Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients in a collaborative environment.
- Company: Join a respected boutique investment management firm with a focus on client success.
- Benefits: Enjoy hybrid-remote work, travel opportunities, and a supportive team culture.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: 10+ years as a Financial Adviser; Level 6 qualified or Chartered status preferred.
- Other info: Regular travel required to offices in London, Birmingham, and York.
The predicted salary is between 43200 - 72000 £ per year.
A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, with regular travel required to offices in London, Birmingham, and York.
An excellent opportunity for a seasoned adviser to provide holistic financial planning to high-net-worth clients. The role involves delivering tailored advice across pensions, tax, estate planning, and investments within a collaborative, consultative environment.
Key Responsibilities:- Deliver personalised financial advice across key areas.
- Build and maintain strong client relationships through regular reviews.
- Conduct fact-finding meetings and develop bespoke strategies.
- Ensure compliance with regulatory and internal standards.
- Collaborate with the Investment Management team on integrated solutions.
- Attend regular meetings at offices in London, Birmingham, and York.
- Support client acquisition through referrals and networking.
- Minimum 10 years experience as a Financial Adviser.
- Level 6 qualified or Chartered status preferred.
- Proven success advising high-net-worth clients.
- Strong knowledge of pensions, tax planning, and estate strategies.
- Excellent communication and relationship-building skills.
- Willingness and ability to travel regularly within the UK.
- Experience in a boutique or private wealth setting desirable.
- Familiarity with financial planning tools such as Voyant or CashCalc is a plus.
Contact Detail:
Pratap Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or seminars to meet potential colleagues and clients, as personal connections can lead to valuable referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning, particularly those affecting pensions, tax, and estate strategies. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Consider obtaining additional qualifications or certifications that are relevant to the role, such as becoming Chartered or gaining proficiency in financial planning tools like Voyant or CashCalc. This can set you apart from other candidates and show your dedication to professional development.
✨Tip Number 4
Prepare for interviews by practising how to articulate your experience with high-net-worth clients and your approach to building strong client relationships. Use specific examples to showcase your success in delivering personalised financial advice and your ability to collaborate effectively with teams.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, especially your work with high-net-worth clients. Emphasise your qualifications, such as Level 6 or Chartered status, and any relevant tools you are familiar with, like Voyant or CashCalc.
Craft a Compelling Cover Letter: In your cover letter, showcase your client-focused approach and your ability to build strong relationships. Mention specific examples of how you've delivered personalised financial advice and your success in advising clients on pensions, tax, and estate planning.
Highlight Relevant Experience: When detailing your work history, focus on your achievements over the past 10 years as a Financial Adviser. Include metrics or outcomes that demonstrate your success in client acquisition and retention, as well as your collaborative work with investment teams.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Pratap Partnership Ltd
✨Showcase Your Experience
With a minimum of 10 years as a Financial Adviser, it's crucial to highlight your relevant experience. Prepare specific examples of how you've successfully advised high-net-worth clients and the strategies you've implemented in areas like pensions and tax planning.
✨Demonstrate Relationship-Building Skills
Strong client relationships are key in this role. Be ready to discuss how you've maintained and nurtured client relationships in the past. Share anecdotes that illustrate your communication skills and ability to conduct effective fact-finding meetings.
✨Familiarise Yourself with Financial Tools
If you have experience with financial planning tools like Voyant or CashCalc, make sure to mention it. If not, consider doing a bit of research on these tools to show your willingness to learn and adapt to new technologies.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss how you ensure adherence to regulatory standards. Think of examples where you've navigated compliance challenges and how you keep yourself updated with industry regulations.
