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 strong reputation.
- Benefits: Enjoy hybrid-remote work and travel opportunities across major UK cities.
- Why this job: Make a real impact on clients' financial futures while working in a supportive team culture.
- Qualifications: 10+ years as a Financial Adviser, Level 6 qualified or Chartered status preferred.
- Other info: Experience in boutique settings and familiarity with financial planning tools is a plus.
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.
Financial Advisor employer: Pratap Partnership Ltd
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 connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools like Voyant or CashCalc. Being well-versed in these tools can set you apart from other candidates and demonstrate your commitment to providing tailored advice.
✨Tip Number 3
Prepare for interviews by practising how to articulate your experience with holistic financial planning. Be ready to discuss specific cases where you've successfully advised high-net-worth clients, showcasing your expertise in pensions, tax, and estate planning.
✨Tip Number 4
Stay updated on regulatory changes and market trends that affect financial advising. Showing your knowledge during discussions can impress interviewers and highlight your proactive approach to compliance and client service.
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: Write a cover letter that showcases your client-focused approach and your ability to deliver personalised financial advice. Mention specific examples of how you've built strong client relationships and your success in advising on pensions, tax, and estate planning.
Highlight Relevant Experience: In your application, clearly outline your 10+ years of experience in the financial advisory field. Include details about your previous roles, particularly in boutique or private wealth settings, and how they have prepared you for this position.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application of how you've effectively communicated complex financial concepts to clients. This could include instances where you've conducted fact-finding meetings or collaborated with teams.
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 the firm's practices.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss how you've ensured adherence to regulatory standards in your previous positions. This will demonstrate your understanding of the industry's requirements and your commitment to ethical practices.
