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For Companies At a Glance
- Tasks: Manage and grow your client portfolio while providing expert financial advice.
- Company: Join a leading financial planning firm that supports your success.
- Benefits: Enjoy flexible work, competitive earnings, and a collaborative team environment.
- Why this job: This role offers the chance to shape your business and achieve exceptional results for clients.
- Qualifications: Must have experience in financial planning and a Level 4 Diploma or equivalent.
- Other info: Ideal for those frustrated with current earnings potential and eager to thrive.
The predicted salary is between 43200 - 72000 £ per year.
About the Role
Our client is growing and as such they are seeking motivated and experienced Senior Independent Financial to join our team. This role is ideal for an adviser with an established client base or third-party introducer network who is ready to take their career (and earnings) to the next level. You will have the freedom to manage and grow your portfolio, delivering bespoke financial solutions that align with your clients’ goals while enjoying the full support of a leading financial planning firm.
Key Responsibilities
- Leverage your existing network of clients and third-party introducers to grow your book of business.
- Provide expert financial advice, including investment planning, retirement strategies, tax optimisation, and risk management.
- Create and present tailored financial plans to meet individual client needs and objectives.
- Build and nurture lasting relationships with clients and introducers, ensuring consistent and exceptional service.
- Identify and pursue new business opportunities through referrals and partnerships.
- Maintain comprehensive knowledge of industry regulations, financial products, and emerging market trends.
- Collaborate with internal team to access tools, training, and resources that support your success.
About You
You are an established Financial Planner with a proven ability to manage and grow a portfolio of clients. You have an entrepreneurial mindset, strong technical knowledge, and a passion for delivering exceptional results.
Key Qualifications & Skills:
- Demonstrable experience in financial planning, with an existing client base or introducer network.
- Qualified to Level 4 Diploma in Financial Planning (or equivalent); Chartered or Certified Financial Planner status is an advantage.
- Strong relationship management and networking skills.
- Deep understanding of investment strategies, tax planning, pensions, and regulatory requirements.
- Results-oriented, self-motivated, and able to work independently.
- Outstanding communication and presentation skills, with a commitment to ethical client service.
What is on Offer
- The flexibility to manage your own clients and introducers while being supported by a leading comprehensive administration and paraplanning team within an established financial planning firm.
- Competitive earnings structure – employed position – with uncapped potential, tailored to your business model.
- A collaborative and professional team environment to support your success.
- Opportunities to expand your network and grow your business further.
If you are frustrated within your current organisation due to lack of earnings potential or keen to flourish through your own hard work then this might be the company which will allow you to realise your goals.
This is your chance to shape your business while delivering exceptional financial outcomes for your clients.
Senior Financial Advisor employer: RMK Talent Solutions - 0131 220 9041
Contact Detail:
RMK Talent Solutions - 0131 220 9041 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Leverage your existing network effectively. Since the role emphasizes growing your book of business through client relationships and introducers, reach out to your contacts and let them know you're looking for new opportunities. Personal connections can lead to referrals that are crucial for your success.
✨Tip Number 2
Stay updated on industry trends and regulations. As a Senior Financial Advisor, having comprehensive knowledge of the latest financial products and market changes will set you apart. Attend workshops, webinars, or networking events to enhance your expertise and demonstrate your commitment to continuous learning.
✨Tip Number 3
Showcase your relationship management skills. Building and nurturing lasting relationships is key in this role. Prepare examples of how you've successfully managed client relationships in the past, focusing on your ability to provide exceptional service and tailored financial solutions.
✨Tip Number 4
Highlight your entrepreneurial mindset. This position requires self-motivation and independence. Be ready to discuss how you've taken initiative in previous roles, whether through developing new business strategies or enhancing client engagement, to illustrate your fit for this dynamic environment.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Highlight Your Experience: Make sure to emphasize your experience in financial planning and your existing client base or introducer network. Use specific examples to demonstrate how you've successfully managed and grown portfolios in the past.
Showcase Your Qualifications: Clearly outline your qualifications, including your Level 4 Diploma in Financial Planning or any Chartered/Certified status. This will help establish your credibility and expertise in the field.
Tailor Your Application: Customize your application to reflect the key responsibilities and qualifications mentioned in the job description. Highlight your skills in investment planning, tax optimization, and relationship management to align with what the company is looking for.
Demonstrate Your Entrepreneurial Mindset: Illustrate your entrepreneurial mindset by sharing examples of how you've identified and pursued new business opportunities in the past. This will show that you are proactive and results-oriented, which is essential for this role.
How to prepare for a job interview at RMK Talent Solutions - 0131 220 9041
✨Showcase Your Network
Be prepared to discuss your existing client base and introducer network. Highlight specific examples of how you've leveraged these relationships to grow your business in the past.
✨Demonstrate Technical Knowledge
Brush up on key financial planning concepts, including investment strategies, tax optimization, and risk management. Be ready to answer technical questions and provide insights into current market trends.
✨Prepare Tailored Financial Plans
Think about how you would create bespoke financial solutions for different types of clients. During the interview, present a hypothetical case study to demonstrate your approach to personalized financial planning.
✨Emphasize Relationship Management Skills
Discuss your experience in building and nurturing client relationships. Provide examples of how you've maintained exceptional service and managed client expectations effectively.
