in Mauritius, immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.
Opportunities are limited. If you’re serious about launching a global career, apply today for more details!
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