Financial Advisor

Fram Search; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading boutique financial advice firm in London is seeking an experienced Financial Advisor to work with high-net-worth international clients. This role involves advising on insurance and pension solutions, ensuring compliance with regulations, and building long-term client relationships. Ideal candidates will hold a DipPFS qualification and have proven experience in the financial services sector.

Qualifications

• Proven experience advising international private clients.
• Strong knowledge of retirement, life insurance, health insurance, and pension products.
• Ability to interpret and communicate complex information clearly.

Responsibilities

• Conduct thorough reviews of clients' financial circumstances.
• Research and present tailored insurance products.
• Develop and maintain long-term relationships with clients.

Skills

Client Relationship Management

Financial Analysis

Insurance Knowledge

Pension Planning

Regulatory Compliance

Education

DipPFS qualification

Job description

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Our client is a boutique financial advice firm in London specialising in servicing international private clients. Their clients are global individuals and families seeking expert guidance in protecting and growing their wealth. They pride themselves on delivering personalised, strategic advice across retirement, investment, and pension planning, as well as high value life and health insurance.

Our client is seeking an experienced and dynamic Financial Advisor to join the London team, working closely with high-net-worth international clients. This role focuses on advising clients on insurance, and pension solutions while integrating broader financial planning strategies to support their long-term goals.

Key Responsibilities:

• Conduct thorough reviews of clients' financial circumstances, current financial provision, and future goals to identify their specific, pension life insurance and protection needs.
• Research, evaluate, and present tailored insurance products—term life, whole life, and variable life—that align with the client’s financial objectives.
• Develop and maintain long-term relationships with clients through ongoing support and periodic reviews of their pension, protection, and insurance needs.
• Stay abreast of current regulations and market trends to ensure advice is accurate, compliant, and effective.
• Actively prospect for new clients and develop business through professional networking and strategic partnerships.
• Clearly communicate complex financial concepts in a simplified and client-friendly manner.
• Analyse financial data and assess client risk profiles to support appropriate product recommendations.
• An ideal candidate will hold the minimum DipPFS qualification (or equivalent). Proven experience advising international private clients, ideally across both UK and US market but either market is fine. Strong knowledge of retirement, life insurance, health insurance, and pension products, as well as relevant regulatory frameworks. Ability to interpret and communicate complex information clearly. Demonstrated ability to build and nurture trusted client relationships. Hold the DipPFS as a minimum

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Investment Management, and Investment Advice

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