Remote Private Wealth Adviser | Grow UK Client Book

Skybound Wealth Management Limited; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A global financial advisory company is seeking a Private Wealth Adviser to build and grow a client base in the UK. The ideal candidate should have a Level 4 qualification in financial advice, prior experience as a financial adviser, and a strong focus on client acquisition and relationship management. This role allows for remote working and provides support through advanced technology and compliance teams, aiming for positive client outcomes and revenue growth. Competitive remuneration will reward successful client relationships.

Benefits

Centralised compliance and operations

Proprietary wealth technology

Competitive remuneration

Qualifications

• Experience as a practising financial adviser.
• Ability to work autonomously while leveraging central support teams.
• High standards of professionalism and follow-through.

Responsibilities

• Develop and grow your own client book through referrals and outreach.
• Convert prospects into long-term advisory relationships.
• Deliver holistic financial advice across various planning areas.

Skills

Client acquisition

Relationship management

Holistic financial advice

Professionalism

Education

Level 4 qualification in financial advice or equivalent

Job description

A global financial advisory company is seeking a Private Wealth Adviser to build and grow a client base in the UK. The ideal candidate should have a Level 4 qualification in financial advice, prior experience as a financial adviser, and a strong focus on client acquisition and relationship management. This role allows for remote working and provides support through advanced technology and compliance teams, aiming for positive client outcomes and revenue growth. Competitive remuneration will reward successful client relationships.