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Private Client Advisor – London, UK

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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.
Start with a chat, not a search bar
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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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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.
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.
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).


Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
- Chartered status in:
-
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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