Senior Consultant - Wealth Management

About the role

Our client, an award‑winning wealth management firm, is looking for a Senior Consultant to build and develop a portfolio of high‑net‑worth clients in London. You will receive full technical, administrative and compliance support, enabling you to focus on client acquisition and relationship management.

Key responsibilities

• Manage internal referrals and generate new client connections.
• Establish and nurture relationships with external introducers and professional networks.
• Develop and grow the wealth management operation within the assigned area.
• Provide comprehensive financial planning advice across investments, pensions, tax and estate planning.
• Collaborate with paraplanning, compliance and business development teams to deliver seamless service.

Required profile

• Chartered status (or close to achieving it) in financial planning.
• Broad technical knowledge of all areas of financial planning.
• Proven networking and business development abilities.
• Self‑motivated, proactive and able to work independently.

Required skills

What we offer

• Competitive salary range £140,000‑£200,000 per year.
• Full technical, administrative and compliance support.
• Opportunities for professional development within an innovative firm.