Private Client Adviser

Responsibilities

• Guide clients through complex financial decisions with clear, professional advice
• Develop meaningful relationships with clients through ongoing support and expert guidance
• Conduct detailed financial planning reviews and comprehensive client consultations
• Design and implement personalised wealth strategies for investment, pension, and protection
• Provide specialist advice on cross-border financial issues and international markets
• Assist with UK pension transfer analysis, QROPS planning, and tax-efficient investing
• Maintain rigorous compliance with regulatory standards and internal procedures

Requirements

• Relevant UK financial services qualification (DipPFS, CISI Level 4, CFP or equivalent)
• 2-3 years of experience in a client-facing financial advisory role
• Sound knowledge of investment products, pension arrangements, and wealth planning
• Outstanding communication and interpersonal skills
• Experience working with cross-border or expatriate clients desired
• Minimum 3 years of client-facing experience in wealth management or life insurance advisory

Benefits

• Rewarding commission-based package with no cap on earnings
• Continuous training, support, and professional development programmes
• Relocation package and visa sponsorship for qualifying candidates
• Complete back-office and compliance support
• Excellent career progression opportunities

About the Company

Our client is an established firm providing comprehensive financial planning and wealth management services to a diverse international client base, including expatriates and high-net-worth individuals.