Wealth Management Advisor
S
SRG
📍 birmingham (aston), birmingham (aston), United-Kingdom
Job Description
Corporate and Commercial Wealth Advisor
- Location: Birmingham
- Payrate: £47,000 – 70,000 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-wo...