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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 life assurance.
- Why this job: Make a real impact while growing your career in a dynamic financial environment.
- 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 development.
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
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people in your field. Building relationships can lead to referrals and new opportunities that you won’t find on job boards.
✨Show Off Your Expertise
When you get the chance to chat with potential clients or employers, make sure to showcase your knowledge. Share insights on market trends or investment strategies that could benefit them. This not only demonstrates your expertise but also builds trust.
✨Follow Up, Follow Up, Follow Up
After meeting someone or having an interview, don’t forget to follow up! A quick email thanking them for their time and reiterating your interest can keep you top of mind. It shows you’re proactive and genuinely interested in the opportunity.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are keen to join our team directly!
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 perfect 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 application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your expertise in investment strategies and financial planning. Brush up on key financial metrics and market trends relevant to high-net-worth clients. Be ready to discuss how you've successfully managed portfolios in the past.
✨Showcase Client Relationships
Prepare examples of how you've built and maintained strong relationships with clients. Highlight specific instances where your tailored advice made a significant impact on their financial goals. This will show your potential employer that you can handle their established client base effectively.
✨Demonstrate Business Development Skills
Think about how you’ve generated new business in previous roles. Be prepared to share your strategies for networking and acquiring new clients. This is crucial as they’re looking for someone who can proactively grow their client base.
✨Emphasise Team Collaboration
Since this role involves working closely with various support teams, be ready to discuss your experience collaborating with marketing, administration, and paraplanning teams. Share examples of how teamwork has led to successful outcomes in your previous positions.
