At a Glance
- Tasks: Provide personalised financial advice and support clients in achieving their financial goals.
- Company: Aretian Wealth, a young and growing independent financial advice firm.
- Benefits: Hybrid working, competitive remuneration, and a supportive team environment.
- Other info: Embrace technology that simplifies your work and enhances client engagement.
- Why this job: Join a firm that values client care and empowers advisers to make a real difference.
- Qualifications: Experienced financial advisers with a passion for client service and knowledge sharing.
The predicted salary is between 44775 - 54725 £ per year.
Aretian Wealth is looking for honourable, personable, knowledgeable and experienced financial advisers who care deeply about their clients and want to be part of our growing team.
The role is based in London, with hybrid working available. We offer a permanent employed position, with remuneration and benefits discussed openly as part of the process.
- The kind of people we are looking for
- People who care about what they do and how they act.
- People who want to do a good job for their clients.
- People who believe that our profession is about helping people and should not be weighed down by unnecessary corporate processes or overzealous rules that prevent advisers from doing the right thing for their clients.
We would like to hear from advisers who recognise themselves in this description and want to explore whether we could be a good fit for each other.
Does this sound like you?
- Maybe the firm you have worked for over many years has been bought. It used to be independent, but now you are expected to promote an in-house solution.
- Things you once advised on or administered easily now require a full advice case – needlessly - and it is getting worse.
- Your bonus scheme may be changing, becoming less transparent and leaving you unsure how it will work in practice.
- The powers that be may talk a good game about financial planning while considering removing tools such as Voyant simply because of the cost.
- Maybe you are concerned that, although some clients would follow you, the first year could still be fallow and that a new firm might not understand. We will.
- Or perhaps you are simply not enjoying it anymore.
What we offer
- The opportunity to join a young, growing advice firm.
- A supportive team who understand outstanding client service and want to do a good job every day.
- Technology and support that make advisers' lives easier. We would never expect you to post documents to top up an ISA or, worse, email a PDF for someone to print, sign and post!
- A financial-planning-first service, supported by Voyant.
- A compelling whole-of-market investment proposition.
- A focus on what really matters: product knowledge, tax planning and family engagement, all within the context of a tailored financial plan.
We would like to hear from experienced advisers who want to achieve their own goals while sharing their knowledge with a young, curious team that is keen to learn.
If this sounds like the kind of firm you would like to be part of, we would be pleased to have a confidential, no-obligation conversation.
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Independent Financial Adviser employer: Aretian Wealth Management Limited
Aretian Wealth is an excellent employer for financial advisers seeking a meaningful career in London. With a strong emphasis on client care and a supportive work culture, we offer hybrid working arrangements, competitive remuneration, and ample opportunities for professional growth within our ambitious team. Join us to make a real impact in clients' lives while advancing your career in a dynamic environment.
Contact Details:
Aretian Wealth Management Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser
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Don’t shy away from reaching out directly to firms like Aretian Wealth Management Limited. 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
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 Aretian Wealth Management Limited.
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 Aretian Wealth Management Limited'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 Aretian Wealth Management Limited
✨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 Aretian Wealth Management Limited.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Aretian Wealth Management Limited 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 Aretian Wealth Management Limited 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.
