At a Glance
- Tasks: Provide top-notch financial planning and wealth management advice to clients.
- Company: Join Howden, a global insurance group with a unique employee-owned culture.
- Benefits: Enjoy flexible working hours, career progression, and a supportive team environment.
- Other info: Diverse workplace with opportunities for personal and professional development.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Experience as a Wealth Adviser and strong communication skills required.
The predicted salary is between 55000 - 65000 £ per year.
Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It's what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you'll find like-minded people driving change at Howden.
Role Purpose
To provide high-quality financial planning and wealth management advice to clients, whilst supervising and supporting advisers within the team. The role will contribute to maintaining strong regulatory standards, high-quality client outcomes and consistent adherence to firm-wide processes under the overall leadership of the Head of Wealth.
Key Responsibilities
- Client Advisory
- Deliver holistic financial planning advice across investments, pensions, protection and tax-efficient strategies
- Build and maintain strong, long-term client relationships
- Conduct regular client reviews and ensure advice remains suitable and compliant
- Identify opportunities to grow client portfolios and introduce additional services
- Compliance & Risk
- Ensure adherence to FCA regulations and internal compliance standards
- Maintain accurate and up-to-date client records and documentation
- Support the firm's risk management framework through effective supervision and oversight
- Business Development
- Contribute to the growth of the business through referrals, new client acquisition and cross collaboration opportunities across the wider business
- Develop professional introducer relationships
- Participate in networking events
- Supervisory
- Supervise and support a defined group of wealth advisers
- Provide day-to-day guidance, coaching and mentoring to defined advisers within the team
- Assist in maintaining quality of advice standards within the supervised
- Support monitoring of compliance standards, file quality and adherence to internal processes
- Contribute to training and development initiatives (where appropriate)
- Escalate material risks, issues or performance concerns to Antony Cousins as Head of Wealth
Skills & Experience
- Experience as a Wealth Adviser
- Strong technical knowledge of financial planning products and UK regulations
- Experience in supervising, mentoring or supporting advisers
- Strong interpersonal and communication skills
- High attention to detail and strong compliance awareness
- Ability to balance day-to-day role with supervisory responsibilities
Qualifications
- Level 4 Diploma in Regulated Financial Planning (minimum requirement)
- Chartered Financial Planner status (or working towards) – desirable
- Appropriate Statement of Professional Standing (SPS) in place
- Evidence of ongoing Continuing Professional Development (CPD)
- Additional specialist qualifications (e.g. pension transfers) – desirable
What do we offer in return?
A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we're looking for individuals who share the same values as us:
- Our successes have all come from someone brave enough to try something new
- We support each other in the small everyday moments and the bigger challenges
- We are determined to make a positive difference at work and beyond
Reasonable adjustments
We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours or hybrid working. If you're excited by this role but have some doubts about whether it's the right fit for you, send us your application – if your profile fits the role's criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.
Wealth Adviser in London employer: London Insurance Life
Howden is an exceptional employer, offering a vibrant work culture that prioritises employee ownership and collaboration. With a strong focus on career progression, work-life balance, and sustainability, employees are empowered to drive meaningful change while enjoying the benefits of a supportive team environment in the heart of London. The company fosters professional growth through mentoring and training opportunities, making it an ideal place for Wealth Advisers looking to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser in London
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow professionals. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media, especially LinkedIn. Share insights about financial planning and engage with others in the field to get noticed.
✨Tip Number 3
Practice your pitch! Be ready to explain your value as a Wealth Adviser in a concise and compelling way. Tailor your message to highlight how you can meet clients' needs.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Howden.
We think you need these skills to ace Wealth Adviser in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Adviser role. Highlight your experience in financial planning and any supervisory roles you've held. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Compliance Knowledge:Since compliance is key in this role, make sure to mention your understanding of FCA regulations and any relevant qualifications. We appreciate candidates who are detail-oriented and aware of the importance of compliance in financial advice.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at London Insurance Life
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and UK regulations. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Interpersonal Skills
As a Wealth Adviser, building strong client relationships is key. Prepare examples of how you've successfully managed client interactions in the past, highlighting your communication skills and ability to connect with people.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and internal compliance standards. Be ready to discuss how you’ve ensured compliance in previous roles, as this will be crucial for maintaining high-quality client outcomes.
✨Prepare for Supervisory Questions
Since the role involves supervising and mentoring other advisers, think about your leadership style. Prepare to share experiences where you've guided or supported others, showcasing your ability to foster a collaborative environment.
