At a Glance
- Tasks: Manage and develop an established client portfolio, providing holistic financial advice.
- Company: Highly regarded boutique Independent Financial Advice firm in London.
- Benefits: Competitive salary, validation bonuses, and inherited recurring income.
- Other info: Opportunity to grow earnings and assets under management over time.
- Why this job: Join a growing team and build deep relationships with affluent clients.
- Qualifications: CAS signed off Financial Adviser with ambition and client management skills.
The predicted salary is between 50000 - 55000 £ per year.
I'm currently working with a highly regarded boutique Independent Financial Advice firm in London that is looking to appoint an employed Financial Adviser to join its growing team. This is a fantastic opportunity for an Adviser who is CAS signed off and looking to take over an established portfolio rather than start from scratch.
- Existing client bank provided from day one
- c.£20m AUM
- Approximately 50 ongoing client relationships
- Average investable assets of c.£400k per client
The successful Adviser will be responsible for managing and developing the existing client portfolio, conducting annual review meetings, and delivering holistic advice across:
- Pensions
- Investments
- Protection
- Ongoing Financial Planning
This role offers the opportunity to build deep relationships with an established and affluent client base, while generating additional business through referrals and identifying further planning opportunities within the existing book.
Package
- £50,000 - £55,000 basic salary
- 2x validation bonus structure
- OTE £100,000+
- Inherited recurring income and client relationships
- Strong support from an established boutique advice business
This would suit an ambitious Financial Adviser who wants the security of an existing client bank combined with the opportunity to grow their earnings and AUM over time.
Financial Adviser - Inherited Client Bank - London - &50,000 - &55,000 basic - OTE &100,000+ employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Inherited Client Bank - London - &50,000 - &55,000 basic - OTE &100,000+
✨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.
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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
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We think you need these skills to ace Financial Adviser - Inherited Client Bank - London - &50,000 - &55,000 basic - OTE &100,000+
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.
