Wealth Management Advisor

SRG

📍 birmingham (aston), birmingham (aston), United-Kingdom

Full-time Other-General Posted June 16, 2026

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...