Financial Advisor - Client book available

Key Responsibilities

As an Employed Financial Adviser, your day-to-day responsibilities will include:

• Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
• Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice.
• Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management.
• Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients’ needs and offering solutions such as investments, pensions, insurance, and estate planning.
• Ongoing Client Reviews: Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions.
• Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided.
• Collaboration with Support Teams: Work closely with our marketing, business development, administration, and paraplanning teams to ensure the smooth delivery of services and operations.

Your profile

We are looking for qualified Financial Advisers with at least 3 years’ advice experience who:

• Hold a QCF Level 4 Diploma (minimum). A Level 6/Chartered status would be advantageous.
• Have a degree in a relevant subject
• Have a proven track record as a Financial Adviser and have built and maintained a strong client base.
• Have delivered holistic advice to High Net Worth and complex clients
• Have a deep desire to grow, succeed, and make an impact.
• Are passionate about providing exceptional client service and thrive in a team-oriented environment.
• Are ready to take ownership of an established client bank and contribute to the continued success of our practice.

Is This You?
If you’re a highly motivated professional with a passion for wealth management and a drive to excel, we want you on our team. Your growth is our priority, and we will invest in your success every step of the way.

We are a leading wealth management firm and multi-family office, proudly managing wealth for private clients, families, and institutions. Here, you will be part of a forward-thinking team, working in a dynamic, innovative environment with a focus on delivering exceptional client outcomes. Our entrepreneurial spirit and commitment to your development will empower you to build a business and achieve the success you’ve always envisioned.

What We Offer You:

• Competitive Salary: We offer a salary range of £50,000 - £60,000, based on experience.
• Generous Discretionary Pay Scheme: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance.
• An established book of High Net Worth clients provided
• Comprehensive Support: We don’t just throw you into the deep end - we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive.
• Quality Leads and Administration Support: Focus on what you do best - building relationships and advising clients. We’ll take care of sourcing quality leads and provide a fully serviced office to streamline your operations.
• Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future.
• Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success.

Additional Benefits:

• 24 Days Holiday + Birthday Off - Take time for yourself and celebrate your special day!
• NHS Medicash Plan - We care about your well-being with access to a health plan.
• Life Assurance - Peace of mind for you and your loved ones.
• Income Protection - We’ve got you covered in case of unexpected circumstances.
• Quarterly Company Social Events - Enjoy regular opportunities to connect and unwind with your colleagues.