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- Tasks: Join a team as a Junior Financial Adviser, helping clients achieve their financial goals.
- Company: A well-established UK financial advice company with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, flexible working options, and excellent bonus schemes.
- Why this job: Gain valuable mentoring, manage your own client bank, and make a real impact on clients' lives.
- Qualifications: Must have Level 4 Diploma (Dip PFS) or equivalent and CAS Status.
- Other info: Full admin support and study assistance provided to help you grow.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Job Title: Financial Adviser
Industry: Financial Services
Location: Harpenden
Salary: Up to £60,000
Job Ref: 9414
Job Description:
We are working on an excellent opportunity for a Junior Financial Adviser to join a well-established UK Financial Advice company with offices in Harpenden.
Company:
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:Financial Adviser
Working closely with Financial Planners, you will be dealing with some existing portfolio of clients and new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support.
What’s in it for you:
· Competitive starting salary up to £60k
· Mentoring from Senior Advisers
· Client bank plus leads – Typical clients £300k+ to invest
· Excellent bonus schemes (1.2 x Validation)
· Excellent Benefits: DIS, Flex Bens, Pension
· Flex working – office/home based
· Administration support
· Study support
Skills and experience required:
· Level 4 Diploma (Dip PFS) or equivalent
· CAS Status
· Would suit someone looking to progress as a financial adviser wanting to take on existing clients plus grow their own client book
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Harpenden on a Financial Adviser role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Financial Planner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as financial advisers. Attend local finance-related events or join online forums to connect with potential mentors and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the company you're applying to. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the company.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios faced by financial advisers. Think about how you would handle client inquiries and provide tailored financial advice based on their needs.
✨Tip Number 4
Showcase your commitment to professional development by discussing any additional qualifications or training you plan to pursue. This demonstrates your dedication to growing within the financial advisory field and can set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and advisory roles. Emphasise any qualifications like the Level 4 Diploma (Dip PFS) and CAS Status, as these are crucial for this position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific skills that align with the job description, such as client management and independent financial advice, to demonstrate your suitability for the role.
Highlight Your Achievements: In your application, include quantifiable achievements from previous roles, such as successful client portfolios or growth in client base. This will help you stand out as a candidate who can deliver results.
Prepare for Potential Questions: Think about common interview questions for financial advisers, such as how you would approach client relationships or manage a portfolio. Prepare thoughtful responses that reflect your experience and understanding of the industry.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can benefit clients and align with their goals.
✨Demonstrate Client-Centric Thinking
Show that you prioritise the client's needs by preparing examples of how you've successfully managed client relationships in the past. This will highlight your ability to build trust and rapport.
✨Prepare for Technical Questions
Expect questions that test your knowledge of financial regulations, investment strategies, and market trends. Brush up on relevant legislation and current events in the financial sector to demonstrate your expertise.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial advising and client management. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
