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- Tasks: Provide top-notch financial advice to high-net-worth clients and grow relationships.
- Company: Join a dynamic Private Wealth Advisory team in London, offering a supportive environment.
- Benefits: Enjoy hybrid working, competitive salary, uncapped earnings, and generous leave.
- Why this job: Be part of a high-performance culture with career development and mentoring opportunities.
- Qualifications: 3+ years in financial advisory and Level 4 Diploma in Regulated Financial Planning required.
- Other info: Receive a pre-assigned portfolio of clients and full back-office support.
The predicted salary is between 40000 - 60000 £ per year.
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 will 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 will 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, especially those who work with high-net-worth clients. Attend industry events and seminars to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Stay updated on market trends and regulatory changes relevant to wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Prepare to discuss your previous successes with HNW clients during any informal conversations or networking opportunities. Highlight specific examples of how you've managed and grown client relationships effectively.
✨Tip Number 4
Familiarise yourself with the company culture and values of StudySmarter. Tailor your approach to align with their collaborative and supportive environment, showcasing how you can contribute positively to their 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. Emphasise your Level 4 Diploma in Regulated Financial Planning and any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your client-centric approach. Mention specific examples of how you've successfully managed client relationships and provided holistic financial advice.
Highlight Relevant Experience: In your application, focus on your minimum 3 years of experience in financial advisory. Discuss your familiarity with pensions, investments, estate planning, taxation, and risk management to demonstrate your expertise.
Showcase Communication Skills: Since strong communication skills are essential for this role, provide examples of how you've effectively communicated complex financial concepts to clients. This could be through previous roles or specific client interactions.
How to prepare for a job interview at LHH
✨Showcase Your Experience
Make sure to highlight your minimum 3 years of experience in financial advisory or wealth planning. Be prepared to discuss specific examples of how you've successfully managed HNW clients and the strategies you've implemented.
✨Demonstrate Your Knowledge
Stay current with market trends and regulatory changes. During the interview, be ready to discuss recent developments in the financial sector and how they might impact your clients' financial plans.
✨Emphasise Client-Centric Approach
Since this role requires a strong client-centric approach, share examples of how you've built and nurtured long-term relationships with clients. Highlight your communication skills and how you tailor your advice to meet individual client needs.
✨Prepare Questions
Have insightful questions ready for the interviewer 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.
