Financial Adviser - London

Blakemore Recruitment; London; On-site; GBP 45,000 - 75,000; Full time

Job summary

A leading financial advisory firm is expanding its team and seeking skilled Financial Advisers. In this role, you will offer personalized financial advice to high net worth clients, supported by a collaborative team environment. Ideal candidates will possess strong FCA knowledge, excellent communication skills, and a commitment to ethical practice.

Qualifications

• Detailed knowledge of the FCA and financial services industry.
• Excellent communication, interpersonal, and analytical skills.
• Ability to work in a values-led company.

Responsibilities

• Provide independent advice to high net worth individuals.
• Develop a book of clients and foster ongoing relationships.
• Meet all FCA standards and provide regulated financial advice.

Skills

Knowledge of FCA

Communication Skills

Interpersonal Skills

Research Skills

Analytical Skills

Education

Chartered Financial Planner (or working towards)

Job description

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About the Company

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.

Role Responsibilities

Your main responsibility will be to provide independent advice to high net worth individuals through a financial planning led proposition. Whether through centrally qualified marketing leads or existing professional connections, you will develop a book of clients to provide advice and foster ongoing relationships. You should have the ability to identify planning opportunities and provide suitable recommendations to meet client needs. The quality of your advice and nurturing of client relationships will be areas you pride yourself on. You will meet all standards and criteria set down by the FCA to provide regulated financial advice.

Team and Support

They have a collaborative and team-based approach, so you will be well supported by junior and senior Advisers within the company with varying specialisms. You will also be supported by a team of experienced Paraplanners, many of whom are Chartered, and Administrators. You will be working with a superior investment proposition, led by our Investment Committee, who independently construct investment portfolios and solutions to meet client needs.

Knowledge, Skills and Experience

• Detailed knowledge of the FCA and financial services industry
• A good understanding and knowledge of other relevant legislation
• Excellent communication, interpersonal, and listening skills
• Research and analytical skills
• The ability to work in a team
• An ethical and professional approach to work

Core Requirements

• Ability to work in a values-led company
• Chartered Financial Planner (or working towards)
• A full driving licence is preferred, particularly for independent financial advisers (IFAs) who may have to travel to visit clients in their own homes