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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 focus on client relationships.
- Benefits: Competitive salary, uncapped commission, hybrid working, and full support.
- Other info: Stable opportunity with excellent support for career growth.
- Why this job: Step into a warm client base and focus on what you do best - advising clients.
- Qualifications: Experienced Financial Adviser with strong relationship-building skills.
The predicted salary is between 55000 - 60000 £ per year.
Experienced Financial Adviser 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? Or are you in a role where you’re bringing in business... but not fully benefiting from it?
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.
Independent Financial Advisor in London employer: Kyrann Financial Recruitment
Contact Detail:
Kyrann Financial Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Show off your expertise! When you meet potential employers or clients, don’t be shy about sharing your success stories and how you've built strong client relationships in the past. This will help you stand out as the go-to adviser.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your skills and connect with hiring managers. Share insights on financial planning topics to position yourself as an expert in the field.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you a leg up. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Independent Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser. Focus on your client relationship skills and any relevant achievements in managing portfolios. 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! Share your passion for financial advising and how you’ve successfully built client relationships in the past. Let us know why you’re excited about this opportunity with StudySmarter.
Showcase Your Expertise: In your application, don’t shy away from mentioning specific areas of financial planning you excel in, like pensions or investments. We’re looking for someone who can hit the ground running with our existing client bank.
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. We can’t wait to hear from you!
How to prepare for a job interview at Kyrann Financial Recruitment
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to demonstrate your expertise in financial planning. Brush up on key metrics related 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 long-term client connections. Think of specific instances where your relationship management led to successful outcomes for clients.
✨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 and the support you'll receive. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.