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- Tasks: Provide expert financial advice on investments, pensions, tax planning, and insurance.
- Company: Join a prestigious and cutting-edge financial advice firm in North Wales.
- Benefits: Enjoy competitive earnings, remote work options, and an existing client bank.
- Why this job: Build relationships with clients while working in a reputable firm with growth potential.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and experience in financial advice.
- Other info: Opportunity to work with administrators and paraplanners for support.
The predicted salary is between 40000 - 84000 £ per year.
Job Title: Self Employed Financial Adviser
Industry: Financial Services
Location: North Wales
Earnings: Competitive earnings
Reference Number: 9450
Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for a Self EmployedFinancial Adviser in North Wales to join a well-established Financial Advice Firm.
Due to succession planning this prestigious and cutting-edge firm are looking to take on an experiencedFinancial Adviser. They are a well-established company in the area, they provide advice across the board to a variety of clients, including both MA and HNW clients.
The role will involve providingexpert advice on suitable investments, private pensions, tax planning, and insurance products and providing a valuable service to work with clients – predominantly in the North Wales area.
You will be allocateda substantial existing client bank to service from the initial. You will service these existing clients and look to build relationships to develop from there.
You will have the opportunity to work with administrators and paraplanners.
Earnings/Benefits: Financial Adviser
- Competitive earnings – Employed position considered
- OTE £50k – £60k+
- Client bank to inherit immediately
- Competitive Fee Splits
- Remote role – home based
- Reputable financial planning firm
Skills and Experience Required: Financial Adviser
- Level 4 Diploma in Financial Planning
- Financial Advice experience
- Relationship-building skills
Financial Adviser 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 Financial Adviser
✨Tip Number 1
Network with other financial professionals in North Wales. Attend local industry events or join online forums to connect with potential clients and colleagues who can refer you to opportunities.
✨Tip Number 2
Leverage your existing client relationships. Reach out to past clients or contacts to let them know you're looking for new opportunities, as they may have referrals or be interested in your services.
✨Tip Number 3
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 4
Consider creating a personal brand through social media or a professional website. Share insights and tips related to financial planning to attract potential clients and showcase your expertise.
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 key responsibilities, required skills, and the type of clients you will be working with.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial advising, particularly any work with MA and HNW clients. Mention your Level 4 Diploma in Financial Planning and any relevant certifications.
Showcase Relationship-Building Skills: Since relationship-building is crucial for this role, provide examples in your application that demonstrate your ability to build and maintain client relationships effectively.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements of the job. Use keywords from the job description to ensure your application stands out to recruiters.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial products, including investments, pensions, and tax planning. Highlight any relevant experience you have in these areas to demonstrate your expertise.
✨Emphasize Relationship-Building Skills
Since the role involves working closely with clients, be ready to share examples of how you've successfully built and maintained client relationships in the past. This will show that you can provide valuable service to clients.
✨Discuss Your Client Management Strategy
Talk about how you would approach servicing the existing client bank you'll inherit. Discuss strategies for maintaining and growing these relationships, as well as how you plan to attract new clients.
✨Prepare Questions About the Firm
Research the firm and prepare thoughtful questions about their approach to financial advice and client service. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
