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 50000 - 70000 £ 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 employer: London Insurance Life
Howden is an exceptional employer that fosters a culture of collaboration and employee ownership, making it a standout choice for Wealth Advisers in London. With a strong commitment to work-life balance, career progression, and sustainability, employees are empowered to drive meaningful change while enjoying comprehensive support for their professional growth. The vibrant team environment and dedication to compliance ensure that you will thrive in your role, surrounded by like-minded individuals who share your passion for excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser
✨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. This will help you stand out during interviews and networking chats.
✨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
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see why you're excited about becoming a Wealth Adviser with us at Howden. Share your passion for financial planning and how you can contribute to our culture.
Tailor Your CV:Make sure your CV is tailored to the Wealth Adviser position. Highlight your relevant experience, especially in financial planning and compliance. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary and make sure to proofread for any typos or errors before hitting send!
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
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.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Share your experiences in client advisory roles and how you've maintained strong relationships. This will demonstrate your interpersonal skills, which are crucial for a Wealth Adviser.
✨Showcase Your Compliance Awareness
Be prepared to discuss how you ensure adherence to FCA regulations and internal compliance standards. Providing specific examples from your past experience will highlight your attention to detail and commitment to high-quality client outcomes.
✨Demonstrate Leadership Skills
Since the role involves supervising and mentoring other advisers, be ready to talk about your experience in guiding teams. Share instances where you've contributed to training or development initiatives, showcasing your ability to lead and support others.
