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- Tasks: Provide expert financial advice on investments, tax, and estate planning.
- Company: Join a respected solicitors firm with a strong financial services team.
- Benefits: Enjoy a salary up to £65k, 25 days holiday, and flexible working options.
- Why this job: Work in a supportive environment with minimal pressure and a focus on quality advice.
- Qualifications: Must have Level 4 Diploma in Financial Planning; Chartered status preferred.
- Other info: Full paraplanning support and opportunities for long-term career development.
The predicted salary is between 43200 - 78000 £ per year.
Job Title:Financial Adviser
Industry:Wealth Management
Location:Nottingham
Salary:Up to £65,000 (negotiable depending on experience)
Job Reference:9813
Job Description:
Recruit UK are working with a long-established and respected solicitors firm with a dual-regulated in-house IFA arm. This firm offers a collaborative legal-financial environment with access to a high-quality client base and consistent internal referrals.
They are now looking for an experienced Financial Adviser to join their financial services team in north Nottingham. This is an ideal role for a technically strong and dependable professional who values quality over quantity and wants to focus on providing expert advice without pressure to self-generate new business.
The Role:
You’ll work closely with solicitors and trust professionals to deliver integrated financial planning advice with a focus on investments, tax, and estate planning.
Key Responsibilities:
- Deliver holistic financial advice to private clients, particularly in investments, trusts, and estate planning
- Work collaboratively with solicitors on joint client matters
- Hold client meetings primarily in-office, with flexibility to work from home as preferred
- Leverage a steady flow of internal referrals – minimal business development required
- Supported by full paraplanning and admin team
Experience required:
- Level 4 Diploma in Financial Planning (minimum)
- Ideally Chartered, or working towards Chartered status
- Strong technical expertise in tax, investment, and estate planning
- Professional, client-centric, and reliable
- Experience working within a multidisciplinary or professional services environment is advantageous
What’s on Offer:
- Salary Up to £65,000 (negotiable depending on experience)
- 25 days holiday plus bank holidays
- Death in Service (2x salary)
- Company pension contribution
- Full paraplanning and administrative support
- Long-term career development within a stable and reputable team
- Office-based with flexible/home working options available
This is a unique opportunity to step into a trusted, established environment where your technical ability and client-first mindset will be highly valued.
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Financial Adviser - Notts - to £65k employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Notts - to £65k
✨Tip Number 1
Network with professionals in the wealth management and legal sectors. Attend local events or join relevant online forums to connect with solicitors and financial advisers who can provide insights into the firm and potentially refer you.
✨Tip Number 2
Familiarise yourself with the firm's values and approach to client service. Understanding their emphasis on quality over quantity will help you align your discussions during interviews and demonstrate that you're a good fit for their culture.
✨Tip Number 3
Prepare to discuss your technical expertise in tax, investment, and estate planning. Be ready to share specific examples of how you've successfully advised clients in these areas, as this will showcase your capability and experience.
✨Tip Number 4
Highlight your experience working in multidisciplinary environments. Emphasising your ability to collaborate with solicitors and other professionals will show that you can thrive in the integrated financial planning setting they offer.
We think you need these skills to ace Financial Adviser - Notts - to £65k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, particularly in investments, trusts, and estate planning. Emphasise any qualifications such as the Level 4 Diploma in Financial Planning or progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-centric approach and technical expertise. Mention your experience working collaboratively with solicitors and how you can contribute to their integrated financial planning services.
Highlight Relevant Experience: In your application, focus on your previous roles within multidisciplinary or professional services environments. Provide specific examples of how you've delivered holistic financial advice and managed client relationships effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Recruit UK
✨Showcase Your Technical Expertise
As a Financial Adviser, it's crucial to demonstrate your strong technical knowledge in areas like tax, investment, and estate planning. Prepare to discuss specific scenarios where you've successfully applied this expertise to benefit clients.
✨Emphasise Collaboration Skills
Since the role involves working closely with solicitors and trust professionals, highlight your experience in collaborative environments. Share examples of how you've effectively partnered with other professionals to deliver integrated financial advice.
✨Prepare for Client-Centric Questions
Expect questions that assess your client-centric approach. Be ready to discuss how you prioritise client needs and provide tailored solutions, ensuring you align with the firm's values of quality over quantity.
✨Discuss Your Career Development Goals
This position offers long-term career development opportunities. Be prepared to articulate your professional aspirations and how they align with the firm's vision, showing that you're committed to growing within a stable and reputable team.
