At a Glance
- Tasks: Manage and advise a portfolio of 150-200 clients, delivering holistic financial planning.
- Company: Established wealth management practice with a strong client base and growth ambitions.
- Benefits: Competitive salary, bonus potential, private medical insurance, and matched pension contributions.
- Other info: Exciting career progression opportunities in a supportive environment.
- Why this job: Join a growing firm, inherit clients, and make a real impact in financial advising.
- Qualifications: Level 4 Diploma in Financial Planning and minimum 2 years' experience as a Financial Adviser.
The predicted salary is between 70000 - 70000 € per year.
A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success.
This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm.
Key Responsibilities- Manage and develop an assigned client bank of 150-200 clients as the primary adviser
- Conduct annual reviews and ongoing financial planning meetings
- Deliver holistic advice across investments, pensions, protection, and estate planning
- Identify new business opportunities within the existing client base
- Convert inbound enquiries and firm-generated leads
- Prepare or oversee suitability reports and maintain accurate client records
- Ensure all advice is compliant and aligned with regulatory standards
- Work collaboratively with the wider team including paraplanning and administration
- Conduct approximately 10-15 client meetings per week once established
- Contribute to new business targets through referrals and inbound lead conversion
- Maintain high levels of client service in line with the firm's standards
- Level 4 Diploma in Financial Planning (minimum)
- Currently registered with the FCA as an approved person
- Minimum 2 years' experience as a Financial Adviser post-qualification
- Strong technical knowledge across investments, pensions, and protection
- Excellent interpersonal and client relationship management skills
- Ability to manage a busy diary and work independently
- Commercial awareness with a proactive approach to business development
- Chartered status or working towards Chartered Financial Planner
- Experience in cashflow planning, inheritance tax planning, or later life advice
- Experience working with business owners or senior professionals
- Knowledge of the Thames Valley / Berkshire market
- Basic salary up to £70,000 (dependent on experience)
- Bonus: 10% of Initial Advice Fees (IAF) on all new business written
- Immediate access to a client bank of 150-200 clients
- Regular inbound enquiries generated by the firm
- Paraplanning and administrative support as your client bank grows
- Matched pension contributions
- Private medical insurance, income protection, and death in service cover
- Laptop and full support infrastructure
- Clear progression within a growing and ambitious practice
This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support.
Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (OTE £100k+) employer: Financial Divisions
Join a dynamic and expanding wealth management practice in Henley-on-Thames, where you will inherit a robust client portfolio and enjoy a supportive work culture that prioritises employee growth. With a competitive salary, generous bonus structure, and comprehensive benefits package, this firm is dedicated to fostering your professional development while ensuring a high standard of client service. Experience the unique advantage of working in a collaborative environment with strong administrative support, allowing you to focus on delivering exceptional financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (OTE £100k+)
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, and connect with other professionals. The more you network, the more opportunities you'll uncover, and who knows, you might even find your next client or referral!
✨Showcase Your Expertise
Don’t just sit back and wait for clients to come to you. Share your knowledge through social media, blogs, or webinars. This not only positions you as an expert but also attracts potential clients who are looking for someone with your skills.
✨Follow Up Like a Boss
After meeting someone or having a conversation, always follow up! A simple email or message can keep you top of mind. Plus, it shows that you’re proactive and genuinely interested in building relationships.
✨Apply Through Our Website
If you’re keen on this role, don’t hesitate to apply through our website! It’s the best way to ensure your application gets noticed, and we’re always on the lookout for passionate Financial Advisers ready to make a difference.
We think you need these skills to ace Employed Financial Adviser - Clients provided, Henley-on-Thames Salary: £70,000 + Bonus (OTE £100k+)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Employed Financial Adviser role. Highlight your experience with client management, financial planning, and any relevant qualifications. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our team and how you can contribute to our growth. Be genuine and let your personality come through – we love that!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's exceeding targets or building strong client relationships, we want to know how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your technical knowledge across investments, pensions, and protection. Be ready to discuss how you've applied this knowledge in your previous roles, especially when it comes to delivering holistic advice.
✨Client-Centric Mindset
Since this role is all about managing a client bank, think about how you can demonstrate your interpersonal skills. Prepare examples of how you've built and maintained strong client relationships, and be ready to share your approach to conducting annual reviews.
✨Show Your Business Development Skills
This position requires a proactive approach to identifying new business opportunities. Think of specific instances where you've successfully converted leads or referrals into clients, and be prepared to discuss your strategies for business growth.
✨Understand the Firm's Vision
Research the wealth management practice and its growth ambitions. Be ready to articulate how you can contribute to their success, especially with the upcoming office launch and your experience in the Thames Valley/Berkshire market.
