At a Glance
- Tasks: Deliver exceptional financial advice to high-net-worth clients and manage relationships.
- Company: Established Wealth Manager with a collaborative and inclusive culture.
- Benefits: Competitive salary, uncapped earnings, hybrid working, and generous holiday allowance.
- Other info: Ongoing training and career growth opportunities in a dynamic 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 in London employer: KennedyPearce Consulting
Join a leading Wealth Manager in London as an Employed Financial Advisor, where you will benefit from a competitive salary and uncapped earnings while working with an established portfolio of high-net-worth clients. Our collaborative and inclusive team culture fosters professional growth through ongoing training and support, ensuring you can focus on delivering exceptional financial advice without the burden of administrative tasks. Enjoy the flexibility of hybrid working arrangements and a comprehensive benefits package that prioritises your well-being and career development.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building relationships that can lead to opportunities.
✨Showcase Your Expertise
Consider hosting a webinar or writing articles on financial topics you’re passionate about. This not only demonstrates your knowledge but also positions you as a thought leader in the field. Plus, it’s a great way to attract attention from potential employers!
✨Leverage Our Resources
Don’t forget to check out our website for job openings and resources tailored just for you. We’ve got a wealth of information that can help you prepare for interviews and understand what employers are looking for in a Financial Adviser.
✨Prepare for the Interview
Research the company and its clients thoroughly before your interview. Be ready to discuss how your experience aligns with their needs and how you can add value to their team. Confidence is key, so practice your pitch and come prepared with questions!
We think you need these skills to ace Employed Financial Advisor in 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 genuine and let your personality come through – we love to see that!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've delivered exceptional client outcomes or grown your portfolio. Numbers and results speak volumes, so don’t hold back!
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’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at KennedyPearce Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax optimisation. Be ready to discuss how you've successfully managed high-net-worth clients in the past and the strategies you've implemented.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to build and deepen client relationships. Think about specific instances where your advice led to positive outcomes for clients, as this will demonstrate your value to the company.
✨Familiarise Yourself with the Company
Research the wealth management firm thoroughly. Understand their values, services, and recent news. This will not only help you tailor your answers but also show your genuine interest in joining their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client management or how they support their advisers in professional development. This shows you're engaged and serious about the role.
