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- Tasks: Join a friendly team as a Financial Adviser, focusing on client outcomes and business growth.
- Company: An exceptional financial advice firm in Cardiff with ambitious growth plans.
- Benefits: Earn up to £80k OTE, enjoy hybrid working, and receive full administrative support.
- Why this job: This role offers real progression opportunities and a chance to thrive with the company long-term.
- Qualifications: Must have DIPFA/CII Level 4 and ideally 2 years of experience in financial advice.
- Other info: Mentorship from the Practice Principal to help grow your client base.
The predicted salary is between 48000 - 56000 £ per year.
An exceptional financial advice firm in Cardiff is recruiting a Financial Adviser to join their firm and be part of its ambitious growth plans. This appointment is seen as a significant stepping stone for the business, offering the right candidate real progression opportunities directly geared to performance. This is a role where employed aswell as self employed candidates will be considered.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
You will join a small, friendly team as a Financial Adviser and will play a key role in how the business develops for the future.
We are looking for an adviser who demonstrates a positive attitude and aptitude for business growth. This is an opportunity for someone who wants to grow and thrive with the company in the long term.
First and foremost, the right candidate is the key for us, we want to foster a healthy team and working environment.
Someone passionate, ideally possessing both technical expertise and commercial acumen would do well in this role. We would love to hear precisely what success in this role would look like for you.
About the Role:
We seek a Financial Adviser who values client outcomes and can demonstrate the right ideas on how to develop new business. In return we will allocate tranches of existing clients to you. You will develop new business from existing client reviews as well as finding your own new clients, from your existing network or otherwise, to add to the existing clients given to you.
The ability to find new clients and bring new business into the practiceis a key aspect of this role. For our existing clients you will conduct annual reviews, complete the annual reports andprocess any new business which is likely to generate from this.
There is admin support, but you will be expected to know, or learn, how to do your own administration work.
Skills and qualifications required:
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Minimum qualification level -DIPFA/CII Level 4 (essential)
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CeMap, CeRER (desirable)
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Demonstrable experience in financial advice, pensions, and investments- (preferably 2 years’ experience as a regulated adviser)
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A strong understanding of financial products and services
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Exceptional interpersonal skills with the ability to build and maintain client relationships
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Self-motivated and results driven with a proactive approach to business development.
Benefits:
* An OTE of £80k
* A top salary of £40,000 for the employed role
* Generous commission splits for the self employed role
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There is a clear pathway for progression with a view to buying into the business in the future.
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Existing client bank of legacy clients
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Full Administrative support
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Serviced offices including meeting rooms that can be booked.
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Shared parking
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Work social events every few months.
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Hybrid working
You will be supported and mentored, to the level you require or desire,by the Practice Principal who will help you to grow your client base and meet your development goals.
If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning
Financial Adviser employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Cardiff. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building relationships is key in this role.
✨Tip Number 2
Showcase your understanding of financial products and services by staying updated on industry trends. This will not only help you in client interactions but also demonstrate your commitment to professional growth during interviews.
✨Tip Number 3
Prepare to discuss specific strategies for business development. Think about how you would approach finding new clients and expanding the existing client base, as this is a crucial aspect of the role.
✨Tip Number 4
Emphasize your interpersonal skills during conversations with us. The ability to build and maintain strong client relationships is essential, so be ready to share examples of how you've successfully done this in the past.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, especially your DIPFA/CII Level 4 certification and any relevant experience in financial advice, pensions, and investments. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and how you can contribute to the firm's growth. Mention your understanding of client outcomes and your proactive approach to business development.
Showcase Your Interpersonal Skills: Since exceptional interpersonal skills are crucial for this role, provide examples of how you've built and maintained client relationships in the past. This will help illustrate your ability to connect with clients effectively.
Demonstrate Your Business Acumen: Discuss your ideas on developing new business and how you plan to leverage your existing network to bring in new clients. This shows that you understand the key aspects of the role and are ready to contribute from day one.
How to prepare for a job interview at Openwork Services Limited
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for financial advising and how it aligns with your career goals. Share specific examples of how you've helped clients achieve their financial objectives in the past.
✨Demonstrate Your Business Development Skills
Prepare to discuss your strategies for acquiring new clients and growing a client base. Highlight any successful methods you've used in the past to generate business, as this is a key aspect of the role.
✨Highlight Your Technical Expertise
Be ready to talk about your qualifications, such as your DIPFA/CII Level 4 certification, and your experience with financial products and services. This will show that you have the necessary knowledge to succeed in the role.
✨Discuss Your Vision for Success
Articulate what success looks like for you in this role. Discuss your long-term goals and how you envision contributing to the company's growth, which will demonstrate your commitment to the firm's ambitions.
