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For Companies At a Glance
- Tasks: Manage existing clients and provide tailored financial advice.
- Company: Join a leading UK financial advice company based in Edinburgh.
- Benefits: Earn up to £70k with bonuses, flexible working, and great perks.
- Why this job: Make a real impact on clients' financial futures while enjoying a supportive culture.
- Qualifications: Diploma (Dip PFS) or equivalent and experience as a Financial Adviser required.
- Other info: Full support for paraplanning, compliance, and administration provided.
The predicted salary is between 42000 - 84000 £ 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 Edinburgh.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
- To manage an existing client bank and deal with new HNW client enquiries.
- You will provide clients independent financial advice and make recommendations on how to best meet their goals.
- Managing and developing your own client bank.
- Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £70k
- Excellent bonuses - OTE £100k+
- Regular salary reviews
- Existing HNW client bank
- HNW Client leads – Typical client £500k to invest
- Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Experience as a Financial Adviser, SPS & CAS Status
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Research the specific financial products and services offered by the company. Being knowledgeable about their offerings will help you demonstrate your interest and understanding during any interviews or networking opportunities.
✨Tip Number 3
Prepare to discuss your experience managing high-net-worth clients. Think of specific examples where you've successfully met client goals, as this will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the financial advisory sector. This knowledge will not only boost your confidence but also position you as a well-informed candidate who is ready to contribute from day one.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser. Familiarise yourself with the skills and experience required, such as having a Diploma (Dip PFS) and relevant experience in financial advising.
Tailor Your CV: Customise your CV to highlight your experience as a Financial Adviser. Emphasise your qualifications, client management skills, and any relevant achievements that demonstrate your ability to manage a high-net-worth client bank.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the company's values. Mention specific examples of how you've successfully managed client relationships and provided independent financial advice.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can benefit clients, especially high-net-worth individuals.
✨Demonstrate Client Management Skills
Since the role involves managing an existing client bank, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust and provide tailored advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would handle various client situations, such as dealing with market volatility or addressing a client's changing financial goals.
✨Showcase Your Qualifications
Be sure to mention your qualifications, such as your Diploma (Dip PFS) or equivalent. Discuss how your education and experience make you a suitable candidate for providing independent financial advice.
