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For Companies At a Glance
- Tasks: Provide tailored financial advice and nurture client relationships to achieve their goals.
- Company: Join Vend Tech Group, a leader in matching ambition with opportunity.
- Benefits: Enjoy a hybrid work model, competitive salary, and ongoing professional development.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Level 4 Diploma in Financial Advice and 3 years of relevant experience required.
- Other info: Collaborative team environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
Location: Canary Wharf (3 days on site, hybrid model)
Main Purpose of the Role
To provide high-quality, holistic financial advice to clients, supporting them in achieving their financial goals and objectives. The role will also focus on nurturing and growing existing client relationships while increasing funds under management.
Key Responsibilities
- Provide tailored advice to clients across all areas of financial planning, including investments, pensions, tax planning, inheritance, and protection.
- Conduct regular client reviews to ensure the suitability of advice and alignment with clients’ evolving circumstances.
- Maintain and strengthen long-term relationships with clients.
- Identify and create new business opportunities through networking, referrals, and proactive client engagement.
- Arrange and lead client meetings to understand their needs and objectives.
- Adopt and utilise the company’s advice tools and documentation to ensure quality and consistency of advice.
- Ensure all activity is compliant with regulatory and company standards, accurately recording data within the CRM (Salesforce).
- Stay up to date with regulatory and industry changes to provide clients with the most current and relevant guidance.
- Collaborate effectively with internal teams to ensure business processes are compliant and efficient.
- Undertake other relevant duties as required by the wealth management business.
Requirements
- Qualifications: Level 4 Diploma in Financial Advice (minimum).
- Experience: At least 3 years’ experience as a Financial Adviser, delivering holistic financial planning.
- Proven track record in advising clients on investments, pensions, inheritance tax planning, and protection (excluding mortgage products).
- Skilled in using cashflow modelling software.
- Excellent written and verbal communication skills.
- Strong client-service ethos and commitment to ongoing professional development.
- High levels of honesty, integrity, and professionalism.
- Ability to work effectively under pressure and meet deadlines.
- Self-motivated with a strong work ethic.
- Agile, adaptable, and emotionally intelligent.
- Resilient with the ability to build trust and maintain long-term client relationships.
People Management
While the role is primarily client-facing, the adviser will be expected to collaborate closely with colleagues, share best practices, and contribute positively to the wider team environment.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Industries: Staffing and Recruiting, Financial Services
Financial Adviser in London employer: Vend Tech Group
Contact Detail:
Vend Tech Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in London
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local finance groups, and connect with potential clients. The more you network, the more opportunities you'll uncover.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial planning. Whether it's a blog post or a video, sharing your insights can attract clients and show them you're the go-to adviser they need.
✨Follow Up, Follow Up, Follow Up
After meeting potential clients, don’t just leave it at that! Send a quick follow-up email to thank them for their time and remind them of how you can help them achieve their financial goals.
✨Utilise Our Website
Make sure to apply through our website! It’s the best way to get noticed and ensures your application is seen by the right people. Plus, we love seeing candidates who are proactive!
We think you need these skills to ace Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma in Financial Advice, and any relevant experience in holistic financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can help clients achieve their goals. Be sure to mention your client-service ethos and commitment to professional development.
Showcase Your Communication Skills: Since excellent written and verbal communication is key for this role, make sure your application is clear, concise, and free of errors. Use a friendly yet professional tone to demonstrate your ability to connect with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Vend Tech Group
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and tax planning. Be ready to discuss how you've helped clients achieve their financial goals in the past.
✨Showcase Your Client Relationships
Prepare examples of how you've nurtured and grown client relationships. Highlight any specific strategies you've used to maintain long-term connections and how you've adapted your advice to meet evolving client needs.
✨Be Familiar with Compliance
Understand the regulatory landscape and be prepared to discuss how you ensure compliance in your advice. Mention any tools or documentation you’ve used to maintain quality and consistency in your work.
✨Demonstrate Team Collaboration
Since this role involves working closely with colleagues, think of examples where you've collaborated effectively. Show that you can share best practices and contribute positively to a team environment.
