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- Tasks: Join a team as a Financial Adviser, managing high-net-worth clients and providing tailored financial advice.
- Company: A well-established 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: This role offers personal growth, client interaction, and the chance to make a real impact on clients' lives.
- Qualifications: You need a Diploma (Dip PFS) and at least 5 years of advisory experience.
- Other info: Full support for paraplanning and administration, plus study support for further qualifications.
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: 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.
Financial Planner (Royal Tunbridge Wells) 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 Planner (Royal Tunbridge Wells)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local events or webinars to connect with potential colleagues and clients in Tunbridge Wells.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth (HNW) clients. Understanding their investment behaviours and financial goals will help you stand out during interviews and discussions.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and wealth management. This knowledge will not only boost your confidence but also demonstrate your commitment to the profession when speaking with potential employers.
✨Tip Number 4
Prepare to discuss your experience managing client relationships and how you've successfully grown a client bank in the past. Be ready to share specific examples that highlight your skills and achievements in financial advising.
We think you need these skills to ace Financial Planner (Royal Tunbridge Wells)
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 years of experience in the field.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific skills that align with the job description, such as client management and independent financial advice.
Highlight Your Achievements: In both your CV and cover letter, include quantifiable achievements from your previous roles. For example, mention how you successfully managed a client bank or increased client satisfaction rates.
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 crucial in the financial services industry.
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 offered by the company. Be prepared to discuss how these can benefit high-net-worth clients and align with their goals.
✨Demonstrate Client Management Skills
Since the role involves managing an existing client bank, be ready to share examples of how you've successfully built and maintained client relationships in the past. Highlight your approach to client retention and satisfaction.
✨Showcase Your Qualifications
With a requirement for a Diploma (Dip PFS) or equivalent, ensure you can confidently discuss your qualifications and any ongoing professional development. Mention your journey towards becoming Chartered if applicable.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide tailored financial advice. Practice articulating your thought process and decision-making strategies in these situations.
