Summary:
Join the Relentless Pursuit of Financial Excellence.
At P10 Financial Group, we don’t just manage numbers—we shape futures. As a fast-growing firm with bold ambitions, we’re on a mission to redefine what excellence looks like.
We’re now seeking a Wealth Manager – to lead and advise a portfolio of ambitious clients whilst assisting to build out the P10 Wealth Offering If you are a commercially astute, client-focused adviser with leadership experience and a hunger to make a real impact, this is your opportunity to thrive.
P10 Financial is a one-of-a-kind advisory business. We believe it is our duty to make finance simple.
We only work with the most talented individuals. We focus on excellence internally to deliver excellence externally. P10 Wealth is the next step in our journey to become one of the leading independant advisory businesses in the country. The business is has been built on a foundation of industry expertise and dedication, a place where mutual success is simply the way we do things.
If you are a top performer and feel a bit disalussioned with your current set up, trust us there is a better way.
Key Responsibilities
– Build and grow a personal client portfolio through proactive business development, networking, and referrals.
– Deliver holistic financial advice across investments, pensions, and protection, tailored to clients’ needs and objectives.
– Achieve and exceed AUM growth targets through strategic client management and acquisition.
– Refer clients internally to other P10 Financial service lines including tax advisory, mortgage brokerage, and corporate finance.
– Ensure all advice and activity complies with FCA regulations and internal compliance standards.
– Maintain up-to-date knowledge of financial markets, products, and legislative changes.
– Develop long-term, trusted relationships with clients, providing exceptional service and regular reviews.
– Develop introductions for financial advice through our network of introducers and with our team internally.
Key Requirements
– Level 4 qualified (e.g., Diploma in Regulated Financial Planning or equivalent).
– Minimum 5 years’ experience in financial advice with a strong track record in business development and client retention.
– Deep understanding of investments, pensions, protection, and tax-efficient planning.
– Entrepreneurial mindset with a drive to grow and manage a successful book of business.
– Excellent interpersonal and communication skills.
– Strong ethical compass and commitment to delivering client-focused solutions.
– Ability to work independently while embracing a collaborative team culture.
Why P10 Wealth
– Competitive split of all advisory income.
– Best in class technology allowing you to get on with advising, as opposed to filling out data entry.
– An opportunity to increase earning through referrals to other areas of the group.
– Access to in-house advisory functions to collaborate and drive real value for your clients.
– Full administrative and paraplanning support.
– Access to a comprehensive suite of financial products and planning tools.
– Flexible working arrangements, including hybrid opportunities.
– Shareholding in group activities which would potentially allow for liquidity moments.
– Guarenteed buy back of client bank if you would like to exit or retire.
