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Private Client Advisor – London, UK

London
£120k/yr
Posted 5 months ago
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Private Client Advisor – London, UK

Job Opportunity: UK-Qualified Financial Advisers, Wealth Managers, and Investment Advisers

Key Details

UK-qualified Financial Advisers, Wealth Managers, Investment Advisers, and client-facing financial services professionals are encouraged to apply. This international opportunity allows you to:

  • Work with expatriate and globally mobile clients
  • Develop expertise in wealth management, financial planning, and international financial services

Company Overview

Our client is a well-established boutique global wealth management firm—part of a group of affiliate companies operating in key sectors:

  • Asset management
  • Technology
  • Capital markets
  • Commodities & infrastructure

Office Locations: London, Dubai, Zurich, Malta, Ireland, Hong Kong. Licensed and regulated in UK, EU, UAE (SCA), and (2024) Australia, they specialise in delivering:

  • Innovative, flexible, and tailored cross-border solutions for diverse clients.
  • Investment strategies including absolute return, multi-asset, and institutional funds (both offshore & UCITS).
  • A next-generation platform business enabling seamless global operations.

The Candidate They Seek

They are looking for highly skilled Level 4 qualified advisers with the following attributes:

Key Qualifications

  • Minimum qualification: Level 4 UK certification (Level 3 considered if based in UAE).
  • Minimum client-facing experience: 3+ years in wealth management or life insurance advisory, aided by recognised investment qualifications (CISI, CII, or equivalent).
  • Track record of building a client bank, ideally with:
    • At least £10m clean AUM (exclusive of regular savings products or tied funds).
    • Demonstrable growth in client relationships.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Desired Traits

  • Ambition and drive for success.
  • Passion for cross-border financial advisory.
  • Flexible mindset—role is not tied to a specific office.

Eligible Locations

Candidates from:

  • UK
  • Europe
  • UAE

Ideal for those with existing UK/UAE client bases looking to expand globally.


The Offer

Service Scope

  • Serve clients across all offices.
  • Provide comprehensive private wealth services:
    • Advice
    • Portfolio management
    • Tax planning
    • Property finance
    • Protection solutions.

Support & Working Environment

  • Centralised support for licensing, compliance, product initiatives, and business development.
  • Collaborative and innovation-focused culture.
  • Work within a solid regulatory framework that encourages independence.

Benchmarks & Standards

  • Standardised advice proposition across all regions.
  • Proven asset management expertise (both retail and institutional clients encountered).

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Career & Investment Opportunities

  • Exit strategy support: Assistance for advisers seeking to leave with liquidity to acquire books.
  • Commercial terms on offer: Commission-only position.

Professional Development & WorkLife Balance

  • Private medical insurance globally.

  • Remote working encouragement.

  • Professional learning opportunities leading to:

    • Chartered status in:
      • Fund management
      • Compliance
      • Investment operations
      • Wealth management
  • Retirement and savings plans for long-term security.


About the Role

Performance-driven and client-focused—this is a lead role for relationship development with global scope.


Apply & More Information

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Tagged as: Commission Only | OTE $60K–$120K+ | Senior Role

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Skills

Financial Advising
Wealth Management
Investment Advising
Client Relationship Management
Portfolio Management
Tax Planning
Property Finance
Protection Services

Location

London, England, United Kingdom

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