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For Companies At a Glance
- Tasks: Build strong relationships with high-net-worth clients and provide tailored financial advice.
- Company: Join a leading wealth management practice in London with a supportive team culture.
- Benefits: Generous pay scheme, 24 days holiday, health plan, and career progression opportunities.
- Why this job: Make a real impact in clients' lives while growing your own client base.
- Qualifications: QCF Level 4 Diploma and at least 3 years of experience as a Financial Adviser.
- Other info: Enjoy regular social events and comprehensive support for your professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practice.
Key Responsibilities
- Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
- Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice.
- Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management.
- Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients’ needs and offering solutions such as investments, pensions, insurance, and estate planning.
- Ongoing Client Reviews: Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions.
- Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided.
- Collaboration with Support Teams: Work closely with our marketing, business development, administration, and paraplanning teams to ensure the smooth delivery of services and operations.
They are looking for qualified Financial Advisers (Wealth Advisers) with at least 3 years’ advice experience who:
- Hold a QCF Level 4 Diploma (minimum). A Level 6/Chartered status would be advantageous.
- Have a degree in a relevant subject.
- Have a proven track record as a Financial Adviser and have built and maintained a strong client base.
- Have delivered holistic advice to High Net Worth and complex clients.
- Have a deep desire to grow, succeed, and make an impact.
- Are passionate about providing exceptional client service and thrive in a team-oriented environment.
- Are ready to take ownership of an established client bank and contribute to the continued success of our practice.
What they can offer:
- Generous Discretionary Pay Scheme: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance.
- An established book of High Net Worth clients provided.
- Comprehensive Support: We don’t just throw you into the deep end – we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive.
- Quality Leads and Administration Support: Focus on what you do best – building relationships and advising clients. We’ll take care of sourcing quality leads and provide a fully serviced office in Canary Wharf to streamline your operations.
- Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future.
- Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success.
- Additional Benefits:
- 24 Days Holiday + Birthday Off – Take time for yourself and celebrate your special day!
- NHS Medicash Plan – We care about your well-being with access to a health plan.
- Life Assurance – Peace of mind for you and your loved ones.
- Income Protection – We’ve got you covered in case of unexpected circumstances.
- Quarterly Company Social Events – Enjoy regular opportunities to connect and unwind with your colleagues.
Financial Adviser - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and experience as a Financial Adviser. Share insights on social media, write articles, or even start a blog. This will help you stand out and attract clients who resonate with your approach.
✨Tip Number 3
Practice your pitch! Be ready to explain your value proposition clearly and confidently. Whether it’s in a casual conversation or a formal meeting, having a solid pitch will help you make a lasting impression on potential clients.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get noticed. Plus, we’re always on the lookout for passionate Financial Advisers like you to join our team and make an impact!
We think you need these skills to ace Financial Adviser - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Financial Adviser role. Highlight your SJP experience and any relevant qualifications to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills: Since client relationship management is key, share examples of how you've built and maintained strong relationships with high-net-worth clients. We want to see your approach to providing tailored advice!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services, especially those relevant to high-net-worth clients. Be prepared to discuss specific investment strategies and how you've tailored advice in the past.
✨Showcase Your Client Relationships
Since client relationship management is key, come ready with examples of how you've built and maintained strong relationships. Highlight any success stories where your advice made a significant impact on a client's financial goals.
✨Demonstrate Business Development Skills
Be ready to talk about how you've generated new business in previous roles. Share your networking strategies and any innovative approaches you've used to attract new clients, as this will show your proactive nature.
✨Emphasise Team Collaboration
This role involves working closely with various support teams, so highlight your experience in collaborative environments. Discuss how you've worked with marketing or administration teams to enhance client service and streamline operations.
