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- Tasks: Manage and grow an existing client portfolio while providing expert financial advice.
- Company: A respected financial advice firm with a strong reputation.
- Benefits: Competitive salary, uncapped commission, hybrid working, and full support.
- Other info: Stable opportunity with excellent growth potential in a supportive environment.
- Why this job: Step into a warm client base and focus on building lasting relationships.
- Qualifications: Experienced Financial Adviser with strong client servicing skills.
The predicted salary is between 55000 - 60000 £ per year.
Experienced Financial Adviser required in West London / Swindon for a hybrid role (Office & Client Facing) with a salary of £55,000 - £60,000 Basic + Uncapped Commission + Benefits.
Are you an experienced Financial Adviser looking to inherit a client bank from day one? Do you want to focus on advice and client relationships — not admin and paraplanning? A long-established and highly respected advice firm is looking to appoint an Experienced Financial Adviser to take over and develop an existing portfolio of clients. This role is focused on servicing, retaining and growing relationships — not starting from scratch.
What you’ll be doing:
- Managing and developing an existing client bank
- Providing advice across pensions, investments & protection
- Conducting regular client reviews
- Identifying new opportunities within an established portfolio
- Building long‑term, trusted client relationships
What’s on offer:
- £55,000 - £60,000 basic salary
- Uncapped commission
- Client bank provided from day one
- Full paraplanning & technical support
- Hybrid working (West London / Swindon)
- A stable, long‑term opportunity within a well‑established firm
What they’re looking for:
- Experienced Financial Adviser / Wealth Adviser
- Confident advising across core financial planning areas
- Strong focus on client servicing and relationship building
- Able to attend the office and meet clients when required
Why this role stands out:
You’ll be stepping into a warm client base, with the support and infrastructure in place to let you do what you do best — advise, build relationships and grow income.
Financial Advisor employer: Kyrann Financial Recruitment Ltd
Contact Detail:
Kyrann Financial Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application and get noticed. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your client relationship management and financial planning expertise to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client servicing and how you’ve successfully managed portfolios in the past. Let us know why you’re the perfect fit for our team.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve grown client relationships or increased revenue in previous roles.
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 from us!
How to prepare for a job interview at Kyrann Financial Recruitment Ltd
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your expertise in financial planning. Brush up on key metrics and case studies relevant to pensions, investments, and protection. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Relationship Building Skills
This role is all about client relationships, so come prepared with examples of how you've built and maintained strong connections with clients. Think about specific instances where your relationship management led to successful outcomes.
✨Understand the Company Culture
Research the firm’s values and approach to client servicing. Tailor your responses to align with their ethos, showing that you’re not just a fit for the role but also for the company culture. This will help you stand out as a candidate who truly understands their mission.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the existing client bank, support structures, and growth opportunities within the firm. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.