Employed Financial Advisor - Kennedy Pearce
15 days ago
London
Financial Adviser (Employed, Clients Provided) Location: London (Hybrid – 3 days office / 2 days remote)Salary: £50,000–£70,000 DOE + Uncapped Earnings + Discretionary Bonus: Full-time, PermanentDepartment: Private Wealth AdvisoryReports to: Adviser Development Manager Role Overview Our Client an established Wealth Manager is seeking an ambitious, client‑centricFinancial Adviser to join our high‑performance Private Wealth Advisory team. This is a rare opportunity to step straight into anexisting book of high‑net‑worth clients , supported by a full in‑house paraplanning, administration, and marketing function. You’ll focus on what you do best — delivering exceptional advice, deepening relationships, and growing a high‑quality portfolio — while we provide the infrastructure, support, and career development to help you excel. Key Responsibilities • Deliver holistic financial advice to HNW individuals, families, and institutions., • Manage and deepen client relationships with a long‑term, outcomes‑focused approach., • Develop and implement financial strategies across pensions, investments, estate planning, tax optimisation, and risk management., • Grow your book through referrals, networking, and high‑quality in‑house leads., • Collaborate with internal teams including Paraplanning, Admin, Marketing, and Business Development., • Stay current withmarket trends ,regulatory changes , andindustry best practice . Required Qualifications & Experience • Minimum 3 years’ experience as a Financial Adviser or Wealth Adviser., • Level 4 Diploma in Regulated Financial Planning (required)., • Level 6 / Chartered Financial Planner status (preferred)., • Proven experience working withhigh‑net‑worth clients and complex financial needs., • Demonstrable track record ofexcellent client outcomes and service delivery., • Strong interpersonal, communication, and relationship‑building skills. What We Offer • Client Book Provided – Begin with an established portfolio of HNW clients., • Competitive Base Salary – £50,000–£70,000 depending on experience., • Uncapped Earnings – Discretionary bonus and share‑of‑fees scheme., • Full Back‑Office Support – Paraplanning, admin, and marketing handled for you., • Career Growth – Ongoing training, mentoring, and long‑term development pathways., • Hybrid Working – London office with flexible working arrangements. Benefits • 24 days holiday (plus your birthday off), increasing with service, • NHS Medicash Health Plan, • Life Assurance & Income Protection, • Quarterly team socials and events, • Collaborative, inclusive team culture