At a Glance
- Tasks: Lead a team of Wealth Advisers and manage high-net-worth client portfolios.
- Company: Award-winning financial services firm based in London.
- Benefits: Competitive salary, uncapped bonuses, and professional development opportunities.
- Other info: Dynamic environment with a strong lead source and no client bank needed.
- Why this job: Step into a senior role with significant influence and growth potential.
- Qualifications: Diploma Level 4 required; Level 6/Chartered status preferred.
The predicted salary is between 60000 - 71713 £ per year.
Salary: £80 - £120k Basic (Dependent on experience), plus Benefits, plus Uncapped Bonus
Location: London
Are you an experienced Wealth Adviser ready to step up into a senior, leadership facing role? Our client is an award-winning financial services company based in London. Continued success has led to the expansion of the Wealth Management team, and they are now seeking a Senior Wealth Adviser to operate as deputy to the Head of Wealth.
Alongside managing your own portfolio of predominantly HNW clients, you will play a key role in supporting the Head of Wealth in leading a team of Wealth Advisers, maintaining technical and quality standards, and supporting the continued growth of the business. With a fantastic lead source and no client bank required, this is an outstanding opportunity for a senior adviser looking to broaden their responsibilities and influence.
- Key Points:
- Senior role supporting the Head of Wealth
- No client bank or funds under management required
- Diploma Qualified Level 4 (minimum); Level 6 / Chartered status desirable
- Fantastic lead source predominantly HNW clients
Responsibilities:
- Providing independent, objective advice to clients on a range of financial topics
- Analysing clients' financial situations and assessing their current and future needs
- Developing financial plans and strategies to help clients meet their goals
- Researching investment opportunities and developing investment portfolios
- Keeping up to date with changes in legislation and regulations
Senior / Leadership Responsibilities:
- Acting as deputy to the Head of Wealth
- Serving as a senior point of referral for complex, technical, and high-value cases
- Mentoring, coaching, and supporting the development of advisers and paraplanners
- Supporting the recruitment, onboarding, and training of new team members
- Helping maintain advice quality and compliance standards
- Contributing to the strategic direction, growth, and performance of the Wealth Management team
- Managing relationships with the firm's most complex and high-net-worth clients
- Building and maintaining professional introducer and referral relationships on behalf of the firm
Experience Required:
- Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent; Level 6 / Chartered status (or working towards) highly advantageous
- Substantial, proven experience as a Wealth Adviser or Independent Financial Adviser, ideally including HNW client work
- Experience mentoring, supervising, or leading other advisers, or a clear readiness to take on these responsibilities
- Excellent communication, problem solving, and relationship building skills
- Strong technical knowledge across the full financial planning spectrum
- Ability to research investment opportunities and develop investment portfolios
- Sound knowledge of current UK financial services legislation and regulations
- Ability to work independently and as part of a team, and to lead by example
Senior Planning Officers in London employer: Pure Resourcing Limited
Pure Resourcing Limited is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where innovation and collaboration thrive. With competitive salaries and uncapped commission potential, employees are rewarded for their hard work while enjoying a supportive environment that encourages personal and professional advancement in the heart of the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Planning Officers in London
✨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.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pure Resourcing Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Planning Officers in London
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 Pure Resourcing Limited.
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 Pure Resourcing Limited'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 Pure Resourcing Limited
✨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 Pure Resourcing Limited.
✨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 Pure Resourcing Limited 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 Pure Resourcing Limited 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.
