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For Companies At a Glance
- Tasks: Advise clients on pensions and investments while managing an existing client base.
- Company: Join a growing financial firm in Farnham with exciting new opportunities.
- Benefits: Enjoy a competitive salary, hybrid working options, and unlimited earning potential.
- Why this job: Build strong relationships and make a real impact in clients' financial lives.
- Qualifications: 5 years of advice experience preferred, but open to motivated candidates.
- Other info: Receive a paid 12-week training programme to kickstart your career.
The predicted salary is between 30000 - 45000 £ per year.
This growing financial firm based in Farnham is looking for a new Financial Adviser to join the team. With a central office in Farnham and a brand-new location, now's the perfect time to jump in. You'll be working with a fantastic mix of clients, from professionals to those nearing retirement, providing ongoing service and advice on pensions and investments.
The Role:
- You'll be the go-to adviser for a client base that's already in place – 100 clients ready to be looked after, plus the opportunity to build your own book long-term.
- Whether you're employed or self-employed, the role offers plenty of flexibility and the chance to work in a hybrid setup.
- The office is within a 45-minute radius of Farnham, with occasional office attendance required to keep things ticking along smoothly.
What you'll be doing:
- Advising clients on pensions and investments.
- Managing your client base while building new relationships.
- Going through a 12-week paid training program to get you up to speed.
- Developing strong, ongoing relationships and providing valuable financial advice.
What's in it for you:
- Competitive base salary of £30k-£45k (if employed), plus a nice business split if self-employed.
- OTE of £70k-£90k – unlimited earning potential!
- Hybrid working options – perfect balance of office and home time.
- Access to an established client base of 100 clients, no cold calling or lead chasing.
- Paid 12-week training program to get you fully trained up.
- Flexible role – employed or self-employed, you choose.
What we're looking for:
- Ideally, 5 years of advice experience, but open to candidates earlier in their careers.
- Excellent communication skills, with a focus on relationship building.
- Passionate about providing great financial advice and value to clients.
- Comfortable with a hybrid setup and within a 45-minute commute of Farnham.
- Desire to grow your career and take your financial planning game to the next level.
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 Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights about the role and the company.
✨Tip Number 2
Research the specific needs of the client base mentioned in the job description. Understanding the demographics and financial concerns of professionals and those nearing retirement will help you tailor your approach during interviews and demonstrate your readiness to provide valuable advice.
✨Tip Number 3
Familiarise yourself with the latest trends in pensions and investments. Being knowledgeable about current market conditions and financial products will not only boost your confidence but also impress the hiring team with your commitment to staying informed.
✨Tip Number 4
Prepare to discuss your communication skills and relationship-building strategies in detail. Since the role emphasises developing strong client relationships, think of examples from your past experiences that showcase your ability to connect with clients and provide exceptional service.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly any work with pensions and investments. Use keywords from the job description to demonstrate that you understand the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build relationships with clients. Mention your communication skills and any relevant experience that aligns with the company's needs.
Highlight Your Training and Development: Since the role includes a 12-week training programme, emphasise your willingness to learn and develop. If you have completed any relevant training or certifications, be sure to mention them.
Showcase Your Client Management Skills: Discuss your experience managing client relationships and how you've successfully provided financial advice in the past. This will demonstrate your capability to handle the existing client base effectively.
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 you'll be advising on, such as pensions and investments. Be prepared to discuss how these products can benefit different types of clients, as this will demonstrate your expertise and readiness for the role.
✨Showcase Your Communication Skills
As a Financial Adviser, excellent communication is key. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you build relationships with clients and ensure they feel valued and understood.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of examples from your past experience where you've successfully advised clients or resolved issues, and be ready to share these stories.
✨Express Your Passion for Financial Advice
Convey your enthusiasm for helping clients achieve their financial goals. Share why you chose this career path and what motivates you to provide exceptional service. This passion can set you apart from other candidates.
