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, hybrid working, and career development opportunities.
- Other info: Enjoy 24 days holiday, health benefits, and a vibrant team culture.
- Why this job: Step into an existing client book and make a real impact in wealth management.
- Qualifications: Minimum 3 years as a Financial Adviser and Level 4 Diploma in Regulated Financial Planning.
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
Full-time, Permanent
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 in London employer: Financial Planning Firm
Join a leading Wealth Manager in London as an Employed Financial Advisor, where you will benefit from an established book of high-net-worth clients and comprehensive support from our dedicated paraplanning, administration, and marketing teams. Our collaborative and inclusive work culture fosters professional growth through ongoing training and mentoring, while our hybrid working model offers flexibility to balance your personal and professional life. With competitive salaries, uncapped earnings potential, and generous benefits, this is an exceptional opportunity for ambitious financial professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor in London
✨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 Planning Firm. 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 Advisor in London
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 Planning Firm.
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 Planning Firm'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 Planning Firm
✨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 Planning Firm.
✨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 Planning Firm 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 Planning Firm 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.
