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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and support.
- Company: Join a leading UK financial advice firm with a strong reputation.
- Benefits: Enjoy a competitive salary, flexible working, and excellent bonuses.
- Why this job: Grow your career in finance while making a real impact on clients' lives.
- Qualifications: Level 4 Diploma or equivalent; ideal for those eager to advance in finance.
- Other info: Receive full admin support and mentoring from experienced advisers.
The predicted salary is between 36000 - 60000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Wendover.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
Working closely with Financial Planners, you will be dealing with existing 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 £50k+
- Mentoring from Senior Advisers
- Client leads - Typical clients £300k+ to invest
- Excellent bonus schemes (1 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
- Ideally 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.
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.
Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current Financial Advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and the specific services they offer. This knowledge will not only help you during interviews but also show your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your approach to client management and how you would build your own client bank. Think of examples from your past experiences that demonstrate your ability to develop relationships and provide tailored financial advice.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services sector. Being knowledgeable about current market conditions and financial products will position you as a competent candidate who can provide valuable insights to clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services. Emphasise any qualifications like the Level 4 Diploma (Dip PFS) and any previous roles that demonstrate your ability to manage client relationships.
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 your ability to provide independent financial advice and manage a client bank.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Adviser role, such as communication, analytical thinking, and client management. Provide examples of how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services 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 you will be advising on. Be prepared to discuss how these can meet clients' needs and goals, as this will demonstrate your expertise and confidence.
✨Showcase Your Client Management Skills
Since you'll be managing existing clients and developing your own client bank, be ready to share examples of how you've successfully built and maintained client relationships in the past. This will highlight your ability to connect with clients and provide tailored advice.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations. Practising these scenarios can help you articulate your thought process and decision-making skills effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advising and their client base. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
