207 Financial Advisors jobs in the United Kingdom

Associate – Wealth Planning

London | Wealth Management | Competitive Package

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.

The Role

As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:

• Advising on estate and succession planning strategies.
• Supporting clients and internal teams with inheritance tax planning.
• Reviewing and advising on complex legal documentation.
• Acting as an internal subject matter expert on private client issues.
• Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.

The Candidate

We are seeking candidates from either a Legal or Tax background. The successful candidate will have:

• A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
• Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
• Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
• A collaborative mindset and genuine interest in wealth management and financial planning.
• An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous

Why Apply?

This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

Associate – Wealth Planning

London | Wealth Management | Competitive Package

We are currently working with a leading global wealth management organisation, helping them grow their new Wealth Planning offering in London. This is an excellent opportunity to join a firm that are growing on a global scale, and who can offer exceptional career progression and personal development. You will be working with a portfolio of HNW/UHNW clients, helping with tailored services around succession planning, estate planning and inheritance tax.

The Role

As an Associate, you will play a key role in supporting the firm’s Wealth Planning services, providing expert guidance across a range of matters including:

• Advising on estate and succession planning strategies.
• Supporting clients and internal teams with inheritance tax planning.
• Reviewing and advising on complex legal documentation.
• Acting as an internal subject matter expert on private client issues.
• Working closely with wealth planners, investment managers, and external advisers to deliver holistic solutions to clients.

The Candidate

We are seeking candidates from either a Legal or Tax background. The successful candidate will have:

• A relevant degree, and experience ion either a law practice, consultancy, private banking or wealth management
• Experience advising private clients (HNW/UHNW) in estate planning, succession planning, or inheritance tax - either in a legal capacity or tax advisory role
• Strong technical knowledge combined with commercial awareness and the ability to communicate effectively with non-legal stakeholders.
• A collaborative mindset and genuine interest in wealth management and financial planning.
• An understanding of markets regulation outside of the UK is a plus - with experience of cross-border regulations for EU or US citizens particularly advantageous

Why Apply?

This role offers the chance to move in-house within a prestigious wealth management firm, while still focusing on the specialist private client areas where you have built your career. You will have the opportunity to influence strategy, work on complex client matters, and be part of a growing function that sits at the heart of the business.

Following Amberside Advisors’ recent partnership with Steer and to support our future growth plans, we are looking to strengthen our team with the appointment of an experienced Manager.

As a Manager, you will become an advocate of the firm who pushes forward internal (such as maintaining marketing data) and external initiatives. The role will involve building and maintaining strong business relationships with clients, executing projects to a high standard, as well as working with and managing other colleagues.

Specific responsibilities include but are not limited to:

• Start to take the lead on multiple projects or programmes through the management of a team with the contribution of cross divisional specialists
• Rigorously executing projects to a level that meet the high-quality standards of Amberside Advisors and holding a review on completion of projects to identify lessons learned and enhance future quality and planning
• Building and cultivating strong business relationships, identifying new opportunities, leading negotiations, and showing technical and operational leadership to deliver quality, client-centric solutions
• Working on CPD to sustain professional status/ accreditation and developing and maintaining a portfolio of clients and professional networks by building and maintaining strategic relationships with senior stakeholders of existing or new clients
• Seeking, developing, and driving business development opportunity, whilst anticipating current and future needs of the company based on research needs of the client/ industry
• Managing the scope, preparation, delivery, reporting and evaluation for larger and higher risk projects and engagements
• Effectively managing commercial and contractual aspects of an engagement to achieve expected levels of quality, profitability, and to agreed deadlines
• Communicating risk and issues early to appropriate colleagues, suggesting solutions

• Maintaining an awareness of market trends, competitor activity and products/ services, passing on pertinent market/client knowledge to senior management
• Working with peers to form a cohesive senior management team and participating in team decisions such as resource allocation
• Taking action to ensure employee wellbeing is being actively managed or escalated if needs be
• Reviewing junior team’s works to ensure the work provided for senior review is the highest quality; identifying any development needs of the team and providing advanced knowledge, coaching, mentoring and stretch assignments to attract, develop and retain talent
• Meeting deadlines throughout the Amberside Advisors Performance Development Cycle, including appraisals, setting objectives, and managing underperformance where necessary
• Ensuring team are accurately charged time to engagement codes to see true value of work delivered and to recognise individual and team effort
• Help to support the onboarding of new joiners

Requirements

You must be self-motivated, team player and with a passion for working on large projects that make a difference to our world. The role requires working to deadlines, prioritising workload, and always providing a high level of service.

