Wealth Management Advisor at Barbara Houghton Associates Limited

Job Description:

Latest job information from Barbara Houghton Associates Limited for the position of Wealth Management Advisor. If the Wealth Management Advisor vacancy in London matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Barbara Houghton Associates Limited for the position of Wealth Management Advisor below matches your qualifications.

Wealth Management Adviser

Location: Regional (multiple branches)

Role Overview

This is a regulated retail financial planning role within a major UK banking group. You’ll provide holistic advice to mass‑affluent clients across pensions, investments and protection, working closely with local branches to generate referrals and deliver high‑quality client outcomes. The role suits advisers who thrive in a structured, compliance‑focused environment and can manage a busy diary while maintaining strong commercial performance.

Key Responsibilities

• Deliver regulated financial advice across pensions, investments and protection.
• Conduct full fact‑finds, assess client needs and produce compliant suitability reports.
• Manage a busy diary of annual reviews, new appointments and follow‑up activity.
• Build strong relationships with branch colleagues to drive referrals and support local business plans.
• Provide clear, confident client communication, ensuring advice is understood and aligned to risk tolerance.
• Maintain accurate records and ensure all advice meets FCA and internal compliance standards.
• Use company tools, systems and model portfolios to deliver consistent, high‑quality outcomes.
• Work collaboratively with regional managers, paraplanners and support teams.
• Achieve commercial targets while maintaining excellent client service.

Requirements

Essential:

• Level 4 Diploma in Regulated Financial Planning (DipPFS / DipFA / equivalent).
• Recent experience delivering regulated retail financial advice.
• Strong understanding of pensions, investments, protection and tax‑efficient planning.
• Confident producing suitability reports and managing a regulated advice process.
• Excellent communication and relationship‑building skills.
• Comfortable working in a fast‑paced, structured, compliance‑heavy environment.
• Commercial mindset with the ability to generate and convert referrals.
• Strong diary management and organisational skills.
• Experience within retail banking

Desirable:

• Experience within mass‑affluent client segments.
• CAS / CF30 status.
• Familiarity with branch‑based operations or referral networks.

What the Organisation Offers

• Clear progression pathways within Wealth Management.
• Structured environment with robust tools, systems and model portfolios.

Ideal Candidate

A confident, client‑focused retail financial adviser who can balance commercial performance, compliance discipline, and excellent client service. Someone who enjoys working with branches, managing a busy diary, and delivering clear, high‑quality advice to mass‑affluent clients.

For more information on this role please contact Sonia Smith by sending your CV to and quoting ref 16977SO.

Job Info:

• Company: Barbara Houghton Associates Limited
• Position: Wealth Management Advisor
• Work Location: London
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Wealth Management Advisor at the office London above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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