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- Tasks: Manage existing clients and provide independent financial advice to high-net-worth individuals.
- Company: Join a well-established UK financial advice company with a strong reputation.
- Benefits: Enjoy a competitive salary, excellent bonuses, and flexible working options.
- Why this job: This role offers growth potential, client interaction, and a supportive work environment.
- Qualifications: Experience as a Financial Adviser is essential; strong communication skills are a must.
- Other info: Full paraplanning and admin support provided, plus study support for professional development.
The predicted salary is between 39000 - 65000 £ per year.
Job Title: Financial Adviser Industry: Financial Services Location: Accrington, Lancashire Salary: Up to £65,000 Job Ref: 9442 Job Description: Financial Adviser 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 Accrington, Lancashire. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser 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 £65k Excellent bonuses – OTE £100k+ Regular salary reviews Existing 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:
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, especially those who work in wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Prepare to discuss your experience managing client relationships and how you've successfully met their financial goals. Be ready to share specific examples that highlight your skills as a Financial Adviser.
✨Tip Number 4
Research the company thoroughly. Understand their values, services, and client base. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Adviser position. Understand the responsibilities, required skills, and the type of clients you will be working with.
Tailor Your CV: Customize your CV to highlight relevant experience in financial advising, client management, and any specific qualifications that align with the job requirements. Emphasize your ability to provide independent financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of high-net-worth clients. Mention how your previous experience has prepared you for this role and why you want to join this particular company.
Highlight Your Achievements: In both your CV and cover letter, include specific achievements or metrics that demonstrate your success as a Financial Adviser. This could be in terms of client satisfaction, growth in client portfolios, or successful financial strategies you've implemented.
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 offered by the company. Be prepared to discuss how these can benefit high-net-worth clients and align with their investment goals.
✨Demonstrate Client Management Skills
Be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to develop and maintain a client bank, as well as how you handle new client inquiries.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about how you would approach different client situations and what recommendations you would make.
✨Showcase Your Compliance Knowledge
Since compliance is crucial in financial services, be prepared to discuss your understanding of regulatory requirements and how you ensure adherence in your advisory role.
