Chartered Financial Planner

Job Description

Confidential Private Client Wealth Adviser / Associate Director (Hybrid)

We are recruiting confidentially on behalf of a boutique, next‑generation wealth management firm seeking an experienced Chartered Financial Planner to take the role of Private Client Wealth Adviser / Associate Director to join their senior team. This is a high‑touch role working with HNW and UHNW clients, supporting a director and managing your own portfolio. This position offers a clear pathway to senior leadership and potential equity participation.

Key Responsibilities:

- Deliver white‑glove relationship management for HNW/UHNW clients (typical portfolios £1m–£10m+), acting as primary or secondary contact.

- Support and advise a director on technical strategy, attend client meetings, and prepare suitability reports and planning notes.

- Provide holistic wealth planning: retirement, investment strategy, estate & ...