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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 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.
- 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 each firm's approach to financial advising, particularly their emphasis on technology and client engagement. Being able to articulate how your values align with their mission will set you apart as a candidate who truly understands their business model.
✨Prepare for a Dynamic Interview Process
Given the fast-paced nature of the start-up environment, be ready for a more informal and dynamic interview process. Demonstrating your adaptability and enthusiasm for working in such an environment can make a strong impression on potential employers.
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 showcases your passion for financial advising and your interest in the specific role. Mention how your experience aligns with the company's values and mission, especially if you have an entrepreneurial mindset.
Highlight Relevant Qualifications: Clearly state your qualifications, including any Chartered status or level 4 diploma in financial advice. If you're en-route to becoming Chartered, mention this as well, as it shows your commitment to professional development.
Showcase Your Client Engagement Skills: Emphasise your ability to build and maintain relationships with high-net-worth individuals. Provide examples of how you've successfully engaged clients and helped them achieve their financial goals, particularly in inter-generational wealth planning.
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 apply this knowledge to help clients achieve their life goals, especially in inter-generational wealth planning.
✨Emphasise Your Entrepreneurial Spirit
If you're applying for the FinTech role, express your enthusiasm for working in a start-up environment. Share any experiences where you've taken initiative or demonstrated an entrepreneurial mindset in your previous roles.
✨Prepare Questions
Have insightful questions ready to ask about the firm's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
