At a Glance
- Tasks: Provide top-notch financial planning and wealth management advice while mentoring a team of advisers.
- Company: Join Howden, a global insurance group with a unique employee-owned culture.
- Benefits: Enjoy flexible working hours, career progression, and a supportive environment.
- Other info: Diverse workplace committed to making a positive difference and supporting individual needs.
- Why this job: Make a real impact in clients' lives while growing your career in a dynamic team.
- Qualifications: Experience as a Wealth Adviser and strong knowledge of UK financial regulations required.
The predicted salary is between 50000 - 70000 £ per year.
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work/life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.
Role Purpose
To provide high-quality financial planning and wealth management advice to clients, whilst supervising and supporting advisers within the team. The role will contribute to maintaining strong regulatory standards, high-quality client outcomes and consistent adherence to firm-wide processes under the overall leadership of the Head of Wealth.
Key Responsibilities
- Client Advisory
- Deliver holistic financial planning advice across investments, pensions, protection and tax-efficient strategies
- Build and maintain strong, long-term client relationships
- Conduct regular client reviews and ensure advice remains suitable and compliant
- Identify opportunities to grow client portfolios and introduce additional services
- Compliance & Risk
- Ensure adherence to FCA regulations and internal compliance standards
- Maintain accurate and up-to-date client records and documentation
- Support the firm’s risk management framework through effective supervision and oversight
- Business Development
- Contribute to the growth of the business through referrals, new client acquisition and cross collaboration opportunities across the wider business
- Develop professional introducer relationships
- Participate in networking events
- Supervisory
- Supervise and support a defined group of wealth advisers
- Provide day-to-day guidance, coaching and mentoring to defined advisers within the team
- Assist in maintaining quality of advice standards within the supervised
- Support monitoring of compliance standards, file quality and adherence to internal processes
- Contribute to training and development initiatives (where appropriate)
- Escalate material risks, issues or performance concerns to Antony Cousins as Head of Wealth
Skills & Experience
- Experience as a Wealth Adviser
- Strong technical knowledge of financial planning products and UK regulations
- Experience in supervising, mentoring or supporting advisers
- Strong interpersonal and communication skills
- High attention to detail and strong compliance awareness
- Ability to balance day-to-day role with supervisory responsibilities
Qualifications
- Level 4 Diploma in Regulated Financial Planning (minimum requirement)
- Chartered Financial Planner status (or working towards) – desirable
- Appropriate Statement of Professional Standing (SPS) in place
- Evidence of ongoing Continuing Professional Development (CPD)
- Additional specialist qualifications (e.g. pension transfers) – desirable
What do we offer in return?
A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:
- Our successes have all come from someone brave enough to try something new
- We support each other in the small everyday moments and the bigger challenges
- We are determined to make a positive difference at work and beyond
Reasonable adjustments
We’re committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working.
If you’re excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
Wealth Adviser in London employer: Dormont Manufacturing Co
At Howden, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions employee ownership and collaboration across our global team. Our commitment to work/life balance, career progression, and sustainability ensures that every Wealth Adviser can thrive while making a meaningful impact in the financial planning sector. With opportunities for professional development and a supportive environment, Howden is the ideal place for those looking to grow their careers in a dynamic and inclusive setting.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser 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 Dormont Manufacturing Co. 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 Wealth Adviser 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 Dormont Manufacturing Co.
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 Dormont Manufacturing Co'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 Dormont Manufacturing Co
✨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 Dormont Manufacturing Co.
✨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 Dormont Manufacturing Co 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 Dormont Manufacturing Co 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.
