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Wealth Adviser

Howden Group Holdings -
London

Apply Now

Job details

Full-time
8 days ago

Benefits

Company pension

Qualifications

Financial planning
Supervising experience
Mentoring
Communication skills

Full job description

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 services

Compliance & 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 oversight

Business 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 events

Supervisory

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

Apply Now

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