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
Requirements
Essential:
Desirable:
What the Organisation Offers
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 sonia@bhal.co.uk and quoting ref 16977SO.
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