Financial Adviser - Private Wealth - Weybridge, Surrey, United Kingdom, KT13


Financial Adviser - Private Wealth


Main Responsibilities

  • Act as a trusted CF30 Investment Adviser in accordance with my client's procedures and FSA rules and guidance.
  • Conduct and follow my client's Financial Advice process following all service standards, processes and procedures.
  • Use cash flow tools, where appropriate, to bring the clients financial situation to life demonstrating the impact and benefit of your advice.
  • Keep abreast of new regulations and industry trends and research to apply to your recommended advice.
  • Work with the paraplanning and Client Experience Administration team to deliver an outstanding advice and service proposition to clients.
  • Build strong long term relationships with Private Wealth clients.
  • Manage and strengthen relationships with introducers and their staff where applicable
  • Ensure all clients files are maintained to Foster Denovo compliance standards
  • Generate new opportunities from client banks or other lead sources
  • Relationship building, become a trusted and dependable member of the Private Wealth team.
  • To participate in appropriate company and departmental training, competence and development initiatives.
  • To continuously meet, the regulator's Fit & Proper requirements.

Experience / Qualifications


  • Level 4 qualified
  • Experience working as a Financial Adviser/ Planner (CF30) with a proven track record of growing business and delivering good quality advice
  • Extensive Financial Services product knowledge and experience
  • Extensive regulatory and legislative knowledge
  • Committed to maintaining continual professional development
  • Skilled at developing and maintaining client relationships
  • Strong communication and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply both verbally and in written format
  • Ability to produce accurate research and analysis material
  • Ability to recognise, generate and develop new business opportunities
  • Ability to maintain and develop introducer relationships
  • Full driving licence, ability to drive and willingness to travel
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam)


  • Level 6 qualified or working towards
  • Using Cash flow modelling tools such as Voyant in the advice process
  • Some existing clients