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Assistant Financial Advisor – London Wealth Manager, Slough
Location: Slough, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views:
1
Posted:
22.08.2025
Expiry Date:
06.10.2025
Job Description:
A leading London Wealth Manager, providing bespoke advice to HNW clients both in the UK and overseas, is looking to expand their team with an Assistant Financial Advisor. This role is suitable for experienced Paraplanners or Financial Advisors at the beginning of their advisory career seeking a long-term opportunity.
The firm specializes in multi-jurisdictional solutions for complex financial arrangements, with a strong knowledge of global products and services. The role involves developing skills to provide comprehensive advice on Investment Management, Financial Planning, and Tax, navigating UK and International regulations.
Key responsibilities include:
1. Meeting with clients to discuss financial circumstances and objectives.
2. Conducting research to propose suitable investment strategies.
3. Explaining complex information clearly to clients to facilitate informed decisions.
4. Collaborating with technical support teams and external advisors.
5. Liaising with third-party providers and regulators.
6. Updating knowledge on industry regulations and legislative changes.
Applicants must hold a minimum of Level 4 Diploma or equivalent. Knowledge of HNW clients and international arrangements is advantageous but not essential. The company offers a flexible environment, open to candidates interested in developing new client relationships or managing existing portfolios.
For more information, please contact Richard Garbett.
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