At a Glance
- Tasks: Provide tailored financial planning and wealth management to high net worth clients.
- Company: Join a dynamic FCA-regulated family office with ambitious growth plans.
- Benefits: Enjoy excellent earning potential, career progression, and a collaborative work environment.
- Other info: Access diverse financial services and significant referral opportunities.
- Why this job: Make a real impact by advising affluent clients and building lasting relationships.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 3 years of relevant experience.
The predicted salary is between 60000 - 80000 £ per year.
Join our FCA‑regulated family office, 167 Solutions, as an Independent Financial Adviser. You will provide comprehensive financial planning and wealth management services to High Net Worth (HNW) and Super High Net Worth (SHNW) individuals and families, leveraging our full suite of product offerings including Wealth Management, Investments, Residential Mortgages, Commercial Finance, and Protection & General Insurance.
Responsibilities
- Build and nurture long‑term relationships with HNW and SHNW clients.
- Deliver holistic financial planning and wealth management advice tailored to client goals.
- Advise on investments, pensions, retirement planning and protection solutions.
- Identify and present opportunities across residential mortgages, commercial lending, and insurance products.
- Develop strategic relationships with introducers, professional networks and centers of influence.
- Generate new business through networking, referrals and relationship‑led development.
- Maintain FCA compliance and consistently deliver outstanding client outcomes.
- Support the firm’s ambitious expansion plans.
Qualifications
- Level 4 Diploma in Regulated Financial Planning (minimum requirement).
- Current Competent Adviser Status (CAS) preferred.
- Chartered Financial…
Experience
- Minimum 3 years’ experience as an Independent Financial Adviser, Wealth Manager or Financial Planner.
- Proven track record advising HNW and affluent clients.
- Experience developing and managing client portfolios.
- Strong understanding of pensions, investments, protection and wealth planning strategies.
- Demonstrable success in generating new business and growing client relationships.
What We’re Looking For
- Exceptional relationship‑building skills.
- An established professional network or the ability to build one quickly.
- Experience with HNW and SHNW clients, business owners and entrepreneurs.
- Commercial awareness and a business development mindset.
- Excellent communication and stakeholder management skills.
- A client‑first approach with a commitment to outstanding service.
- Ambition to grow alongside a rapidly expanding organisation.
Benefits
- Directly FCA‑regulated organisation.
- Established brand with ambitious growth plans.
- Access to Wealth Management, Mortgages, Commercial Finance and Insurance under one roof.
- Significant referral and cross‑selling opportunities.
- Collaborative family‑office environment.
- Strong operational and compliance support.
- Excellent earning potential and long‑term career progression.
Independent Financial Adviser employer: The FCA
At 167 Solutions, we pride ourselves on being an exceptional employer that fosters a collaborative family-office environment where Independent Financial Advisers can thrive. With access to a comprehensive suite of financial services and strong operational support, our team enjoys significant earning potential and ample opportunities for career progression while building meaningful relationships with High Net Worth clients. Join us in our ambitious growth journey and be part of a firm that values your expertise and commitment to outstanding client service.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser
✨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 The FCA. 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 Independent Financial Adviser
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 The FCA.
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 The FCA'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 The FCA
✨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 The FCA.
✨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 The FCA 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 The FCA 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.
