Corporate & Commercial Wealth Advisor

Job Title: Corporate & Commercial Wealth Advisor

Location: London

An established UK financial institution is looking to appoint a Wealth Advisor to support its business banking client base. This role sits within a well-regarded private client advisory function and offers the chance to work with an established book of high-value relationships, in an organisation investing heavily in modernizing how it serves its customers.

You’ll take on responsibility for a portfolio of affluent clients, offering tailored financial guidance and building relationships that last. This is a role for someone who enjoys getting to know their clients properly, understanding what matters to them financially, and being the person they turn to first.

• Building and looking after a portfolio of higher-value client relationships, with a focus on long‑term retention
• Giving regulated financial advice suited to each client’s individual circumstances and goals
• Spotting changes in a client’s situation early and adapting your advice accordingly
• Keeping your knowledge of financial products, markets and planning solutions current and client‑relevant
• Working to grow the overall value and depth of your portfolio over time
• Ensuring all client records and advice documentation meet internal and regulatory standards

• Proven, recent experience giving financial or investment advice to clients
• Confidence advising on wealth planning tools and strategies for higher‑net‑worth individuals
• Broad awareness of the financial services and banking landscape
• Background in a regulated advisory environment, ideally with exposure to risk and compliance frameworks
• A recognised investment qualification at QCF Level 4 or above — essential
• Comfortable using financial planning and CRM software day‑to‑day
• Working understanding of compliance obligations, including Consumer Duty
• A natural relationship‑builder with strong communication skills
• Someone who’s positive about change and adapts well to it

• Strong holiday allowance
• Car allowance
• Private medical cover
• Life assurance and income protection
• Employee share ownership scheme
• Well‑being programme covering physical, mental, social and financial health
• Enhanced leave for life events (parental, family, etc.)
• Hybrid working pattern, office‑based several days per week