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- Tasks: Serve high-net-worth clients and generate new business through lead generation.
- Company: Dynamic financial advisory firm located in Canary Wharf.
- Benefits: Competitive salary, bespoke bonus package, and flexible working options.
- Other info: Opportunity for career growth and professional development.
- Why this job: Join a team that values long-term relationships and client success.
- Qualifications: Experience in financial advising and knowledge of investments and pensions.
The predicted salary is between 50000 - 120000 £ per year.
We are recruiting for an experienced Financial Planner to join our existing adviser team at a Canary Wharf office. The role involves servicing existing high‑net‑worth clients, generating new business, conducting in‑house lead generation and maintaining constant referrals. The client book will be discussed during the application process, but experience with large asset‑under‑management portfolios, recurring income, and long‑term high‑quality clients is highly desirable.
Responsibilities
- Work alongside the advisory team to service existing high‑net‑worth clients across South East and London, including travel and video meetings.
- Generate new client activity through in‑house lead generation and referrals.
- Provide expert knowledge of investments, pensions, and related products to secure clients’ financial future.
- Maintain a purely consultative approach, building long‑term relationships without quick sales.
- Receive full administration and paraplanning support.
Qualifications
- Many years of advisory experience.
- Currently working towards Chartered status or already qualified as a Chartered Financial Planner.
- Strong knowledge of high‑net‑worth client needs, investments, pensions, and related products.
- Ability to travel within South East and London; comfortable with video meetings.
Compensation includes a high basic salary of £50,000–£120,000 and a bespoke annual bonus package. The role is employed only; office and home working options are available but require a commutable distance to Canary Wharf or London.
Location: Canary Wharf, London (home working available)
Financial Adviser in London employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with high-net-worth clients and large asset portfolios in detail. Be ready to share success stories that highlight your consultative approach and long-term relationship building.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on how you can add value to the advisory team and demonstrate your knowledge of investments and pensions.
✨Tip Number 4
Apply through our website! We want to see your application, so make sure you submit it directly. This way, we can get a better sense of who you are and how you fit into our team at StudySmarter.
We think you need these skills to ace Financial Adviser in London
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your years of advisory experience. We want to see how you've worked with high-net-worth clients and managed large portfolios, so don’t hold back on the details!
Tailor Your Application: Make your application stand out by tailoring it to our job description. Mention your knowledge of investments and pensions, and how you’ve built long-term relationships with clients. We love seeing how you fit into our team!
Be Professional Yet Approachable: While we appreciate professionalism, we also value a friendly approach. Use a conversational tone in your application to show us that you can connect with clients while maintaining that consultative edge.
Apply Through Our Website: Don’t forget to apply 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 to do!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in the financial metrics relevant to high-net-worth clients. Brush up on your knowledge of investments, pensions, and asset management portfolios. Be ready to discuss specific examples from your past experience that demonstrate your expertise.
✨Showcase Your Consultative Approach
This role emphasises building long-term relationships over quick sales. Prepare to share how you've successfully maintained client relationships in the past. Use real-life scenarios to illustrate your consultative approach and how it has benefited your clients.
✨Prepare for Lead Generation Questions
Since generating new business is part of the job, think about your strategies for lead generation. Be prepared to discuss how you’ve successfully generated leads in previous roles, whether through networking, referrals, or other methods. Highlight any innovative approaches you've taken.
✨Familiarise Yourself with the Company Culture
Understanding the company’s values and culture can give you an edge. Research their approach to client service and how they support their advisers. During the interview, align your answers with their values to show you’re a great fit for their team.