Wealth Adviser

Wealth Adviser

Salary: £65,000–£75,000, depending on experience, plus uncapped performance-related bonus

Location: Home-based, with flexibility to meet clients virtually, in their homes, or at local bank branches. A Birmingham hub office is available for team meetings.

Benefits: Market-leading pension scheme, private medical insurance, electric car salary sacrifice scheme, 30 days’ holiday plus bank holidays, life insurance, and a wide range of additional employee benefits.

As a Wealth Adviser, you’ll deliver holistic, client-led financial advice to new and existing clients, supported by a provided client bank of around 100 to 110 clients and a steady flow of leads from the wider banking group.

You’ll build personalised financial plans, use cash flow modelling tools, and develop long-term client relationships through face-to-face and virtual advice.

• Provided client bank of approximately 100 to 110 clients.
• Constant leads and referrals from an extensive UK client ecosystem.
• Flexible, predominantly home-based working.
• Career development and support for additional qualifications.
• 30 days’ holiday, private medical insurance, life insurance and a matched pension contribution of up to 21%.
• Uncapped bonus linked to long-term client value.