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- Tasks: As a Financial Adviser, you'll win new business and provide holistic financial planning services.
- Company: Join a highly regarded firm known for exceptional client-first financial services.
- Benefits: Enjoy a competitive salary, attractive bonuses, and extensive hybrid working flexibility.
- Why this job: This role offers a unique opportunity to tap into a warm lead pipeline and grow your career.
- Qualifications: We're looking for driven, business-development-focused individuals with a passion for financial advice.
- Other info: You'll have support from a Business Development Manager to engage prospective clients.
The predicted salary is between 40000 - 70000 £ per year.
A Unique Opportunity to Grow and Earn Salary: £50k – £65k basic + attractive bonuses and benefits Are you a driven, business-development-focused Financial Adviser ready to take your career to the next level? If you’re eager to win new business, earn significantly, and potentially bring your existing clients along, this is an opportunity you won’t want to miss. A highly regarded firm with whom I have worked closely is looking to expand their team with a skilled Financial Adviser. This business has an outstanding reputation built over many years for delivering exceptional holistic financial planning services to families, retirees, and City professionals. Known for their client-first approach, they generate business almost exclusively through referrals and recommendations. Their advisory services span pensions, investments, tax planning, retirement planning, protections, and even esoteric investments such as VCTs, EISs, and SEISs. What makes this role particularly exciting is a new venture born from a recent acquisition. The firm now manages Group Personal Pension schemes for nearly 20,000 members, many of whom lack holistic financial advice. Research shows that hundreds of these members have significant wealth and are actively seeking financial advice. This creates a ready-made pipeline of warm leads, supported by a Business Development Manager who will help you engage these prospective clients. With cli…
Financial Adviser, £50k - £65k basic, Hitchin-based office with extensive hybrid working flexibility employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser, £50k - £65k basic, Hitchin-based office with extensive hybrid working flexibility
✨Tip Number 1
Familiarize yourself with the firm's client-first approach. Understanding their values and how they generate business through referrals will help you align your pitch and demonstrate that you're a perfect fit for their culture.
✨Tip Number 2
Leverage your existing network to showcase your business development skills. Highlight any past successes in winning new clients or managing relationships, as this role heavily focuses on bringing in new business.
✨Tip Number 3
Research the specific financial products and services mentioned in the job description, such as VCTs, EISs, and SEISs. Being knowledgeable about these offerings will set you apart and show your commitment to providing comprehensive advice.
✨Tip Number 4
Prepare to discuss how you would engage with the warm leads provided by the Business Development Manager. Having a clear strategy for converting these leads into clients will demonstrate your proactive approach and readiness for the role.
We think you need these skills to ace Financial Adviser, £50k - £65k basic, Hitchin-based office with extensive hybrid working flexibility
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and expectations of a Financial Adviser. Highlight your business development skills and experience in your application.
Tailor Your CV: Customize your CV to reflect your relevant experience in financial planning, client management, and any specific qualifications that align with the job description. Emphasize your success in generating new business and managing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your client-first approach. Mention how your background aligns with the firm's values and their focus on referrals and recommendations.
Highlight Your Network: If you have existing clients or a professional network that could benefit from this role, mention it in your application. This shows your potential to bring in business and adds value to your candidacy.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Business Development Skills
Highlight your experience in winning new business and how you've successfully built client relationships in the past. Be prepared to discuss specific examples where your efforts led to significant growth.
✨Emphasize Client-Centric Approach
Since the firm values a client-first approach, demonstrate your understanding of holistic financial planning. Share instances where you prioritized client needs and how it positively impacted your previous roles.
✨Prepare for Technical Questions
Brush up on your knowledge of pensions, investments, tax planning, and other relevant areas. Be ready to answer technical questions that showcase your expertise and ability to provide comprehensive advice.
✨Discuss the New Venture Enthusiastically
Express your excitement about the firm's recent acquisition and the opportunity to work with Group Personal Pension schemes. Show how you can leverage this new pipeline of warm leads to drive your success.
