Why this opportunity stands out
Join a directly regulated financial services firm providing holistic advice to an established client network, with warm leads and flexible hybrid working.
About the role
167 Solutions is working with an established, directly regulated financial services firm looking to appoint an experienced Level 4 qualified Financial Adviser to its growing London team.
This is not a role built around continuous cold calling. You will receive warm leads and have access to an established client network, supporting individuals and families with joined-up advice across their wider financial needs.
The firm offers a broad proposition spanning wealth management, investments, pensions, protection, insurance and mortgages. This gives you the opportunity to develop deeper, longer-term client relationships rather than concentrating on a single product area.
Key responsibilities
• Advise across wealth management, investments, pensions and retirement planning.
• Identify appropriate protection, insurance, mortgage and property-finance solutions.
• Develop holistic plans covering wider family wealth and financial objectives.
• Manage clients from the initial conversation through recommendation, implementation and ongoing review.
• Build trusted, long-term relationships using warm leads and the existing client network.
• Maintain complete, accurate and compliant client records within Intelligent Office.
• Work collaboratively with support, administration and wider specialist teams.
• Ensure all recommendations and client communications meet FCA and internal compliance requirements.
What they're looking for
• Commercial experience working as a Financial Adviser or Independent Financial Adviser.
• Strong knowledge of wealth management, investments, pensions and protection.
• A consultative, relationship-led approach to client advice and development.
• Confidence managing the complete client journey and an ongoing advice portfolio.
• Strong understanding of FCA requirements and compliant advice processes.
• Experience using Intelligent Office.
• Comfortable working within a Microsoft technology environment.
• Clear communication, organisation and stakeholder-management skills.
Benefits
• Warm leads and access to an established client network.
• Flexible hybrid working in London.
• Directly regulated financial services environment.
• Intelligent Office technology platform.
• Broad proposition across wealth, insurance, mortgages and protection.
• Opportunity to spend more time advising and adding client value.