Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients manage their finances and provide expert advice from the comfort of your home.
- Company: Join a respected IFA firm known for its innovative client services and industry recognition.
- Benefits: Enjoy remote work, quality leads, and an established client base to kickstart your career.
- Why this job: Be part of a successful team that values continuous improvement and client satisfaction.
- Qualifications: Experience as a Financial Advisor is essential; passion for helping others is a plus.
- Other info: This role covers the Leicester area, offering a unique chance to grow your expertise.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
This Financial Advisor job in Meriden is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.
You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals. The business would like you to bring some clients or have methods to generate clients such as professional connections.
In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.
Financial Advisor Requirements
- You must have 3+ years' experience of providing financial advice on complex financial planning cases
- Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
- You should be a proactive Financial Advisor, capable of creating business opportunities
- Ideally you will have experience of working in a small/medium size company
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community
Culture
This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourage team collaboration and would welcome your input and ideas
Financial Advisor Benefits
- Salary of £65,000 – £70,000+ plus 8% employer pension contribution, DIS, individual PHI at 50% of salary
- Plus, discretionary bonus based on behaviours
- 25 days holiday + bank holidays (option to purchase an additional 10 days holiday through salary sacrifice)
- Support with training and pay for industry qualifications (this includes support with study text and study days)
- Twice a week in the office with flexibility and autonomy to work from either home or office rest of the week
Location
Meriden
Call us now on 0208 0044 154 or click Apply
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
JBRP1_UKTJ
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Leicester area. Attend local finance events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the market and increase your visibility.
✨Tip Number 2
Research the IFA firm thoroughly before applying. Understand their values, client approach, and recent achievements. This knowledge will not only help you tailor your conversations but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with quality leads and existing clients during any interviews. Highlight specific examples of how you've successfully managed client relationships and provided valuable financial advice in the past.
✨Tip Number 4
Stay updated on industry trends and regulations that may affect financial advising. Being knowledgeable about current events will show your commitment to the profession and your ability to provide informed advice to clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Advisor. Highlight your experience in managing client portfolios and providing tailored financial advice in your application.
Tailor Your CV: Make sure your CV reflects your relevant experience in the financial sector. Emphasise any achievements, certifications, or qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how you can contribute to their success and improve client propositions.
Highlight Client Management Skills: Since the role involves working with existing clients, be sure to mention your experience in client relationship management. Provide examples of how you've successfully built and maintained client trust.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these can benefit clients, as well as any recent changes in regulations or market trends.
✨Demonstrate Client-Centric Approach
Showcase your ability to build strong relationships with clients. Prepare examples of how you've successfully managed client portfolios and addressed their needs, highlighting your commitment to providing tailored financial advice.
✨Research the Company
Familiarise yourself with the IFA firm's values, mission, and recent achievements. This will not only help you align your answers with their goals but also demonstrate your genuine interest in joining their team.
✨Prepare for Scenario Questions
Anticipate scenario-based questions that assess your problem-solving skills and decision-making process. Think of specific situations where you had to navigate complex financial issues and how you resolved them effectively.
