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Assistant Financial Advisor – London Wealth Manager, London (City of London)
Client:
Location:
London (City of London), United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
1
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
Assistant Financial Advisor – London Wealth Manager
Salary is subject to experience.
London
A leading London Wealth Manager, providing expert bespoke advice to HNW clients both in the UK and overseas, is looking to expand their team by recruiting an Assistant Financial Advisor. This role is suitable for experienced Paraplanners or Financial Advisors at the beginning of their advisory careers seeking a long-term opportunity.
The firm specializes in advising HNW private clients, families, and trusts, offering multi-jurisdictional solutions for complex financial arrangements, with a focus on global products and services.
This role involves developing skills to provide comprehensive advice to clients and navigating UK and international regulations related to Investment Management, Financial Planning, and Tax.
Key responsibilities include:
1. Meeting with clients to discuss their financial situations, objectives, and preparing plans.
2. Conducting research and analysis to recommend suitable investment strategies.
3. Explaining complex information to clients to help them understand and make informed decisions.
4. Collaborating with internal technical support teams to meet client needs.
5. Liaising with third-party providers, regulators, and external advisors.
6. Working with clients' other professional advisors, such as accountants and lawyers.
7. Continuously updating knowledge on industry regulations and legislative changes.
Applicants must hold at least a Level 4 Diploma or equivalent. Knowledge of HNW clients and international arrangements is advantageous, but the company is open to the right candidate.
The company can manage a portfolio of existing clients or develop new client relationships. With expansion plans, this is an exciting opportunity with flexibility in hiring.
For more information, please contact Richard Garbett.
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