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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial advice.
- Company: Join a reputable wealth management firm with over 30 years of success in Southeast London.
- Benefits: Enjoy a competitive salary, attractive bonuses, and flexible hybrid working options.
- Why this job: This role offers significant earning potential and the chance to build lasting client relationships.
- Qualifications: Must have at least 3 years of advising experience and be chartered or working towards it.
- Other info: Opportunity to take over a retiring adviser's client bank over the next three years.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
Plus: attractive bonus & benefits package
We are excited to offer a new opportunity for a skilled and motivated Independent Financial Adviser to join a well-established wealth management firm, with offices in Southeast London. This role involves managing an existing book of clients generating £400k in recurring revenue, with the opportunity to take over a retiring adviser’s client bank over the next three years. The client base includes high-net-worth (HNW) individuals, such as families, retirees, City professionals, and even some elite sports figures, all with investable assets ranging from £300k to £10m.The ideal candidate will have at least 3 years of solid advising experience and be either chartered or working towards it. You will need the gravitas and interpersonal skills to work effectively with HNW clients, offering a tailored, top-tier service. While there is no requirement to bring a client base with you, if you have clients that align with the firm’s investment proposition, this would be welcome. The role offers significant flexibility, including hybrid working (only coming into the office once or twice a week) and the autonomy to manage your own affairs. Clients are spread across Kent, Sussex, Surrey, and London, so the ability to manage relationships across these regions is essential.This is a fantastic opportunity for an adviser who can deliver high-quality financial advice and manage relationships with long-standing clients. The firm prides itself on its holistic advisory services and generates new business purely through referrals and recommendations.My client can offer:£70k – £80k basic salary, plus attractive bonus and benefits package.Manage a client book generating £400k in ongoing fees.Flexibility with hybrid working, with offices in Southeast London.A well-established firm with over 30 years of success, offering long-term career growth.This is a great opportunity for an ambitious Financial Planner to step into a trusted role with significant earning potential and a supportive, reputable firm. If you’re an adviser who values building strong client relationships and has a passion for delivering exceptional service, we’d love to hear from you.
Apply now by contacting Joanna Clark at Financial Divisions
Independent Financial Adviser - Southeast London - £70k - £80k basic salary plus... employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Southeast London - £70k - £80k basic salary plus...
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth clients. Attend industry events or seminars in Southeast London to make connections that could lead to referrals or insights about the firm.
✨Tip Number 2
Research the firm’s values and client approach thoroughly. Understanding their holistic advisory services will allow you to tailor your conversations and demonstrate how your experience aligns with their philosophy during any informal discussions.
✨Tip Number 3
Prepare to discuss your experience with HNW clients in detail. Be ready to share specific examples of how you've successfully managed relationships and delivered tailored financial advice, as this will showcase your suitability for the role.
✨Tip Number 4
Consider reaching out to current or former employees of the firm on professional networking sites. Gaining insights into the company culture and expectations can help you position yourself as a strong candidate when you apply through our website.
We think you need these skills to ace Independent Financial Adviser - Southeast London - £70k - £80k basic salary plus...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, especially with high-net-worth clients. Emphasise any qualifications you have, such as being chartered or working towards it, and include specific examples of how you've managed client relationships effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional service and your ability to build strong client relationships. Mention your experience with HNW individuals and how you can contribute to the firm's holistic advisory services.
Highlight Your Interpersonal Skills: In your application, emphasise your gravitas and interpersonal skills. Provide examples of how you've successfully interacted with clients in the past, particularly in high-pressure situations or when dealing with complex financial matters.
Showcase Flexibility and Autonomy: Mention your ability to manage relationships across various regions, as well as your comfort with hybrid working. This will demonstrate that you are adaptable and can thrive in the firm's flexible working environment.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your relevant experience, especially your time spent advising high-net-worth clients. Be prepared to discuss specific cases where you successfully managed client portfolios and delivered tailored financial advice.
✨Demonstrate Interpersonal Skills
Since the role requires strong interpersonal skills, practice how you communicate your ideas clearly and confidently. Use examples from your past to illustrate how you've built and maintained relationships with clients.
✨Understand the Firm's Values
Research the firm’s approach to wealth management and their holistic advisory services. Be ready to explain how your values align with theirs and how you can contribute to their reputation for exceptional service.
✨Prepare for Regional Client Management
Given that clients are spread across various regions, be prepared to discuss your strategies for managing relationships over distance. Highlight any previous experience you have in maintaining client connections remotely or across different locations.