Investment Advisor

Responsibilities

• Provide comprehensive financial planning and investment advice to high net worth and ultra‑high net worth clients.
• Build, manage and grow an existing client portfolio.
• Develop tailored financial strategies aligned with complex international client needs.
• Work closely with internal investment and paraplanning teams.
• Deliver a high‑touch, relationship‑driven client experience.

• Platform & Proposition:
  Access to a market‑leading suite of investment structures and solutions, and the ability to service clients across multiple international jurisdictions.
• Strong focus on sophisticated non‑retail investment strategies.
• Operational support:
  Full administration and paraplanning support at no additional cost.
• Streamlined infrastructure allowing advisors to focus on clients and growth.
• Earnings & Flexibility:
  Highly competitive remuneration and income splits with a transparent earning structure and significant upside; option for salaried support or financial backing during transition for the right candidates.
• Global Reach:
  Seamless ability to advise clients across the UK, Europe, Middle East and Asia.
• Ideal platform for advisors with internationally mobile clients.

• Experienced IFA or Wealth Manager with an existing client book, typically managing £10M+ in AUM (flexibility for strong candidates).
• Proven track record in client relationship management and revenue generation.
• Operates on a fee‑based, ethical advisory model.
• Experience working with or a desire to develop HNW/UHNW client relationships.
• Strong understanding of international financial planning and cross‑border structures.
• Professional, relationship‑driven approach.
• Strong communication and client engagement skills.
• Long‑term mindset focused on building sustainable client relationships.