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Helping Wealth & Asset Management Firms Hire Top Talent | Wealth (North UK) + Sales, Marketing & Client Services in Asset Management.
Are you a personable and professional Financial Adviser looking to build long-term relationships and deliver exceptional client experiences? We’re recruiting on behalf of a successful wealth management firm that’s committed to high standards, continued development, and client-first advice.
What you’ll be doing:
* Delivering an outstanding, personalised service to clients, ensuring their needs are at the heart of everything you do
* Driving AUM and revenue growth through trusted, long-term relationships
* Managing the full client review process with care, organisation, and consistency
* Working closely with the internal support team to ensure a seamless client journey
* Applying Consumer Duty principles in all advice and interactions
* Maintaining up-to-date knowledge of financial products and holistic planning approaches
* Operating in full compliance with FCA regulations and embedding best practice in your work
* Participating fully in the firm’s T&C framework for your ongoing professional development
What we’re looking for:
* A qualified Financial Adviser with a client-centric mindset
* Organised, punctual, and detail-oriented
* Able to adapt to individual client needs with empathy and professionalism
* A collaborative approach and a willingness to engage with the wider team
* Someone who truly values ethical, compliant advice and always strives to do the right thing
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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