Wealth Adviser
Personal Wealth Adviser
North East | Permanent | £65,000–£80,000 depending on experience, plus uncapped performance-related bonus
Are you an experienced financial adviser who believes great advice begins with understanding each client’s unique story, goals and aspirations? This is an opportunity to join a leading UK wealth business, supported by the scale, reach and client ecosystem of a major UK banking group, and to help clients build personalised financial plans that evolve with their lives.
The opportunity
As a Personal Wealth Adviser, you’ll provide holistic, client-led financial advice to new and existing clients through a blend of face-to-face and virtual meetings. You’ll take time to understand each client’s circumstances, ambitions and priorities, using cash flow modelling and financial planning tools to deliver clear, insightful recommendations.
This is not a cold-start role. You’ll benefit from a consistent flow of leads and referrals from across a major UK banking group, alongside the systems, infrastructure and support needed to spend more time advising clients and building long-term relationships.
Why join us?
- Constant leads and referrals: Access one of the UK’s largest client ecosystems, with an extensive retail footprint generating regular opportunities for the Wealth business.
- Career development:
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