At a Glance
- Tasks: Build trusted relationships and provide holistic financial advice to high net worth clients.
- Company: Join a growing FCA-regulated family office with ambitious expansion plans.
- Benefits: Exceptional earnings potential, career progression, and a collaborative work environment.
- Other info: Access to a comprehensive range of financial services under one roof.
- Why this job: Elevate your career in a dynamic setting focused on wealth management and client relationships.
- Qualifications: Minimum Level 4 Diploma in Regulated Financial Planning and 3 years' experience required.
The predicted salary is between 60000 - 80000 £ per year.
Wealth Management | HNW & SHNW Clients | Mortgages | Commercial Finance | Protection & Insurance
Harrow, London | Employed or Self-Employed Options | Exceptional Earnings Potential
Join a Growing FCA-Regulated Family Office. 167 Solutions is partnering with a directly FCA-regulated financial services firm that is experiencing significant growth and has ambitious plans to double in size over the coming years.
Operating as a true family office, the business provides clients with a complete financial solution, including Wealth Management, Investments, Residential Mortgages, Commercial Finance, Protection and General Insurance services.
Due to continued growth, we are seeking experienced Independent Financial Advisers who can build trusted client relationships, develop professional networks and provide holistic financial advice to High Net Worth (HNW) and Super High Net Worth (SHNW) individuals and families.
- Building and developing long-term relationships with HNW and SHNW clients.
- Delivering holistic financial planning and wealth management advice.
- Advising on investments, pensions, retirement planning and protection solutions.
- Identifying opportunities across residential mortgages, commercial lending and insurance products.
- Building strategic relationships with introducers, professional networks and centres of influence.
- Generating new business opportunities through networking, referrals and relationship-led business development.
Requirements:
- Level 4 Diploma in Regulated Financial Planning (minimum requirement).
- Chartered Financial Planner status desirable but not essential.
- Minimum 3 years' experience as an Independent Financial Adviser, Wealth Manager or Financial Planner.
- Proven track record advising HNW and affluent clients.
- Strong understanding of pensions, investments, protection and wealth planning strategies.
- Exceptional relationship-building skills.
- A strong professional network or the ability to build one quickly.
- Experience working with HNW and SHNW individuals, business owners and entrepreneurs.
- Commercial awareness and a business development mindset.
Established brand with ambitious growth plans. Access to Wealth Management, Mortgages, Commercial Finance and Insurance under one roof. Collaborative family-office environment. Excellent earning potential and long-term career progression.
If you are an experienced Financial Adviser looking to elevate your career within a growing, relationship-driven business focused on HNW and SHNW clients, we would welcome a confidential conversation.
Financial Adviser, IFA in City of London employer: 167 Solutions Ltd
At 167 Solutions, we pride ourselves on being an exceptional employer that fosters a collaborative family-office environment in Harrow, London. With ambitious growth plans and a commitment to employee development, we offer our Independent Financial Advisers unparalleled earning potential and the opportunity to build meaningful relationships with High Net Worth clients while accessing a comprehensive suite of financial services under one roof.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser, IFA in City of London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 167 Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser, IFA in City of London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 167 Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 167 Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 167 Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 167 Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 167 Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 167 Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
