At a Glance
- Tasks: Manage and develop high-net-worth client portfolios while providing top-notch financial advice.
- Company: A rapidly growing independent financial services group with a supportive culture.
- Benefits: Competitive salary, strong support for client transition, and opportunities for professional growth.
- Other info: Exciting opportunity to grow within a thriving business.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: 5+ years of experience in financial advising and a transferable client book.
The predicted salary is between 44100 - 53900 £ per year.
Financial Adviser / Investment Manager We are working with a highly ambitious and growing independent financial services group that is expanding nationally through acquisitions and adviser-led growth.
They are looking to appoint experienced Financial Advisers and Investment Managers who have a strong track record of managing client relationships and, ideally, an established book of business.
The Opportunity This is an excellent opportunity for an established adviser to join a growing, fully independent business with the infrastructure and financial backing to support the successful transfer and development of client relationships.
The business is particularly interested in advisers with an existing client book, with a typical target of £4050m+ in assets under management.
Larger books will also be considered, and the business has successfully supported advisers transferring books significantly in excess of this.
Key Responsibilities * Manage and develop an established portfolio of HNW clients. * Provide high-quality, independent financial planning and investment advice. * Build and maintain long-term client relationships. * Identify opportunities to develop existing client relationships and generate further assets under management. * Successfully transition an existing client book into the business where applicable. * Work closely with internal teams to ensure a smooth onboarding and transfer process. * Contribute to the continued growth and development of the wider business.
The Ideal Candidate The successful candidate is likely to have: 1. 5+ years' experience as a Financial Adviser, Wealth Manager or Investment Manager. 2.
A strong track record of managing HNW client relationships. 3.
An established and transferable client book, ideally £4050m+ AUM. 4.
Experience successfully developing and retaining client assets. 5.
Strong technical knowledge across financial planning and investments. 6.
Excellent communication and relationship-building skills. 7.
A commercially minded approach and genuine desire to grow their client proposition. 8.
The ambition to p...
Financial Advisor in London employer: CMR Jobs
Join a dynamic and ambitious independent financial services group that prioritises employee growth and development. With a supportive work culture and the infrastructure to facilitate the successful transfer of client relationships, this role offers experienced Financial Advisers the chance to thrive in a rewarding environment. Located in a vibrant area, employees benefit from a collaborative atmosphere and opportunities to expand their professional network while managing high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in London
✨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 CMR Jobs. 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 Financial Advisor in London
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 CMR Jobs.
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 CMR Jobs'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 CMR Jobs
✨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 CMR Jobs.
✨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 CMR Jobs 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 CMR Jobs 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.
