At a Glance
- Tasks: Deliver exceptional financial advice and manage relationships with high-net-worth clients.
- Company: Established Wealth Manager with a supportive and collaborative culture.
- Benefits: Competitive salary, uncapped earnings, hybrid working, and comprehensive health benefits.
- Other info: Enjoy career growth opportunities and a vibrant team culture.
- Why this job: Step into an existing client book and make a real impact in wealth management.
- Qualifications: 3+ years as a Financial Adviser and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 50000 - 70000 € per year.
Location: London (Hybrid - 3 days office / 2 days remote)
Salary: £50,000-£70,000 DOE + Uncapped Earnings + Discretionary Bonus
Department: Private Wealth Advisory
Reports to: Adviser Development Manager
Role Overview:
Our Client, an established Wealth Manager is seeking an ambitious, client-centric Financial Adviser to join their high-performance Private Wealth Advisory team. This is a rare opportunity to step straight into an existing book of high-net-worth clients, supported by a full in-house paraplanning, administration, and marketing function. You'll focus on what you do best - delivering exceptional advice, deepening relationships, and growing a high-quality portfolio - while we provide the infrastructure, support, and career development to help you excel.
Key Responsibilities:
- Deliver holistic financial advice to HNW individuals, families, and institutions.
- Manage and deepen client relationships with a long-term, outcomes-focused approach.
- Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management.
- Grow your book through referrals, networking, and high-quality in-house leads.
- Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development.
- Stay current with market trends, regulatory changes, and industry best practice.
Required Qualifications & Experience:
- Minimum 3 years' experience as a Financial Adviser or Wealth Adviser.
- Level 4 Diploma in Regulated Financial Planning (required).
- Level 6 / Chartered Financial Planner status (preferred).
- Proven experience working with high-net-worth clients and complex financial needs.
- Demonstrable track record of excellent client outcomes and service delivery.
- Strong interpersonal, communication, and relationship-building skills.
What We Offer:
- Client Book Provided - Begin with an established portfolio of HNW clients.
- Competitive Base Salary - £50,000-£70,000 depending on experience.
- Uncapped Earnings - Discretionary bonus and share-of-fees scheme.
- Full Back-Office Support - Paraplanning, admin, and marketing handled for you.
- Career Growth - Ongoing training, mentoring, and long-term development pathways.
- Hybrid Working - London office with flexible working arrangements.
Benefits:
- 24 days holiday (plus your birthday off), increasing with service.
- NHS Medicash Health Plan.
- Life Assurance & Income Protection.
- Quarterly team socials and events.
- Collaborative, inclusive team culture.
Employed Financial Advisor in City of London employer: Kennedy Pearce Consulting
Join a leading Wealth Manager in London, where you will thrive in a collaborative and inclusive team culture that prioritises your professional growth. With an established book of high-net-worth clients, competitive salary, uncapped earnings, and comprehensive back-office support, you can focus on delivering exceptional financial advice while enjoying the benefits of hybrid working and ongoing career development opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss your experience with high-net-worth clients and how you've delivered exceptional outcomes in the past.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application and get noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Employed Financial Advisor in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Adviser. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how your skills align with our needs. Be sure to mention your approach to client relationships and outcomes.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you've achieved! Include specific examples of how you've delivered exceptional advice or grown a client portfolio. Numbers and results speak volumes!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at Kennedy Pearce Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax optimisation. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to their team.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your relationship-building skills and how you've delivered exceptional outcomes for them. This is key for a role focused on client relationships.
✨Understand Their Business Model
Research the company’s approach to wealth management and their support structure. Knowing how they provide paraplanning and marketing support can help you articulate how you would leverage these resources to grow your book of clients.
✨Ask Insightful Questions
Prepare thoughtful questions about their team culture, career development opportunities, and how they stay ahead of market trends. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
