At a Glance
- Tasks: Provide top-notch financial planning and support to clients while mentoring a team of advisers.
- Company: Join a leading firm dedicated to high-quality wealth management and client satisfaction.
- Benefits: Flexible hours, hybrid working, competitive salary, and ongoing professional development.
- Other info: Supportive environment with opportunities for networking and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience as a Wealth Adviser with strong knowledge of financial products and regulations.
The predicted salary is between 50000 - 70000 £ per year.
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
- 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
- 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 group
- 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)
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.
Wealth Adviser employer: Howden
Howden is an exceptional employer for Wealth Advisers, offering a supportive work culture that prioritises professional development and compliance excellence. With a commitment to high-quality client outcomes and a focus on mentoring, employees benefit from strong growth opportunities while enjoying flexible working arrangements in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser
✨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 Howden. 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 Wealth Adviser
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 Howden.
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 Howden'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 Howden
✨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 Howden.
✨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 Howden 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 Howden 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.
