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- Tasks: Provide holistic financial advice to high-net-worth clients and manage client relationships.
- Company: Join a dynamic Private Wealth Advisory team in London, focused on high-performance and support.
- Benefits: Enjoy a competitive salary, uncapped earnings, hybrid work, and 24 days annual leave plus your birthday off.
- Why this job: Step into a role with pre-assigned clients and a supportive culture that fosters career growth.
- Qualifications: Minimum 3 years' experience in financial advisory and Level 4 Diploma in Regulated Financial Planning required.
- Other info: Participate in regular team socials and networking events for a vibrant work atmosphere.
The predicted salary is between 42000 - 84000 £ per year.
Employed Financial Adviser (Clients Provided)
Location: London (Hybrid - 3 days in-office)
Salary: £50,000 - £70,000 (DOE) + Uncapped Earnings & Discretionary Bonus
Contract Type: Full-Time, Permanent
Department: Private Wealth Advisory
Reports To: Adviser Development Manager
Role Overview
Our client is seeking a motivated and experienced Financial Adviser to join the Private Wealth Advisory team in a fully employed capacity. You'll step into a high-performance, high-support environment, receiving a portfolio of high-net-worth (HNW) clients from day one. With full back-office support—including paraplanning, administration, and marketing—you'll focus solely on delivering first-class financial advice and cultivating long-term client relationships.
Key Responsibilities
- Provide holistic financial advice to HNW individuals, families, and institutions.
- Manage, nurture, and grow existing client relationships.
- Develop financial plans covering pensions, investments, estate planning, taxation, and risk management.
- Expand your client base through referrals, networking, and quality in-house leads.
- Partner with internal teams to streamline client service delivery.
- Stay current with market trends, regulatory changes, and industry best practices.
Required Qualifications & Experience
- Minimum 3 years' experience in financial advisory or wealth planning.
- Level 4 Diploma in Regulated Financial Planning - Required.
- Chartered Financial Planner status (Level 6) - Preferred.
- Demonstrated success in working with HNW clients.
- Strong communication skills and a client-centric approach.
What We Offer
- Pre-assigned portfolio of HNW clients.
- Competitive salary with uncapped earning potential.
- Full paraplanning, admin, and marketing support.
- Career development through mentoring and ongoing training.
- Hybrid working structure with flexibility and autonomy.
Benefits
- 24 days annual leave (plus your birthday off), increasing with tenure.
- NHS Medicash Health Plan.
- Life Assurance & Income Protection.
- Regular team socials and networking events.
- Supportive, collaborative culture within an agile firm.
Financial Advisor employer: LHH
Contact Detail:
LHH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, and local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on market trends and regulatory changes that affect high-net-worth clients. This knowledge will not only enhance your conversations during interviews but also demonstrate your commitment to providing top-notch advice.
✨Tip Number 3
Prepare to discuss your previous successes with HNW clients in detail. Be ready to share specific examples of how you've managed client relationships and delivered tailored financial solutions that have positively impacted their wealth.
✨Tip Number 4
Familiarise yourself with StudySmarter's values and culture. Understanding our approach to client service and collaboration will help you align your responses during interviews, showcasing that you're a great fit for our team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advisory, especially with high-net-worth clients. Use specific examples to demonstrate your success and skills relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your client-centric approach. Mention your Level 4 Diploma and any relevant qualifications, and explain how you can contribute to the Private Wealth Advisory team.
Highlight Relevant Experience: In your application, emphasise your minimum 3 years of experience in financial advisory. Discuss your familiarity with developing financial plans and managing client relationships, as these are key responsibilities of the role.
Showcase Communication Skills: Since strong communication skills are essential for this position, provide examples of how you've effectively communicated with clients in the past. This could include successful presentations, client meetings, or networking events.
How to prepare for a job interview at LHH
✨Showcase Your Experience
Make sure to highlight your previous experience in financial advisory, especially with high-net-worth clients. Prepare specific examples of how you've successfully managed client relationships and delivered tailored financial advice.
✨Demonstrate Industry Knowledge
Stay updated on current market trends and regulatory changes in the financial sector. Be ready to discuss how these factors can impact your clients' financial plans, showcasing your expertise and commitment to ongoing learning.
✨Emphasise Communication Skills
Since strong communication is key in this role, practice articulating complex financial concepts in a clear and relatable manner. Consider role-playing common client scenarios to demonstrate your client-centric approach during the interview.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare insightful questions about the company's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
