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- Tasks: Provide holistic financial advice and manage client portfolios using modern tools.
- Company: Innovative financial firm focused on accessible, data-driven advice.
- Benefits: Competitive salary, professional development, and the chance to work with AI tools.
- Why this job: Make a real impact on clients' financial futures while using cutting-edge technology.
- Qualifications: 3+ years in financial advisory and strong communication skills required.
- Other info: Join a dynamic team with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
Company Description: Client-focused financial firm. This company is rethinking how financial advice is delivered — making it more accessible, more data-driven, and more human. As a Financial Advisor, you will work closely with individuals and families to help them make confident decisions about their finances, investments, and future. You will combine traditional financial planning expertise with modern tools (including AI) to deliver personalised advice that drives real impact.
Responsibilities:
- Provide holistic financial advice across savings, investments, pensions, and protection.
- Build and manage a portfolio of clients, focusing on trust and long-term value.
- Use modern financial planning tools — including AI-powered insights — to support decision-making.
- Stay up to date with regulatory requirements and industry shifts.
- Prepare and present tailored financial plans and reports.
- Collaborate with internal analysts, operations, and compliance teams.
- Support clients in understanding complex financial products in simple, human language.
Qualifications:
- 3+ years of experience in financial advisory or wealth management.
- Level 4 Diploma qualified (or working towards it).
- Strong interpersonal and communication skills — client-first approach.
- Familiarity with financial planning tools and CRM systems.
- Comfortable using new technologies (including AI tools) to enhance service.
- Bonus: experience with ESG or ethical investing strategies.
Senior Financial Advisor in London employer: Ivee
Contact Detail:
Ivee Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor in London
✨Tip Number 1
Get your profile sorted on our website! It’s super easy and helps us match you with the right opportunities. Make sure to upload your CV and write a killer bio that showcases your skills.
✨Tip Number 2
Network like a pro! Reach out to connections in the financial sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Senior Financial Advisor role. You never know who might have the inside scoop!
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of modern financial tools and AI applications. Be ready to discuss how you can use these to provide personalised advice. Show them you’re not just about traditional methods!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re genuinely interested in the role and the company.
We think you need these skills to ace Senior Financial Advisor in London
Some tips for your application 🫡
Craft a Compelling CV: Your CV is your first impression, so make it count! Highlight your experience in financial advisory and any relevant qualifications. Tailor it to showcase how you can bring value to the role and the company.
Write a Personalised Cover Letter: Don’t just send a generic cover letter. Take the time to personalise it for the role at ivee. Mention why you’re excited about the opportunity and how your skills align with their mission of making financial advice more accessible.
Showcase Your Tech Savvy: Since the role involves using modern financial planning tools and AI, make sure to mention any relevant tech skills or experiences. This will show that you’re not just a traditional advisor but someone who embraces innovation.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy! Just head over to the application page, upload your CV, and fill out your bio to get started on your journey with us.
How to prepare for a job interview at Ivee
✨Know Your Stuff
Make sure you brush up on the latest trends in financial advisory and be ready to discuss how you can leverage AI tools in your approach. Familiarise yourself with the company's ethos of making financial advice more accessible and data-driven.
✨Showcase Your Interpersonal Skills
As a Senior Financial Advisor, strong communication is key. Prepare examples of how you've built trust with clients in the past and how you simplify complex financial concepts. This will demonstrate your client-first attitude.
✨Prepare Tailored Financial Plans
Be ready to present a mock financial plan during your interview. Use modern financial planning tools to create a sample report that showcases your ability to deliver personalised advice. This will highlight your practical skills and understanding of client needs.
✨Stay Updated on Regulations
Research current regulatory requirements and industry shifts relevant to financial advisory. Being knowledgeable about these changes shows your commitment to compliance and your proactive approach to staying informed.
