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- Tasks: Manage a portfolio of high net worth clients and deliver tailored investment strategies.
- Company: Join a boutique firm known for bespoke financial solutions and a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, commission opportunities, and hybrid working options.
- Why this job: Take ownership of a prestigious client book and grow within a supportive, entrepreneurial culture.
- Qualifications: 5+ years as a Financial Advisor with HNW client experience and strong relationship-building skills.
- Other info: Work in either Leatherhead or London office, with direct access to decision-makers.
The predicted salary is between 65000 - 75000 £ per year.
Experienced Financial Advisor £65,000–£75,000 + Bonus + Commission Leatherhead (Or London office) Hybrid, 3 Days in Office Full Client Bank Provided
Are you a seasoned Independent Financial Advisor ready to take the next step in your career? We are currently hiring for an independent, boutique firm with a strong reputation for delivering bespoke financial solutions to high net worth (HNW) clients. Their investment arm is growing, and they are looking for a talented advisor to join and take over a prestigious client book.
What You’ll Be Doing:
- Manage and nurture an existing portfolio of HNW clients with over £45 million funds under management
- Work closely with the Investment Manager to deliver tailored investment strategies
- Build long-term relationships with key clients, ensuring exceptional service and trust
- Identify opportunities to grow the client base and contribute to the firm’s expansion
What We’re Looking For:
- Minimum 5 years of relevant experience as a Financial Advisor, ideally with HNW client exposure
- Strong understanding of investment products and financial planning
- Excellent interpersonal and relationship-building skills
- Ambition to grow within a dynamic, client-focused environment
What We Offer:
- Competitive base salary of £65,000–£75,000
- Bonus of up to 10%, with a potential commission structure for direct business development/selling
- Direct access to the investment team and decision-makers
- A supportive, entrepreneurial culture with room to grow
- Hybrid working model – 3 days per week in either Leatherhead or London office
If you're ready to take ownership of a high-value client base and help shape a growing firm, we’d love to hear from you.
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
REF: 88326
Financial Advisor employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience with high net worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the boutique firm thoroughly. Understand their investment strategies and client approach, so you can discuss how your experience aligns with their values during any informal conversations or interviews.
✨Tip Number 3
Prepare to showcase your relationship-building skills. Think of specific examples where you've successfully managed HNW clients and how you’ve contributed to their financial success, as this will be crucial in demonstrating your fit for the role.
✨Tip Number 4
Stay updated on market trends and investment products relevant to HNW clients. Being knowledgeable about current financial landscapes will help you engage in meaningful discussions and show your commitment to providing exceptional service.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Advisor, especially any work with high net worth clients. Use specific examples to demonstrate your success in managing portfolios and building client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm’s values. Emphasise your ambition to grow within a dynamic environment and how your skills align with their needs.
Highlight Relevant Skills: In your application, focus on your strong understanding of investment products and financial planning. Mention any specific tools or methodologies you use to deliver tailored investment strategies.
Showcase Your Interpersonal Skills: Since relationship-building is key for this role, provide examples of how you've successfully nurtured client relationships in the past. This will help demonstrate your fit for the position.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Advisor, especially any work with high net worth clients. Highlight specific examples of how you've managed portfolios and built relationships, as this will demonstrate your capability to handle the prestigious client book.
✨Understand Investment Products
Brush up on your knowledge of various investment products and financial planning strategies. The interviewers will likely ask about your approach to creating tailored investment strategies, so be ready to discuss how you would collaborate with the investment team.
✨Demonstrate Relationship-Building Skills
Prepare to share examples of how you've successfully built long-term relationships with clients in the past. Emphasise your interpersonal skills and how they have contributed to client trust and satisfaction, which is crucial for this role.
✨Express Your Ambition
Convey your ambition to grow within a dynamic environment. Discuss your career goals and how they align with the firm's vision, showing that you're not just looking for a job, but a place where you can contribute and develop.
