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- Tasks: Join a dynamic team as an Independent Financial Advisor, guiding clients in wealth management.
- Company: A well-established financial advisory firm in Essex with a strong client base since the 1980s.
- Benefits: Enjoy a competitive salary with OTE around £100,000 and support from administrative staff.
- Why this job: This role offers growth potential to business principal and a chance to make a real impact.
- Qualifications: Must be a fully qualified level 4 (or preferably 6) financial advisor with UK sales experience.
- Other info: No need for your own client base; benefit from an existing clientele built over 36 years.
The predicted salary is between 60000 - 84000 £ per year.
A very well established wealth & financial advisory practise based in the Essex area is searching for an experienced financial advisor. Established back in the 1980s, this company has built an incredible client base over the years, offering a full range of financial advice and putting their customers first.
They are now looking for a successful, fully qualified and knowledgeable advisor to join their team at a senior level. The successful applicant will need a good head for business as this role will enable them to grow in a senior capacity with a view to becoming business principal in the medium term. This position will suit someone with the ambition and drive to push one step further than the norm.
You don’t have to have your own client base, as you’ll benefit from a customer base that has been grown organically over 36 years. You will also have administrative staff making appointments for you.
Full package and remuneration will depend on the individual and their needs, but the OTE will be around £100,000 to begin. Please note: you MUST be a fully level 4 (or preferably 6) qualified financial advisor to be considered for this role. In addition, you must have a demonstrable track record in UK sales of investments and pensions.
Independent Financial Advisor employer: F S People Ltd (Financial Services recruitment specialists)
Contact Detail:
F S People Ltd (Financial Services recruitment specialists) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial advisors and professionals in the Essex area. Attend local industry events or seminars to make connections that could lead to referrals or insights about the company.
✨Tip Number 2
Research the company’s history and client base thoroughly. Understanding their values and how they’ve built their reputation over the years will help you align your approach during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in sales of investments and pensions. Be ready to provide specific examples that demonstrate your track record and how you can contribute to their existing client base.
✨Tip Number 4
Show your ambition and drive during the interview process. Discuss your long-term career goals and how you envision growing into a business principal role, as this aligns with what they are looking for in a candidate.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a level 4 (or preferably 6) financial advisor. Emphasise your experience in UK sales of investments and pensions, showcasing any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and drive. Explain why you are interested in this specific role and how your background aligns with the company's values and client-first approach.
Highlight Your Track Record: In your application, provide specific examples of your past successes in financial advising. Include metrics or outcomes that demonstrate your ability to grow a client base and achieve sales targets.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at F S People Ltd (Financial Services recruitment specialists)
✨Showcase Your Qualifications
Make sure to highlight your Level 4 or 6 qualifications during the interview. Be prepared to discuss how your education and certifications have equipped you to provide exceptional financial advice.
✨Demonstrate Your Sales Experience
Since a strong track record in UK sales of investments and pensions is crucial, come ready with specific examples of your past successes. Use metrics to illustrate how you've met or exceeded targets.
✨Understand the Company’s Client Base
Research the company’s history and client demographics. Being knowledgeable about their established client base will show your genuine interest in the role and help you tailor your responses to their needs.
✨Express Your Ambition
This role is aimed at someone with ambition and drive. Be sure to articulate your career goals and how you envision growing into a senior position or business principal within the company.
