At a Glance
- Tasks: Build long-term relationships and provide holistic financial advice to high net worth clients.
- Company: Join a rapidly growing FCA-regulated family office with a strong reputation.
- Benefits: Exceptional earnings potential, collaborative environment, and career progression opportunities.
- Other info: Access to diverse financial services and strong operational support.
- Why this job: Make a real impact in wealth management while working with affluent clients.
- Qualifications: 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. This is an outstanding opportunity for an ambitious adviser who wants to join a business with a strong reputation, established infrastructure and significant growth potential.
The Opportunity
- 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.
- Maintaining FCA compliance and delivering exceptional client outcomes.
- Supporting the firm's ambitious expansion plans.
Essential Requirements
- Qualifications Level 4 Diploma in Regulated Financial Planning (minimum requirement).
- Current Competent Adviser Status (CAS) preferred.
- Chartered Financial Planner status desirable but not essential.
Experience
- Minimum 3 years' experience as an Independent Financial Adviser, Wealth Manager or Financial Planner.
- Proven track record advising HNW and affluent clients.
- Experience developing and managing client portfolios.
- Strong understanding of pensions, investments, protection and wealth planning strategies.
- Demonstrable success in generating new business and growing client relationships.
What We're Looking For
- 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.
- Excellent communication and stakeholder management skills.
- A client-first approach with a commitment to delivering outstanding service.
- Ambition to grow alongside a rapidly expanding organisation.
Why Join?
- Directly FCA-regulated organisation.
- Established brand with ambitious growth plans.
- Access to Wealth Management, Mortgages, Commercial Finance and Insurance under one roof.
- Significant referral and cross-selling opportunities.
- Collaborative family-office environment.
- Strong operational and compliance support.
- 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. Apply today or contact 167 Solutions for further information.
Independent Financial Adviser in Islington employer: 167 Solutions Ltd
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