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 comprehensive support.
- Other info: Enjoy career growth opportunities and a vibrant team 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 required.
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 Slough employer: KennedyPearce Consulting
Join a leading Wealth Manager in London, where you will thrive as an Employed Financial Advisor with access to an established book of high-net-worth clients. Enjoy a competitive salary, uncapped earnings, and comprehensive back-office support, all while benefiting from a collaborative and inclusive team culture that prioritises your career growth through ongoing training and mentorship. With hybrid working options and generous benefits, this is an exceptional opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor in Slough
✨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!
✨Ace the Interview
Prepare for interviews by researching the company and understanding their client base. Be ready to discuss how your experience aligns with their needs, especially when it comes to managing high-net-worth clients. Confidence is key, so practice your pitch!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Employed Financial Advisor in Slough
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 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 team.
✨Familiarise Yourself with the Company
Research the wealth management firm thoroughly. Understand their values, services, and recent developments in the industry. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about their approach to client management or how they support their advisers in achieving success. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
