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- Tasks: Join a team managing high-net-worth clients and provide tailored financial advice.
- Company: A leading UK financial advice firm with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, flexible working options, and excellent bonus schemes.
- Why this job: Make a real impact on clients' financial futures while enjoying a supportive work culture.
- Qualifications: Must have a Diploma (Dip PFS) and at least 5 years of advisory experience.
- Other info: Full paraplanning and admin support provided to help you succeed.
The predicted salary is between 48000 - 64000 £ per year.
Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Tunbridge Wells.
Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role: Financial Adviser
- Working closely with Financial Planners, managing an existing HNW client bank and dealing 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 £80k+
- Existing HNW client bank c£300k ongoing fees
- HNW Client leads – Typical clients £500k to invest
- Excellent bonus schemes - OTE £100k+
- Excellent Benefits: DIS, Flex Bens, Pension
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent (ideally enroute to Chartered)
- Would suit adviser with at least 5 years Advice experience
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.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Senior Financial Advisor employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior 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 webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Research the specific financial advice firm you're applying to. Understand their values, client base, and the types of services they offer. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest during any interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth (HNW) clients. Be ready to share specific examples of how you've successfully managed client relationships and provided tailored financial advice that meets their unique needs.
✨Tip Number 4
Stay updated on current financial trends and regulations that may impact your potential clients. Being knowledgeable about the latest developments in the financial sector will position you as a credible adviser and show your commitment to professional growth.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Emphasise any qualifications like the Diploma (Dip PFS) and your journey towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention your experience managing client banks and how you can contribute to the company's success.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client relationship management, financial planning, and compliance knowledge. Use specific examples to demonstrate these skills.
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 vital in the financial services industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Numbers
As a Senior Financial Adviser, you should be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth management and be prepared to discuss how you've successfully managed client portfolios in the past.
✨Demonstrate Client-Centric Thinking
Showcase your ability to understand and meet client needs. Prepare examples of how you've tailored financial advice to individual clients, particularly high-net-worth individuals, and how you’ve built long-lasting relationships.
✨Highlight Your Qualifications
Make sure to emphasise your qualifications, such as your Diploma (Dip PFS) or any progress towards Chartered status. Discuss how your education has equipped you with the skills necessary for the role and how you continue to develop professionally.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the company’s approach to financial advising, their client base, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
