Belvedere Wealth Management
Independent Financial Adviser
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Company Description
Belvedere Wealth Management is an independent financial advisory firm dedicated to helping clients maintain, grow, protect, and transfer their wealth to achieve their future goals. The firm provides intelligent, tailored financial planning and advice, offering a range of personal financial services designed to fit individual circumstances. Belvedere emphasizes truly independent advice and adaptable financial strategies that reflect the changing needs of modern life. The company focuses on proven techniques and methodologies, guiding clients away from speculative “get rich quick” schemes and toward building valuable, long-term portfolios.
Role Description
This is a full-time Independent Financial Adviser role based in London, offered on a hybrid basis with flexibility to work from home for part of the week, with full admin, full compliance and business development support.
The Independent Financial Adviser will identify and meet with new clients to understand their personal and business financial goals, assess current financial positions, and develop tailored financial plans. Daily responsibilities include:
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- Finding potential clients
- Analysing investment options
- Creating retirement and wealth management strategies
- Providing ongoing financial advisory services aligned with clients’ risk profiles and objectives
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The role involves:
- Preparing and presenting recommendations
- Monitoring portfolio performance
- Reviewing plans regularly
- Ensuring compliance with relevant regulations and internal policies
The advisor will also collaborate with internal colleagues where appropriate and contribute to building long-term client relationships through clear communication, ethical advice, and proactive follow-up.
Qualifications
- Strong financial planning skills, including ideally, experience in personal and business Financial Planning and Retirement Planning.
- Solid foundation in Finance and Investments, with the ability to analyse products, markets, and risk-return profiles.
- Ideally some proven Financial Advisory experience, providing independent, client-focused guidance and tailored strategies.
- Relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent) and authorisation to provide regulated advice in the UK.
- Excellent analytical, numerical, and problem-solving skills, with attention to detail and accuracy.
- Clear and confident communication skills, capable of explaining complex financial concepts in accessible language.
- Demonstrated integrity, professional ethics, and a client-centric approach to long-term relationship building.
- Ability to work both independently and collaboratively in a hybrid environment, managing time and workload effectively.
- Experience with financial planning software, CRM systems, and standard office productivity tools.
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