At a Glance
- 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 in West London / Swindon | Hybrid (Office & Client Facing) £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 is a role 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 in London 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 in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick, engaging summary of your experience and what you bring to the table ready to go.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights on financial topics to position yourself as a knowledgeable adviser.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your client relationship management and financial advising experience to show us you’re the right fit!
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 you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s growing a client base or achieving sales targets, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 trends in 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 of specific instances where your relationship management led to successful outcomes.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Knowing what they stand for will help you align your answers with their expectations and show that you’re a good fit for their team.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the client bank you'll inherit and the support structure in place. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.