At a Glance
- Tasks: Deliver exceptional financial advice to high-net-worth clients and manage relationships.
- Company: Established Wealth Manager with a supportive and collaborative culture.
- Benefits: Competitive salary, uncapped earnings, health plan, and 24 days holiday.
- Other info: Enjoy hybrid working and ongoing training for career development.
- Why this job: Step into an existing client book and grow your career in finance.
- Qualifications: 3+ years as a Financial Adviser and Level 4 Diploma required.
The predicted salary is between 50000 - 70000 £ per year.
Location: London (Hybrid – 3 days office / 2 days remote)
Salary: £50,000–£70,000 DOE + Uncapped Earnings + Discretionary Bonus
Department: Private Wealth Advisory
Reports to: Adviser Development Manager
Role Overview
Our Client, an established Wealth Manager, is seeking an ambitious, client‑centric Financial Adviser to join our high‑performance Private Wealth Advisory team. This is a rare opportunity to step straight into an existing book of high‑net‑worth clients, supported by a full in‑house paraplanning, administration, and marketing function. You’ll focus on what you do best — delivering exceptional advice, deepening relationships, and growing a high‑quality portfolio — while we provide the infrastructure, support, and career development to help you excel.
Key Responsibilities
- Deliver holistic financial advice to HNW individuals, families, and institutions.
- Manage and deepen client relationships with a long‑term, outcomes‑focused approach.
- Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management.
- Grow your book through referrals, networking, and high‑quality in‑house leads.
- Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development.
- Stay current with market trends, regulatory changes, and industry best practice.
Required Qualifications & Experience
- Minimum 3 years’ experience as a Financial Adviser or Wealth Adviser.
- Level 4 Diploma in Regulated Financial Planning (required).
- Level 6 / Chartered Financial Planner status (preferred).
- Proven experience working with high‑net‑worth clients and complex financial needs.
- Demonstrable track record of excellent client outcomes and service delivery.
- Strong interpersonal, communication, and relationship‑building skills.
What We Offer
- Client Book Provided – Begin with an established portfolio of HNW clients.
- Competitive Base Salary – £50,000–£70,000 depending on experience.
- Uncapped Earnings – Discretionary bonus and share‑of‑fees scheme.
- Full Back‑Office Support – Paraplanning, admin, and marketing handled for you.
- Career Growth – Ongoing training, mentoring, and long‑term development pathways.
- Hybrid Working – London office with flexible working arrangements.
Benefits
- 24 days holiday (plus your birthday off), increasing with service.
- NHS Medicash Health Plan.
- Life Assurance & Income Protection.
- Quarterly team socials and events.
- Collaborative, inclusive team culture.
Employed Financial Advisor employer: Financial Planning Firm
Join a leading Wealth Manager in London as an Employed Financial Advisor, where you'll benefit from a competitive salary and uncapped earnings while working with an established portfolio of high-net-worth clients. Our collaborative and inclusive culture fosters professional growth through ongoing training and support, ensuring you can focus on delivering exceptional financial advice without the burden of administrative tasks. Enjoy the flexibility of hybrid working, generous holiday allowances, and a range of employee benefits that make this an outstanding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building relationships that can lead to opportunities.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and successes. Share stories of how you've helped high-net-worth clients achieve their financial goals. This will set you apart and show you’re the right fit for the role.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and your thoughts on market trends. This not only showcases your knowledge but also helps you stay connected with industry peers. Plus, it’s a great way to attract attention from recruiters looking for someone just like you!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest job openings and updates about our company culture and values.
We think you need these skills to ace Employed Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Adviser. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how your skills align with our needs. Be sure to mention your approach to client relationships and any successes you've had in the past.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you’ve achieved! Include specific examples of how you’ve delivered exceptional advice or grown a client portfolio. Numbers and results speak volumes, so don’t hold back!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
Make sure you’re up to speed with the latest financial trends and statistics relevant to high-net-worth clients. Brush up on your knowledge of pensions, investments, and tax optimisation strategies. This will not only show your expertise but also demonstrate your commitment to delivering exceptional advice.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your experience in managing and deepening client relationships. Think about specific instances where you’ve successfully navigated complex financial needs or delivered outstanding service. This will help you illustrate your ability to put clients first, which is crucial for this role.
✨Familiarise Yourself with the Company
Research the wealth management firm thoroughly. Understand their values, services, and the support they offer to advisers. Being able to discuss how you align with their mission and how you can contribute to their success will set you apart from other candidates.
✨Prepare Questions for Them
Have a list of insightful questions ready to ask during the interview. Inquire about their approach to client management, the tools they provide for advisers, and opportunities for career growth. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
