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For Companies Financial Advisor
London
Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a client book / leads
Full-time | Permanent
Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?
It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.
It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.
With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.
Financial Advisor Role:
- Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
- Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
- Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
- Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
- Stay informed on market trends, legislative changes, and product developments to ensure proactive, compliant advice
- Contribute to business development initiatives, mentoring junior advisers and helping grow the firm\’s client base
Financial Advisor Requirements:
- Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or working towards Chartered status preferred
- Proven track record of client retention, asset growth, and delivering exceptional service
- Strong knowledge of investment markets, tax planning, retirement strategies, and estate planning
- Excellent interpersonal, communication, and relationship-building skills
- Client-first mindset with the ability to navigate complex financial needs
Financial Advisor What’s On Offer:
- A competitive negotiable remuneration package with performance-based incentives
- Access to a high-quality client base
- Full paraplanning and administrative support to allow you to focus on client relationships
- Opportunities for continued professional development and progression to leadership roles
- A flexible, collaborative, and forward-thinking work environment
This role offers an exciting opportunity for individuals passionate about helping others achieve their financial aspirations while developing their careers in the dynamic field of finance.
Job Types: Full-time, Permanent
Pay: £50,000.00-£100,000.00 per year
Application question(s):
- Do you have Level 4 Diploma in Financial Planning (DipPFS or equivalent); Chartered or are you working towards Chartered status?
- Do you have strong knowledge of investment markets, tax planning, retirement strategies, and estate planning?
- Do you have Proven track record of client retention, asset growth, and delivering exceptional service?
- We abide by GDPR and will require your consent to collect, hold, store and use any personal data? Do you give your consent?
Work Location: In person
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Contact Detail:
Rayment Recruitment Recruiting Team
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Advisor role. Highlight your experience with high-net-worth clients and any relevant qualifications like your Level 4 Diploma in Financial Planning. We want to see how you can bring value to our Wealth Management team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the job description. Talk about your track record in client retention and asset growth, and how you've delivered exceptional service. This is your chance to shine, so let us know what makes you a great fit!
Be Personable: We love candidates who can build relationships! Use your application to convey your interpersonal skills and client-first mindset. Share examples of how you've navigated complex financial needs in the past. Remember, we’re looking for someone who can connect with our clients!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep everything organised. Plus, it shows you’re keen on joining our collaborative culture!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of investment markets, tax planning, and estate management. Be ready to discuss specific strategies you've used in the past to help clients achieve their financial goals.
✨Showcase Your Client Relationships
Prepare examples that highlight your ability to build and maintain strong client relationships. Think about times when you went above and beyond for a client and how that led to client retention or asset growth.
✨Stay Current
Keep yourself updated on the latest market trends and regulatory changes. Being able to discuss recent developments will show that you're proactive and knowledgeable, which is crucial for a Financial Advisor.
✨Practice Your Presentation Skills
Since you'll need to present holistic wealth management strategies, practice explaining complex financial concepts in simple terms. This will demonstrate your communication skills and your ability to tailor advice to client needs.
