At a Glance
- Tasks: Provide top-notch financial planning and support to clients while mentoring a team of advisers.
- Company: Join Howden, a global insurance group with a unique employee-owned culture.
- Benefits: Define your career with flexible hours, professional development, and a supportive environment.
- Other info: Embrace diversity and enjoy excellent career growth opportunities in a dynamic workplace.
- Why this job: Make a real impact in wealth management while collaborating with a passionate international team.
- Qualifications: Experience as a Wealth Adviser and strong knowledge of UK financial regulations required.
The predicted salary is between 50000 - 70000 £ per year.
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work/life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.
Role Purpose
To provide high-quality financial planning and wealth management advice to clients, whilst supervising and supporting advisers within the team. The role will contribute to maintaining strong regulatory standards, high-quality client outcomes and consistent adherence to firm-wide processes under the overall leadership of the Head of Wealth.
Key Responsibilities
- Client Advisory
- Deliver holistic financial planning advice across investments, pensions, protection and tax-efficient strategies
- Build and maintain strong, long-term client relationships
- Conduct regular client reviews and ensure advice remains suitable and compliant
- Identify opportunities to grow client portfolios and introduce additional services
- Compliance & Risk
- Ensure adherence to FCA regulations and internal compliance standards
- Maintain accurate and up-to-date client records and documentation
- Support the firm’s risk management framework through effective supervision and oversight
- Business Development
- Contribute to the growth of the business through referrals, new client acquisition and cross collaboration opportunities across the wider business
- Develop professional introducer relationships
- Participate in networking events
- Supervisory
- Supervise and support a defined group of wealth advisers
- Provide day-to-day guidance, coaching and mentoring to defined advisers within the team
- Assist in maintaining quality of advice standards within the supervised
- Support monitoring of compliance standards, file quality and adherence to internal processes
- Contribute to training and development initiatives (where appropriate)
- Escalate material risks, issues or performance concerns to Antony Cousins as Head of Wealth
Skills & Experience
- Experience as a Wealth Adviser
- Strong technical knowledge of financial planning products and UK regulations
- Experience in supervising, mentoring or supporting advisers
- Strong interpersonal and communication skills
- High attention to detail and strong compliance awareness
- Ability to balance day-to-day role with supervisory responsibilities
Qualifications
- Level 4 Diploma in Regulated Financial Planning (minimum requirement)
- Chartered Financial Planner status (or working towards) – desirable
- Appropriate Statement of Professional Standing (SPS) in place
- Evidence of ongoing Continuing Professional Development (CPD)
- Additional specialist qualifications (e.g. pension transfers) – desirable
What do we offer in return?
A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:
- Our successes have all come from someone brave enough to try something new
- We support each other in the small everyday moments and the bigger challenges
- We are determined to make a positive difference at work and beyond
Reasonable adjustments
We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working. If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.
Permanent
Wealth Adviser in London employer: Howden
At Howden, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions employee ownership and collaboration across our global team. Our commitment to work/life balance, career progression, and sustainability ensures that you will thrive both personally and professionally, while our focus on mentorship and compliance fosters an environment where you can grow as a Wealth Adviser. Join us in making a positive impact, surrounded by like-minded individuals who are dedicated to pushing the boundaries of insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience and how it aligns with their needs. Prepare some examples of how you've successfully advised clients or managed portfolios to demonstrate your expertise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining Howden. It shows initiative and gives us a better sense of your interest in our unique culture.
We think you need these skills to ace Wealth Adviser in London
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see why you're excited about becoming a Wealth Adviser at Howden and how you align with our culture of collaboration and innovation.
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Wealth Adviser. Focus on your technical knowledge, client relationships, and any supervisory roles you've had. We love seeing how your skills match what we're looking for!
Be Clear and Concise:Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate well-structured applications that get straight to the heart of your qualifications and experiences.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Howden!
How to prepare for a job interview at Howden
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and UK regulations. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Interpersonal Skills
As a Wealth Adviser, building strong client relationships is key. Prepare examples of how you've successfully managed client interactions in the past, highlighting your communication skills and ability to connect with people.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and internal compliance standards. Be ready to discuss how you’ve ensured compliance in previous roles, as this will be crucial for maintaining high-quality client outcomes.
✨Prepare for Supervisory Questions
Since the role involves supervising and mentoring other advisers, think about your leadership style. Prepare to share experiences where you've guided or supported others, showcasing your ability to foster a collaborative environment.