Values and skills we look for in an Amberside employee:

• Driving curiosity to solve client problems and respond to a challenge
• Belief that solving the world’s energy and climate challenges is something to which we should all respond
• Passion for understanding the financial drivers for each project, combined with the intellectual and communication skills to help clients understand the impact of those drivers
• Confidence in using you own initiative and making decisions at pace
• Exceptional attention to detail and an ability to translate this to an Excel model
• Practiced at communicating complex information in a clear and concise manner – verbally or in written form
• Exhibits role model behaviour in line with Amberside Advisors values
• Expert user of Microsoft Office products, including Word, Excel, Outlook & PowerPoint
• The ability to work and communicate as part of a team, and in an effective manner
• Skilled at coping well when under pressure from competing priorities and interruptions
• Able to apply research skills to solve new issues and make improvements

Professional Experience:

• Typical experience may include, whilst not limited to:
• Experience of working in a consulting role in financial services
• Experience in leading delivery of large-scale financial projects, including the designing and implementing of financial operating models
• Financial modelling, budgeting, business planning, forecasting and analysis experience
• Experience working as an effective team player and taking on a leadership role

Qualifications:

• A first level university degree, 2:1 (or equivalent) or above is desirable but not compulsory
• An accounting qualification (ACA, ACMA, ACCA) or similar

Benefits

Amberside Advisors specialise in providing project finance consultancy and advisory services to public and private sector organisations. Amberside Advisors combines market-leading financial modelling capability with experienced project finance expertise, and our services include advisory, refinancing, due diligence, model development, model audit and training. We have worked on more than 2,500 projects to date across a wide range of sectors and global locations, and our clients are well-known companies with billions of pounds of investments.

Part of the Steer Group since July 2022, we serve a global client base through 24 offices across four continents and take great pride in providing high quality advisory, customer service and insight into our clients’ projects. Our core industry sectors are low carbon, transport, decentralised energy, large scale energy and infrastructure, and we regularly advise on major projects ranging across heat networks, wind, solar and biomass, road and rail, schools, and hospitals, as well as public service delivery contracts.

• Competitive starting salary along with discretionary company bonus based on combined company and personal performance
• 25 days holiday (plus bank holidays) common across all employees with the ability to buy and sell up to 10 days leave; plus up to 5 optional volunteering days (2 paid)
• Pension (7.5% employer contribution post probation), life assurance (4* Salary), and Group Income Protection (salary protection) and employee assistance programme
• Other optional including season ticket loan, cycle to work, Gym discount, eye care, language lessons
• Relevant Learning and Development opportunities
• Steer’s employee ownership structure provides share voting rights, and ability to invest in shares through salary sacrifice
• Weekly lunch in-person paid for by the company
• Team building and sports and social club events and activities
• Flexible working hours and work-life balance
• London and Hemel Hempstead based offices

Amberside Advisors are an equal opportunities employer. We are committed to eliminating discrimination and encouraging diversity across our employees.

We support hybrid working, typically we expect our people to be either in the office or with clients 60% of their working week.

Following Amberside Advisors’ recent partnership with Steer and to support our future growth plans, we are looking to strengthen our team with the appointment of an experienced Manager.

As a Manager, you will become an advocate of the firm who pushes forward internal (such as maintaining marketing data) and external initiatives. The role will involve building and maintaining strong business relationships with clients, executing projects to a high standard, as well as working with and managing other colleagues.

Specific responsibilities include but are not limited to:

• Start to take the lead on multiple projects or programmes through the management of a team with the contribution of cross divisional specialists
• Rigorously executing projects to a level that meet the high-quality standards of Amberside Advisors and holding a review on completion of projects to identify lessons learned and enhance future quality and planning
• Building and cultivating strong business relationships, identifying new opportunities, leading negotiations, and showing technical and operational leadership to deliver quality, client-centric solutions
• Working on CPD to sustain professional status/ accreditation and developing and maintaining a portfolio of clients and professional networks by building and maintaining strategic relationships with senior stakeholders of existing or new clients
• Seeking, developing, and driving business development opportunity, whilst anticipating current and future needs of the company based on research needs of the client/ industry
• Managing the scope, preparation, delivery, reporting and evaluation for larger and higher risk projects and engagements
• Effectively managing commercial and contractual aspects of an engagement to achieve expected levels of quality, profitability, and to agreed deadlines
• Communicating risk and issues early to appropriate colleagues, suggesting solutions

• Maintaining an awareness of market trends, competitor activity and products/ services, passing on pertinent market/client knowledge to senior management
• Working with peers to form a cohesive senior management team and participating in team decisions such as resource allocation
• Taking action to ensure employee wellbeing is being actively managed or escalated if needs be
• Reviewing junior team’s works to ensure the work provided for senior review is the highest quality; identifying any development needs of the team and providing advanced knowledge, coaching, mentoring and stretch assignments to attract, develop and retain talent
• Meeting deadlines throughout the Amberside Advisors Performance Development Cycle, including appraisals, setting objectives, and managing underperformance where necessary
• Ensuring team are accurately charged time to engagement codes to see true value of work delivered and to recognise individual and team effort
• Help to support the onboarding of new joiners

Requirements

You must be self-motivated, team player and with a passion for working on large projects that make a difference to our world. The role requires working to deadlines, prioritising workload, and always providing a high level of service.

