Average Client Advisor salary in the UK

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Nottingham office. This is an excellent opportunity to inherit momentum within a successful team that is approaching client capacity. With a healthy pipeline of client opportunities, there is significant potential to develop relationships from day one rather than starting from scratch. The office also has a clear focus on long-term succession planning, making this an ideal opportunity for an ambitious investment professional looking to build a sustainable, long-term career within a prestigious organisation. Working with HNW and UHNW individuals, you will deliver bespoke wealth management advice while developing long-lasting client relationships and contributing to the continued growth of the business. The RoleAs a Wealth Manager, you'll be responsible for managing and growing a portfolio of private clients, providing holistic wealth management solutions tailored to their individual needs and objectives. You'll work collaboratively with specialists across investments, financial planning and lending to deliver an exceptional client experience while identifying opportunities to grow both client relationships and assets under management. Key ResponsibilitiesBuild and maintain trusted relationships with HNW and UHNW clientsUnderstand clients' financial goals, risk appetite and personal circumstances to provide tailored adviceConduct regular client reviews and ensure portfolios remain aligned with clients' objectivesDevelop new business through referrals, professional networks and introducer relationshipsGrow assets under management and contribute to the wider commercial success of the officeWork alongside investment, lending and planning specialists to deliver integrated wealth management solutionsDeliver an exceptional level of client service through proactive communication and ongoing relationship managementEnsure all advice and client activity complies with FCA regulations and internal governance standardsMaintain accurate client records and complete all suitability and regulatory documentationAbout YouWe're looking for an Investment Manager or Wealth Manager/Private Banker with a genuine passion for delivering exceptional client outcomes. You'll ideally have:Experience within private banking, wealth management or financial adviceA strong track record of managing relationships with affluent, HNW or UHNW clientsExcellent relationship-building and communication skillsCommercial awareness and the ability to identify opportunities for business growthA sound understanding of investment solutions and wider wealth management servicesAchieved either the CISI level 6 PCIAM or level 7 CWM qualificationsWhat's on OfferThe opportunity to join a respected and growing private wealth businessAccess to an established office with strong referral opportunities and significant capacity for new client relationshipsA long-term career opportunity supported by succession planning within the Nottingham teamCollaborative working alongside experienced wealth management specialistsCompetitive salary, performance-related bonus and comprehensive benefits packageA supportive culture that encourages professional development and career progressionReach out to Tom Roberts for more information - Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Looking for a role where your communication skills can make a real difference? Join a fast-growing business that supports people and their families through later life.About the CompanyOur client is a rapidly growing business with an ambitious goal of becoming the UK's leading provider of later-life support services. They specialise in guiding individuals through the allowance claims process, delivering expert support from initial enquiry through to successful claim completion. As the business continues to grow, they're looking for talented individuals who want to grow with them.About the RoleAs a Client Advisor, you'll be the first point of contact for customers, helping them understand their options while delivering a positive and supportive experience.This is a high-activity, phone-based role where you'll be speaking with customers throughout the day, building rapport and guiding them through the early stages of their claim journey.This is not a desk job with the occasional call. Successful candidates must enjoy spending the majority of their day on the phone, making and receiving calls, nurturing leads and supporting existing customers. You can expect to make 70-80+ calls per day (including voicemails), speaking to warm enquiries from customers who have already expressed an interest online.BenefitsSalary £27,500 per annumUnlimited overtime available at time and a half on SaturdaysExciting individual bonus schemeMonday (9-6) Tuesday-Friday (9-5)Personal development and sales trainingOngoing training and coachingPrivate medical cover planned within the next 6 monthsClear progression opportunities within a growing business20 days holiday plus bank holidaysChristmas parties, team incentives, food Fridays and performance rewardsKey ResponsibilitiesManage and qualify warm inbound enquiries.Build trust and rapport with older customers.Explain the Attendance Allowance process and service offering.Follow up with existing leads and nurture potential customers.Support customers throughout the claims process.Handle customer payments and ongoing communication.Maintain accurate records and consistent customer contact.Essential Skills & ExperienceConfident and professional telephone manner.Strong communication and English language skills.Genuine empathy, patience and an interest in helping people.Ability to adapt your communication style to different individuals.Strong work ethic and reliable attendance.Someone who enjoys a structured, target-driven environment.Positive, resilient and self-motivated approachDesirable Skills & ExperienceExperience within a customer service, sales or advisory environmentExperience using CRM systemsAbility to handle sensitive conversations with empathy and professionalismExperience working in a fast-paced, target-driven environmentTell us about your experience in a telephone-based customer service, sales or advisory role.How do you build rapport and trust with customers over the phone?

Looking for a role where your communication skills can make a real difference? Join a fast-growing business that supports people and their families through later life.About the CompanyOur client is a rapidly growing business with an ambitious goal of becoming the UK's leading provider of later-life support services. They specialise in guiding individuals through the allowance claims process, delivering expert support from initial enquiry through to successful claim completion. As the business continues to grow, they're looking for talented individuals who want to grow with them.About the RoleAs a Client Advisor, you'll be the first point of contact for customers, helping them understand their options while delivering a positive and supportive experience.This is a high-activity, phone-based role where you'll be speaking with customers throughout the day, building rapport and guiding them through the early stages of their claim journey.This is not a desk job with the occasional call. Successful candidates must enjoy spending the majority of their day on the phone, making and receiving calls, nurturing leads and supporting existing customers. You can expect to make 70-80+ calls per day (including voicemails), speaking to warm enquiries from customers who have already expressed an interest online.BenefitsSalary £27,500 per annumUnlimited overtime available at time and a half on SaturdaysExciting individual bonus schemeMonday (9-6) Tuesday-Friday (9-5)Personal development and sales trainingOngoing training and coachingPrivate medical cover planned within the next 6 monthsClear progression opportunities within a growing business20 days holiday plus bank holidaysChristmas parties, team incentives, food Fridays and performance rewardsKey ResponsibilitiesManage and qualify warm inbound enquiries.Build trust and rapport with older customers.Explain the Attendance Allowance process and service offering.Follow up with existing leads and nurture potential customers.Support customers throughout the claims process.Handle customer payments and ongoing communication.Maintain accurate records and consistent customer contact.Essential Skills & ExperienceConfident and professional telephone manner.Strong communication and English language skills.Genuine empathy, patience and an interest in helping people.Ability to adapt your communication style to different individuals.Strong work ethic and reliable attendance.Someone who enjoys a structured, target-driven environment.Positive, resilient and self-motivated approachDesirable Skills & ExperienceExperience within a customer service, sales or advisory environmentExperience using CRM systemsAbility to handle sensitive conversations with empathy and professionalismExperience working in a fast-paced, target-driven environmentTell us about your experience in a telephone-based customer service, sales or advisory role.How do you build rapport and trust with customers over the phone?