Financial Adviser - London

Job Description: Financial Adviser

We are currently recruiting for an award-winning firm of Chartered independent financial advisers united by one vision: to provide personal and tailored wealth management to those in search of stability and guidance. They are looking to expand their team of Financial Advisers and are keen to hear from like-minded candidates.

Main Responsibilities:

1. Provide independent advice to high net worth individuals through a financial planning led proposition.
2. Develop a book of clients via centrally qualified marketing leads or existing professional connections.
3. Identify planning opportunities and provide suitable recommendations to meet client needs.
4. Maintain high standards of advice quality and nurture ongoing client relationships.
5. Meet all FCA standards and criteria to provide regulated financial advice.

The firm has a collaborative, team-based approach, offering support from junior and senior Advisers, experienced Paraplanners (many of whom are Chartered), and Administrators. You will work with a superior investment proposition, led by an Investment Committee that constructs tailored investment portfolios.

Knowledge, Skills, and Experience

• Detailed knowledge of the FCA and financial services industry.
• Understanding of relevant legislation.
• Excellent communication, interpersonal, and listening skills.
• Research and analytical skills.
• Ability to work effectively within a team.
• Ethical and professional approach to work.

Core Requirements

• Ability to work in a values-led company.
• Chartered Financial Planner qualification or working towards it.
• A full driving licence is preferred, especially for visiting clients at their homes.

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