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.