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
Join a dynamic and rapidly growing FCA-regulated family office in Harrow, London, where you will have the opportunity to build long-term relationships with High Net Worth and Super High Net Worth clients. With a collaborative work culture, exceptional earning potential, and access to a comprehensive suite of financial services, this role offers significant career growth opportunities in a supportive environment that values ambition and client-first service.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser in Islington
✨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 Independent Financial Adviser in Islington
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.
