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- Tasks: Join a dynamic team as a Financial Advisor, providing tailored financial advice to clients.
- Company: Work with innovative wealth managers in London, blending expertise with cutting-edge technology.
- Benefits: Enjoy hybrid/remote work options and a supportive network of leading advisors.
- Why this job: Be part of a collegiate culture focused on long-term growth and client engagement.
- Qualifications: Minimum 2-5 years experience in financial advice; Chartered status preferred but not essential.
- Other info: Opportunity to work in a start-up environment and take control of your client book.
The predicted salary is between 36000 - 60000 £ per year.
We are currently working with two distinct wealth managers within the City of London. The two mandates are as follows:
- Independent Financial Adviser [Hybrid/Remote]
The client is an IFA who is looking to hire an experienced advisor to join their evolving team in London. The firm, in question, is strategically partnered with a large UK-based financial planning firm and has managed to retain their highly collegiate nature. They are in a very solid place and can provide the platform and infrastructure to allow autonomous management of your client book. The firm brings together a vast amount of experience from across some of the most notable wealth management houses. They have also been recognised, over the years, for their collegiate nature through an array of professional awards.
The ideal candidate would have a minimum of 5 years of experience within private banking or relationship management. Chartered (or en-route) is preferred but not essential. It is expected that the candidate would hold a significant and established client base and have an interest in moving into an increasingly independent operation. A desire for long-term growth with more control over their business is a must. In return, you will work under an ever-growing, backed, supportive network of leading advisors within the space. Therefore, you can fully commit your time to providing sophisticated and highly tailored advice to a range of clients on a range of financial matters. Although not restrictive, most clients are HNW and there is a large focus on inter-generational wealth planning. Although they offer remote, you must be within a commutable distance to their London office [London Border Territories and Periphery Commuter Towns].
- Client Adviser (Partner), FinTech [Hybrid]
The second client is a fast-growing start-up. They are looking to hire an experienced Adviser (Partner) to join their dynamic and growing team in London. This firm is changing the face of financial advice by combining human expertise with innovative technology. Their mission is to empower advisers to spend time with their clients and eliminate the time-consuming administrative tasks that often hinder client engagement. The business focuses on providing holistic financial planning to both mass affluent and high-net-worth individuals, with a key emphasis on helping clients achieve their life goals, rather than solely focusing on investments.
The ideal candidate will have at least 2 years of experience in providing financial advice and will be qualified to give regulated financial advice in the UK (i.e. a minimum of level 4 diploma) with a strong preference for those who hold Chartered status. The firm is looking for advisers with an entrepreneurial mindset and who are excited about the prospect of working in a start-up environment and growing their client book. This is an opportunity to move away from traditional wealth management models and be part of an autonomous culture where you can take full control of your book.
Due to demand, we are advertising this role anonymously. If you would prefer to speak to someone before submitting a CV, please send a blank application to the role and someone will be in touch to discuss. We can only respond to highly qualified candidates.
Financial Advisor employer: Undisclosed
Contact Detail:
Undisclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network with Industry Professionals
Reach out to current or former employees of the firms you're interested in. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture and expectations, which can be invaluable during interviews.
✨Showcase Your Client Management Skills
Prepare to discuss your experience in managing client relationships and how you've successfully grown your client base. Highlight specific examples that demonstrate your ability to provide tailored financial advice, especially for high-net-worth individuals.
✨Understand the Firm's Unique Selling Points
Research both firms thoroughly to understand their values, mission, and what sets them apart in the market. Being able to articulate why you want to work for them specifically will show your genuine interest and alignment with their goals.
✨Prepare for a Dynamic Interview Process
Given the nature of the roles, be ready for a more informal and dynamic interview process. Practice discussing your entrepreneurial mindset and how you can contribute to a start-up environment, as well as your adaptability in a hybrid working model.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, particularly focusing on your client base and any achievements in private banking or relationship management. Use specific metrics to demonstrate your success.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasise your entrepreneurial mindset and how your experience aligns with their mission of combining human expertise with technology.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you hold a Chartered status or are on the path to achieving it. Mention your level 4 diploma if applicable, as this is a key requirement for the roles.
Showcase Your Client Engagement Skills: In your application, provide examples of how you've successfully engaged with high-net-worth clients and tailored financial advice to meet their needs. This will demonstrate your ability to thrive in a client-focused environment.
How to prepare for a job interview at Undisclosed
✨Showcase Your Experience
Make sure to highlight your relevant experience in private banking or relationship management. Be prepared to discuss specific examples of how you've successfully managed client relationships and provided tailored financial advice.
✨Demonstrate Your Knowledge
Stay updated on the latest trends in wealth management and financial planning. Be ready to discuss how you can leverage technology to enhance client engagement, especially if you're applying for the FinTech role.
✨Emphasise Your Client Base
Since both roles require an established client base, be prepared to talk about your existing clients and how you plan to grow that book. Discuss your strategies for inter-generational wealth planning and how you can add value to high-net-worth individuals.
✨Express Your Entrepreneurial Spirit
For the start-up position, convey your excitement about working in a dynamic environment. Share examples of how you've taken initiative in previous roles and how you envision contributing to a culture of autonomy and innovation.
