{"id":2392427,"url":"https://alion.io/job/bullfinchrecruitment-wealth-advisor","title":"Wealth Advisor","company":{"id":4418538,"name":"Bullfinch Recruitment","domain":"bullfinchrecruitment.com","url":"https://alion.io/company/bullfinchrecruitment","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":27,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Isle of Man"],"countries":["IM"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-22T11:55:08Z","employer_posted_date":"2026-07-22","last_verified_at":"2026-10-26T07:41:14Z","board_verified":true,"closed_at":null,"days_open":95,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":95},"description":"Who They Are\nOur client is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey, and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.\nJob Purpose\nThe Wealth Adviser is a highly experienced advisory role responsible for managing, maintaining, and growing a personal portfolio of High Net Worth (HNW) clients. The role operates within a closely regulated environment and is focused on delivering high quality, compliant wealth advice and outstanding client outcomes.\nThe role holder is an individual contributor with full accountability for their own client portfolio, revenue delivery, and asset growth. While not a people manager or pod leader, the Wealth Adviser acts as a trusted, experienced professional who consistently demonstrates best practice, supports collaboration, and contributes positively to team capability and culture.\nResponsibilities & Duties\nRelationship Management: Act as the relationship manager for a portfolio of private clients, taking full responsibility for all aspects of the client relationship.\nCompliant Advice: Deliver compliant financial, investment, and lending advice in line with company policies, procedures, and regulatory requirements.\nService Delivery: Provide a consistently high level of service across banking, investments, fiduciary, and credit solutions, including appropriate cross-selling of wider group services.\nClient Engagement: Build deep, trusted client relationships through professional advice, proactive engagement, and high service standards.\nCross-Functional Collaboration: Support complex client needs through effective collaboration with specialists and senior colleagues.\nLeadership Support: Provide direct line management for Wealth Advisers and/or Wealth Executives, supporting performance, development, and engagement (Senior Wealth Manager duties).\nBusiness Development: Drive sustainable business growth through proactive business development, originating new client relationships, and expanding wallet share with existing clients.\nPortfolio Management: Manage, maintain, and grow a profitable personal book of business aligned to the £1m+ client segment.\nReferrals & Networks: Proactively enhance existing relationships and secure new business through referrals, professional networks, and market activity.\nTarget Achievement: Achieve individual financial and business development targets in support of regional and overall business strategy.\nMarket Presence: Promote the business externally through networking, industry engagement, and market presence.\nGovernance & Suitability: Ensure advice delivered is suitable, well-documented, and aligned to regulatory and internal governance standards.\nEthical Standards: Maintain high standards of professionalism, ethical conduct, and risk awareness in all client interactions.\nContinuous Learning: Undertake continuous professional development in line with regulatory, professional body, and Training & Competency requirements.\nTeam Contribution: Act as a senior adviser within the team, supporting a positive performance culture through collaboration and professional example, as well as contributing to the sharing of knowledge, best practice, and market insight across the wider wealth management function.\nSkills and Experience\nSignificant experience within a wealth management or private banking environment.\nProven capability in advising HNW clients (£1m+) and managing complex client relationships.\nStrong track record of managing and growing a personal client portfolio in a regulated environment.\nExcellent understanding of regulatory expectations, conduct risk, and advice suitability.\nStrong commercial awareness combined with a disciplined risk and governance focus.\nQualifications\nRDR compliant investment qualification: Minimum Level 6 (Essential for Senior Wealth Adviser).\nRDR compliant investment qualification: Minimum Level 4 with the desire to achieve Level 6 in a timely manner (Essential for Wealth Adviser).\nCeMAP or equivalent regulated lending qualification (Desirable, or willingness to obtain if required for role scope).\nMaintains all required CPD, professional membership, and regulatory standing relevant to role and jurisdiction.\nRegulatory Responsibilities\nThe role holder is responsible for maintaining a clear understanding of their regulatory obligations and for ensuring their actions, decisions, and advice consistently meet regulatory, governance, and conduct standards.\nThe regulatory obligations associated with this role are formally documented in a separate Regulatory Statement of Responsibilities and are managed in accordance with relevant regulatory requirements.\nCommitment to Diversity\nOur client is an inclusive employer where everyone can thrive. They are proud of the value placed on individuality and want you to bring your full self to work to maximize your potential. Please let us know if you require any adjustments during the process.","description_format":"text","description_chars":5149,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-12T21:41:05Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.277,"p_room":0.28,"age_days":95,"expected_fill_days":27,"reasons":["conf:2","velocity","win:tail","crowd:"],"computed_at":"2026-10-26T05:57:25Z"},"pay":null,"html_url":"https://alion.io/job/bullfinchrecruitment-wealth-advisor","json_url":"https://alion.io/job/bullfinchrecruitment-wealth-advisor.json","meta":{"generated_at":"2026-10-26T08:10:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10845,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4418538},"rest":"https://alion.io/mcp/rest/get_company?id=4418538"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbullfinchrecruitment-wealth-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbullfinchrecruitment-wealth-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbullfinchrecruitment-wealth-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bullfinchrecruitment-wealth-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbullfinchrecruitment-wealth-advisor"}]}