At a Glance
- Tasks: Manage a client bank and deliver holistic financial advice.
- Company: Growing wealth management practice in Henley-on-Thames.
- Benefits: £70,000 salary, bonuses, medical insurance, and pension matching.
- Other info: Strong support for career growth and professional development.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years' experience required.
The predicted salary is between 70000 - 70000 £ per year.
Opportunity to join a growing wealth management practice based in Henley-on-Thames. Founded in 2017, the firm now manages over £130m in client assets and is expanding through new client acquisition and existing relationships.
Responsibilities:
- Manage an assigned client bank of 150‑200 clients as the primary adviser
- Conduct regular annual reviews and ongoing financial planning meetings
- Deliver holistic advice across investments, pensions, protection and estate planning
- Identify planning opportunities within existing client relationships
- Convert inbound enquiries and firm‑generated leads into new business
- Prepare or oversee suitability reports and maintain accurate client records
- Ensure all advice meets FCA regulatory and compliance standards
- Work closely with paraplanning and administration teams to deliver a seamless client experience
- Support the continued growth and development of the wider business
Requirements:
- Level 4 Diploma in Financial Planning (essential)
- Minimum 2 years’ experience as a Financial Adviser post‑qualification
- Strong technical knowledge across pensions, investments and protection
- Confident managing an existing client bank
- Excellent communication and relationship‑building skills
- Commercial mindset with the ability to identify new opportunities
- Ability to work independently and manage a busy client diary
- Chartered status (or working towards) desirable
What's on Offer:
- £70,000 basic salary (dependent on experience)
- Bonus of 10% initial advice fees on all new business written
- Immediate access to 150‑200 established clients
- Strong ongoing flow of inbound client enquiries
- Full paraplanning and administrative support
- Private medical insurance, income protection and death in service
- Matched pension contributions
- Full IT and business support infrastructure
- Clear long‑term progression within a growing and ambitious firm
Benefits:
- Full benefits package including medical insurance, pension matching, and protection products
- Well‑established client relationships from day one
- Supportive operational and technical infrastructure
- Opportunities for career advancement and professional development
Employed Financial Adviser - Client Bank Provided, Henley-on-Thames employer: Financial Divisions
Join a dynamic and expanding wealth management practice in Henley-on-Thames, where you will benefit from an established client bank and a supportive operational framework. With a strong focus on employee growth, the firm offers comprehensive benefits including private medical insurance and matched pension contributions, alongside clear pathways for career advancement. This is an excellent opportunity for Financial Advisers looking to thrive in a collaborative environment while delivering exceptional service to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Adviser - Client Bank Provided, Henley-on-Thames
✨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 Financial Divisions. 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 Employed Financial Adviser - Client Bank Provided, Henley-on-Thames
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 Financial Divisions.
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 Financial Divisions'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 Financial Divisions
✨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 Financial Divisions.
✨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 Financial Divisions 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 Financial Divisions 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.
