At a Glance
- Tasks: Provide holistic financial advice to high-net-worth clients and grow your client book.
- Company: Join a high-performing private wealth advisory team in London.
- Benefits: Enjoy flexible hybrid working, health plans, and 24 days' annual leave plus your birthday off.
- Other info: Collaborative culture with ongoing training and career development opportunities.
- Why this job: Make a real impact by delivering exceptional financial advice and building trusted relationships.
- Qualifications: At least three years’ experience as a Financial Adviser and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
Location
London (Hybrid - three days in the office)
Contract
Full-time, Permanent
The Opportunity
An exciting opportunity has arisen for an ambitious and experienced Financial Adviser to join a high-performing private wealth advisory team.
You will be provided with an established portfolio of high-net-worth clients from day one, allowing you to focus on delivering exceptional advice, developing long-term relationships and growing your client book.
With dedicated paraplanning, administration and marketing support, this role offers an excellent environment in which to develop your career and deliver outstanding client outcomes.
Key Responsibilities
- Provide holistic financial advice to high-net-worth individuals, families and institutions.
- Manage, retain and strengthen existing client relationships.
- Develop and implement strategies covering pensions, investments, estate planning, tax optimisation and risk management.
- Grow your client book through referrals, professional networking and high-quality in-house leads.
- Collaborate with paraplanning, administration, marketing and business development teams.
- Remain informed about market trends, regulatory changes and industry best practices.
About You
- At least three years’ experience as a Financial Adviser or Wealth Adviser.
- Level 4 Diploma in Regulated Financial Planning.
- Experience advising high-net-worth clients with complex financial needs.
- A strong record of delivering excellent client service and positive financial outcomes.
- Excellent communication, relationship-building and interpersonal skills.
- Level 6 or Chartered Financial Planner status would be advantageous.
- What's on Offer
- Full paraplanning, administration and marketing support.
- High-quality in-house leads and opportunities to grow your client book.
- Ongoing training, mentoring and long-term career development.
- A flexible hybrid working arrangement.
- A collaborative and inclusive working culture.
- 24 days' annual leave, plus your birthday off, increasing with service.
- Health plan, life assurance and income protection.
- Quarterly team social events.
If you are an experienced adviser who is passionate about building trusted client relationships and delivering high-quality financial advice, we would be delighted to hear from you.
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Employed Financial Advisor employer: Orla Rose Associates
Join a dynamic Operations team in London where your expertise in reconciliations and transaction reporting will be valued and nurtured. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering opportunities for skill enhancement and career advancement within the financial services sector. With a strong commitment to regulatory compliance and operational excellence, we provide a supportive environment that empowers our employees to thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Employed Financial Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Orla Rose Associates.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Orla Rose Associates's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Orla Rose Associates
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Orla Rose Associates.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Orla Rose Associates will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Orla Rose Associates employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
