Wealth Adviser

London Insurance Life; Greater London; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Flexible working hours

Opportunity for hybrid work

Career progression opportunities

Job summary

London Insurance Life is looking for a Wealth Adviser to provide high-quality financial planning and wealth management advice in London. This role includes supervising and supporting advisers while ensuring compliance with regulations.

The ideal candidate will have strong technical knowledge in financial planning products and a Level 4 Diploma in Regulated Financial Planning. Benefits include a flexible and diverse work environment.

Qualifications

• Minimum of Level 4 Diploma in Regulated Financial Planning is required.
• Experience in supervising or mentoring advisers is preferred.
• Evidence of ongoing Continuing Professional Development (CPD) is required.

Responsibilities

• Provide high-quality financial planning and wealth management advice.
• Supervise and support a group of wealth advisers.
• Ensure adherence to FCA regulations and internal compliance standards.

Skills

Experience as a Wealth Adviser

Strong technical knowledge of financial planning products

Strong interpersonal and communication skills

High attention to detail

Strong compliance awareness

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner status

Job description

## Wealth AdviserApplylocations: London - Gracechurch Streettime type: Full timeposted on: Posted Todayjob requisition id: R0017741# **Who are we?**Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.**Role Purpose**To provide high-quality financial planning and wealth management advice to clients, whilst supervising and supporting advisers within the team. The role will contribute to maintaining strong regulatory standards, high-quality client outcomes and consistent adherence to firm-wide processes under the overall leadership of the Head of Wealth.**Key Responsibilities**Client Advisory* Deliver holistic financial planning advice across investments, pensions, protection and tax-efficient strategies* Build and maintain strong, long-term client relationships* Conduct regular client reviews and ensure advice remains suitable and compliant* Identify opportunities to grow client portfolios and introduce additional servicesCompliance & Risk* Ensure adherence to FCA regulations and internal compliance standards* Maintain accurate and up-to-date client records and documentation* Support the firm’s risk management framework through effective supervision and oversightBusiness Development* Contribute to the growth of the business through referrals, new client acquisition and cross collaboration opportunities across the wider business* Develop professional introducer relationships* Participate in networking eventsSupervisory* Supervise and support a defined group of wealth advisers* Provide day-to-day guidance, coaching and mentoring to defined advisers within the team* Assist in maintaining quality of advice standards within the supervised* Support monitoring of compliance standards, file quality and adherence to internal processes* Contribute to training and development initiatives (where appropriate)* Escalate material risks, issues or performance concerns to Antony Cousins as Head of Wealth**Skills & Experience*** Experience as a Wealth Adviser* Strong technical knowledge of financial planning products and UK regulations* Experience in supervising, mentoring or supporting advisers* Strong interpersonal and communication skills* High attention to detail and strong compliance awareness* Ability to balance day-to-day role with supervisory responsibilities**Qualifications*** Level 4 Diploma in Regulated Financial Planning (minimum requirement)* Chartered Financial Planner status (or working towards) – desirable* Appropriate Statement of Professional Standing (SPS) in place* Evidence of ongoing Continuing Professional Development (CPD)* Additional specialist qualifications (e.g. pension transfers) – desirable# **What do we offer in return?**A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:* Our successes have all come from someone brave enough to try something new* We support each other in the small everyday moments and the bigger challenges* We are determined to make a positive difference at work and beyond# # **Reasonable adjustments**We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours\* or hybrid working\*.If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.\*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.Permanent