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- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK Independent Financial Advice firm with a client-focused approach.
- Benefits: Enjoy remote work, competitive salary, bonuses, and comprehensive support.
- Why this job: Be part of a progressive culture that values ongoing learning and client relationships.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Potential for significant earnings and established practice buy-out options.
The predicted salary is between 50000 - 75000 £ per year.
Industry: Financial Services
Location: Burgess Hill & Maidstone (Remote/Couple Days in Office a Month)
Salary: £50,000 - £75,000 (If you’re bringing clients base salary can be higher)
Recruit UK are working on an excellent opportunity for a Financial Adviser in Burgess Hill or Maidstone, Kent to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Kent and surrounding areas.
Role: Financial Adviser
- Manage an existing book of HNW clients.
- You will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
- This role offers home based / remote working with access to office locations if preferred.
- There is an expectation to attend face to face client meetings.
- The earnings potential is significant.
- Candidates will need to be ambitious, resourceful and have the right work ethic.
What’s in it for you:
- Competitive Starting Salary £50k - £75k (DOE)
- Excellent bonus scheme OTE £100k+
- Excellent benefits
- Home based, access to regional offices
- Competitive Support to build your client base and future value.
- End to end in house client journey and back-office support with full Admin and Paraplanning support.
- Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
- Platform to deliver efficient and cost-effective solutions.
- Established Practice Buy Out option on exit.
- Consultative marketing support.
Skills and experience required:
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
Independent Financial Advisor (Kent) 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 Independent Financial Advisor (Kent)
✨Tip Number 1
Network with other financial professionals in Kent. Attend local industry events or join online forums to connect with potential clients and colleagues. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Showcase your expertise by creating informative content related to financial planning. Consider writing articles or hosting webinars that address common financial concerns for high-net-worth individuals. This can help establish you as a trusted advisor in the community.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with potential clients and share your insights on financial strategies. Engaging with your audience through regular posts can enhance your visibility and attract clients looking for independent financial advice.
✨Tip Number 4
Consider obtaining additional certifications or training that can set you apart from other candidates. Specialising in niche areas of financial planning can make you more appealing to high-net-worth clients seeking tailored advice.
We think you need these skills to ace Independent Financial Advisor (Kent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, particularly with high-net-worth clients. Emphasise any qualifications such as the Level 4 Diploma in financial advice, CAS, and SPS.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ambition and resourcefulness, and how these traits will help you manage and grow a client base effectively.
Highlight Client-Facing Experience: In your application, be sure to detail your client-facing experience. Discuss specific examples where you've successfully guided clients towards their financial goals, demonstrating your consultative approach.
Showcase Continuous Learning: Mention any ongoing professional development or training you are undertaking. This shows your commitment to staying updated in the financial services industry and aligns with the company's values of ongoing learning and development.
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 you will be advising on. Be prepared to discuss how these can meet the needs of high-net-worth clients, as this will demonstrate your expertise and confidence.
✨Showcase Your Client Management Skills
Be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to understand clients' financial goals and how you've helped them achieve financial independence.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about how you would handle various client situations and be prepared to articulate your thought process clearly.
✨Demonstrate Your Ambition and Work Ethic
Since the role requires ambition and resourcefulness, be sure to convey your drive and commitment during the interview. Share your career aspirations and how you plan to build your client base, as this will resonate with the firm's values.
