At a Glance
- Tasks: Help clients make informed financial decisions with qualified appointments.
- Company: Exciting private equity-backed financial services firm launching in London.
- Benefits: Competitive salary, profit share, private healthcare, and ongoing training.
- Other info: Join a growing team with clear career progression opportunities.
- Why this job: Focus on advising clients without the pressure of lead generation.
- Qualifications: Level 4 Diploma and experience as a Financial Adviser required.
The predicted salary is between 55000 - 55000 £ per year.
Qualified inbound appointments | Private equity-backed growth | New London office launch | No self-generation required If you're an experienced Financial Adviser who enjoys helping clients make informed financial decisions but is frustrated by the constant pressure to generate your own leads, this role offers a different approach.
You'll work with qualified, pre-booked appointments, allowing you to focus on delivering advice rather than prospecting.
Joining a growing financial services business, you'll become part of an organisation entering an exciting new phase of expansion.
Backed by significant investment and supported by a proven operating model, the business is creating new opportunities for advisers who want both stability and long-term career growth.
Package & Benefits• Salary 55,000 per annum.
- Realistic on-target earnings of 95,000+ per annum.
- Qualified, pre-booked client appointments.
- No cold calling or self-generated business requirements.
- Private healthcare.
- Profit share scheme.
- 8% employer pension contribution.
- Death in service cover.
- Professional development and ongoing training support.
- Clear career progression opportunities.
About the Company This private equity-backed financial services business has built a strong and successful presence across the North of England and is now launching its London office following significant investment to support its next phase of growth.
Through substantial investment in marketing and client acquisition, the business generates a consistent flow of inbound enquiries, supported by a specialist team that qualifies opportunities before introducing them to advisers.
Key Responsibilities• Conduct client meetings with qualified prospective clients and complete comprehensive fact-finds.
- Assess financial circumstances and deliver suitable recommendations in line with regulatory requirements.
- Build and maintain long-term client relationships through professional financial advice.
- Work closely with support teams to maximise client outcomes while maintaining compliance standards.
About You• Level 4 Diploma qualified with experience working as a Financial Adviser, Financial Planning Consultant, Wealth Adviser, or similar regulated advisory professional.
- Proven experience conducting client meetings, fact-finds, and delivering regulated financial advice.
- Experience working within FCA-regulated environments and meeting compliance requirements.
If you're looking for a Financial Adviser role where you can focus on advising clients rather than generating leads while joining a business investing heavily in its future growth, we'd love to hear from you.
Contact Fintelligent for more information or a confidential discussion, even if your CV is not fully up to date.
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Financial Adviser in London employer: Fintelligent
Fintelligent is an exceptional employer that values innovation and professional growth within the dynamic property finance sector. With a competitive salary package, hybrid working options, and a clear pathway to advancement, employees are empowered to thrive in a supportive and collaborative work culture. Located in London, Fintelligent offers unique opportunities to engage with diverse projects while managing risks effectively, making it a rewarding place for those seeking meaningful careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser 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.
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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.
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Don’t shy away from reaching out directly to firms like Fintelligent. 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 Financial Adviser 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 Fintelligent.
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 Fintelligent'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 Fintelligent
✨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 Fintelligent.
✨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 Fintelligent 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 Fintelligent 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.