Values and skills we look for in an Amberside employee:

• Driving curiosity to solve client problems and respond to a challenge
• Belief that solving the world’s energy and climate challenges is something to which we should all respond
• Passion for understanding the financial drivers for each project, combined with the intellectual and communication skills to help clients understand the impact of those drivers
• Confidence in using you own initiative and making decisions at pace
• Exceptional attention to detail and an ability to translate this to an Excel model
• Practiced at communicating complex information in a clear and concise manner – verbally or in written form
• Exhibits role model behaviour in line with Amberside Advisors values
• Expert user of Microsoft Office products, including Word, Excel, Outlook & PowerPoint
• The ability to work and communicate as part of a team, and in an effective manner
• Skilled at coping well when under pressure from competing priorities and interruptions
• Able to apply research skills to solve new issues and make improvements

Professional Experience:

• Typical experience may include, whilst not limited to:
• Experience of working in a consulting role in financial services
• Experience in leading delivery of large-scale financial projects, including the designing and implementing of financial operating models
• Financial modelling, budgeting, business planning, forecasting and analysis experience
• Experience working as an effective team player and taking on a leadership role

Qualifications:

• A first level university degree, 2:1 (or equivalent) or above is desirable but not compulsory
• An accounting qualification (ACA, ACMA, ACCA) or similar

Benefits

Amberside Advisors specialise in providing project finance consultancy and advisory services to public and private sector organisations. Amberside Advisors combines market-leading financial modelling capability with experienced project finance expertise, and our services include advisory, refinancing, due diligence, model development, model audit and training. We have worked on more than 2,500 projects to date across a wide range of sectors and global locations, and our clients are well-known companies with billions of pounds of investments.

Part of the Steer Group since July 2022, we serve a global client base through 24 offices across four continents and take great pride in providing high quality advisory, customer service and insight into our clients’ projects. Our core industry sectors are low carbon, transport, decentralised energy, large scale energy and infrastructure, and we regularly advise on major projects ranging across heat networks, wind, solar and biomass, road and rail, schools, and hospitals, as well as public service delivery contracts.

• Competitive starting salary along with discretionary company bonus based on combined company and personal performance
• 25 days holiday (plus bank holidays) common across all employees with the ability to buy and sell up to 10 days leave; plus up to 5 optional volunteering days (2 paid)
• Pension (7.5% employer contribution post probation), life assurance (4* Salary), and Group Income Protection (salary protection) and employee assistance programme
• Other optional including season ticket loan, cycle to work, Gym discount, eye care, language lessons
• Relevant Learning and Development opportunities
• Steer’s employee ownership structure provides share voting rights, and ability to invest in shares through salary sacrifice
• Weekly lunch in-person paid for by the company
• Team building and sports and social club events and activities
• Flexible working hours and work-life balance
• London and Hemel Hempstead based offices

Amberside Advisors are an equal opportunities employer. We are committed to eliminating discrimination and encouraging diversity across our employees.

We support hybrid working, typically we expect our people to be either in the office or with clients 60% of their working week.

• Provide comprehensive financial planning advice, including investment planning, retirement planning, tax planning, and estate planning.
• Assess clients' financial situations, needs, and goals through in-depth consultations.
• Develop and present personalised financial strategies and investment recommendations.
• Build and maintain strong, long-term relationships with new and existing clients.
• Manage client portfolios, conducting regular reviews and making necessary adjustments.
• Stay up-to-date with market trends, financial products, and regulatory changes.
• Ensure all advice and recommendations comply with regulatory requirements (e.g., FCA).
• Achieve and exceed individual sales and business development targets.
• Collaborate with internal specialists to offer holistic financial solutions.
• Maintain accurate and up-to-date client records and documentation.
• Represent the firm professionally and uphold its values at all times.

• Relevant professional qualifications such as CII Diploma in Financial Planning (or equivalent) is essential; Chartered status (e.g., CFP, APFS) is highly desirable.
• Minimum of 5 years of experience in financial advisory or wealth management roles.
• Proven track record of successfully managing client relationships and achieving sales targets.
• In-depth knowledge of investment products, retirement planning, and taxation.
• Strong understanding of financial markets and economic conditions.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build trust and rapport with clients.
• Proficiency in financial planning software and CRM systems.
• A client-centric approach and a commitment to ethical conduct.
• Full UK driving licence and willingness to travel to meet clients as needed.