2d ago , from Illawarra Mercury Job Board
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 recent 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*.
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📌 Wealth Adviser (New South Wales)
🏢 FINSIA
📍 New South Wales