# Wealth Adviser

**Company**: Howden
**Experience**: senior
**Category**: Finance
**Industry**: Insurance

**Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/London---Gracechurch-Street/Wealth-Adviser_R0017741-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_14bd6252-9f1

## Description

We are seeking a Wealth Adviser 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.

**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

**What do we offer in return?**

- A career that you define

- We value diversity and 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.

## Skills

### Required
- financial planning
- wealth management
- FCA regulations
- compliance
- risk management
- client advisory
- business development
- supervisory

### Nice to have
- Chartered Financial Planner status
- pension transfers

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Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/London---Gracechurch-Street/Wealth-Adviser_R0017741-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)