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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; CAS status preferred.
- Other info: Receive mentoring from experienced advisers and full admin support.
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.
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.
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 before your interview. Understand their values, services, and client demographics. This knowledge will allow you to tailor your conversation and demonstrate 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 specific strategies you could implement to attract and retain clients, as this is a key aspect of the role.
✨Tip Number 4
Showcase your commitment to professional development. Mention any additional qualifications or training you are pursuing, as well as your willingness to learn from senior advisers. This demonstrates your ambition and dedication to the field.
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 advising. 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.
Showcase Your Commitment to Professional Development: Mention any ongoing education or training you are pursuing, especially if it relates to financial services. This shows your dedication to growing in the field and staying updated with industry standards.
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. This includes investment options, retirement plans, and insurance products. Being well-versed in these areas will help you answer questions confidently and demonstrate your expertise.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. Be ready to discuss how you would assess a client's needs and tailor your advice accordingly. This shows that you can think critically and apply your knowledge in real-world situations.
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need to explain complex financial concepts in a way that's easy for clients to understand. During the interview, practice articulating your thoughts clearly and concisely. Good communication skills are essential in building trust with clients.
✨Demonstrate Your Client-Centric Approach
Highlight your commitment to putting clients first. Discuss any previous experiences where you prioritised client needs and how you built relationships. This will show the interviewers that you understand the importance of client satisfaction in the financial services industry.
