At a Glance
- Tasks: Deliver exceptional financial advice to high-net-worth clients and manage relationships.
- Company: Established Wealth Manager with a supportive and collaborative culture.
- Benefits: Competitive salary, uncapped earnings, hybrid working, and ongoing career development.
- Other info: Enjoy 24 days holiday, team socials, and a dynamic work environment.
- Why this job: Step into an existing client book and make a real impact in wealth management.
- Qualifications: Minimum 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 our 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 - Kennedy Pearce in London employer: Kennedy Pearce
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 - Kennedy Pearce in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. Remember, it’s all about building relationships that can lead to opportunities.
✨Show Off Your Expertise
When you get the chance to chat with someone about the role, make sure to highlight your experience and knowledge in financial advising. Share success stories or strategies you've implemented that have led to great client outcomes. This will help you stand out as a candidate who knows their stuff!
✨Leverage Our Website
Don’t forget to check out our website for job openings and resources! Applying through our platform not only gives you access to exclusive roles but also shows your commitment to joining our team. Plus, we’re always updating our listings, so keep an eye out!
✨Prepare for the Interview
Before your interview, do your homework! Research the company, understand their values, and think about how your skills align with their needs. Prepare questions to ask them too; it shows you're genuinely interested and engaged. Confidence is key!
We think you need these skills to ace Employed Financial Advisor - Kennedy Pearce in London
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. 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. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've delivered excellent client outcomes or grown your portfolio. We love seeing numbers and success stories!
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. Plus, it’s super easy!
How to prepare for a job interview at Kennedy Pearce
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around high-net-worth clients and complex financial needs. Be ready to discuss specific strategies you've implemented in the past and how they benefited your clients.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to build and maintain strong client relationships. Think about times when you went above and beyond for a client and how that led to positive outcomes.
✨Understand the Company Culture
Research Kennedy Pearce and their Private Wealth Advisory team. Familiarise yourself with their values and how they support their advisers. This will help you align your answers with what they’re looking for in a candidate.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their approach to client management or how they support advisers in growing their portfolios. This demonstrates your enthusiasm and strategic thinking.
