At a Glance
- Tasks: Deliver holistic financial advice and manage relationships with high-net-worth clients.
- Company: Established Wealth Manager with a high-performance culture.
- Benefits: Competitive salary, uncapped earnings, hybrid working, and 24 days holiday.
- Other info: Enjoy ongoing training, mentoring, and a collaborative team environment.
- Why this job: Step into an existing client book and focus on delivering exceptional advice.
- 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 employer: Kennedy Pearce Consulting
Join a leading Wealth Manager in London, where you will thrive in a dynamic and supportive environment that prioritises your professional growth. With an established book of high-net-worth clients and comprehensive back-office support, you can focus on delivering exceptional financial advice while enjoying competitive earnings and a collaborative team culture. Our commitment to employee development and flexible hybrid working arrangements makes us an outstanding employer for ambitious Financial Advisers seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead on your next big opportunity!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and experience as a Financial Adviser. Use social media platforms like LinkedIn to share insights, articles, and success stories. This will help you stand out and attract the right attention from employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Think about how you can demonstrate your client-centric approach and your ability to manage high-net-worth clients. Confidence is key, so rehearse until you feel ready to impress!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your talents. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this fantastic opportunity to grow your career with us!
We think you need these skills to ace Employed Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your experience with high-net-worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Be sure to mention your client-centric approach and any successes you've had in previous roles.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to deliver exceptional advice and build strong client relationships. Numbers speak volumes, so if you’ve grown a portfolio or improved client satisfaction, let us know!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Private Wealth Advisory team!
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. This is key for a role focused on client relationships.
✨Understand Their Business Model
Familiarise yourself with the company's structure and how they support their advisers. Knowing about their paraplanning, admin, and marketing functions can help you articulate how you would leverage these resources to grow your book.
✨Ask Insightful Questions
Prepare thoughtful questions about their approach to client management and career development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
