Wealth Management Advisor at SRG

Job Description:

Latest job information from SRG 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 SRG for the position of Wealth Management Advisor below matches your qualifications.

Corporate and Commercial Wealth Advisor

• Location: London or Milton Keynes/Cambridge
• Payrate: £57,000 – 85,000 p/a
• Hours: 35 hours per week

Role Overview

We are seeking an experienced Wealth Advisor to deliver tailored investment advice and financial solutions to corporate clients, business owners, and high-net-worth individuals. This role requires a strong understanding of financial markets, wealth structuring, and relationship management within a regulated environment.

You will be responsible for building and maintaining client relationships, delivering high-quality investment advice, and ensuring all recommendations meet regulatory and risk standards.

Key Responsibilities

• Provide personalised investment advice aligned to client objectives, risk appetite, and financial circumstances
• Build and manage long-term relationships with high-net-worth individuals, corporate clients, and business owners
• Assess client needs to deliver appropriate wealth structuring and financial planning solutions
• Construct and manage investment portfolios across a range of asset classes and financial products
• Maintain a strong understanding of financial markets, economic trends, and investment strategies
• Ensure all activities comply with regulatory requirements, including consumer duty obligations
• Collaborate with internal stakeholders to deliver holistic client solutions
• Identify opportunities to grow assets under management
• Maintain accurate client records in line with compliance frameworks

Professional Experience

• Proven track record of delivering investment advice to clients
• Experience working with high-net-worth individuals and/or corporate clients
• Strong knowledge of investment products, portfolio construction, and wealth structuring strategies
• Understanding of financial markets and financial planning landscape
• Experience operating in a regulated financial services environment
• Knowledge of risk management and control framework

Education & Qualifications

• QCF Level 6 qualification (or minimum of level 4)
• Further professional qualifications or progress towards advanced/chartered status are advantageous

Technical Skills

• Investment market and product knowledge
• Financial planning and portfolio management tools
• Regulatory knowledge including consumer duty
• Financial data analysis

Core Competencies

• Relationship managements
• Communication and influencing skills
• Commercial awareness
• Adaptability to change
• Proactive and results-driven approach

Job Info:

• Company: SRG
• 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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