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- Tasks: Build long-term client relationships and develop new business opportunities.
- Company: Join a supportive financial advisory firm with a focus on independent advice.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowances.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Must have Level 4 Diploma and 5+ years of experience as a Financial Advisor.
- Other info: Home-based role with opportunities for self-employment and professional development.
The predicted salary is between 42000 - 63000 £ per year.
Our client is seeking an experienced Financial Advisor in Exeter to join their team and benefit from their employed package with bonuses on all new business written, existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with the aim to retain, service and grow this further.
They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.
You should focus on conducting in-depth reviews to understand your clients' current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Advisor Requirements- You should hold full Level 4 Diploma in financial planning or equivalent.
- You should have 5+ years experience as a Financial Advisor (ideally with CAS status).
- You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities.
- You should have a client centric approach and have dedication to doing the right thing for clients.
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills.
Our client ensures their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Potential to consider higher salary on a case-by-case basis.
- Remuneration packages also include car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime.
- Home based role with travel to meet clients in person and use of their regional offices.
- Self-employed option available, if you would prefer.
Exeter
Financial Advisor in Exeter employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Exeter
✨Tip Number 1
Network actively within the financial services community in Exeter. Attend local events, seminars, and workshops to meet potential clients and professional introducers who can refer business your way.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and engage with your audience. Share valuable content related to financial planning, which can help you attract new clients and build your personal brand.
✨Tip Number 3
Consider collaborating with local businesses or entrepreneurs to offer financial workshops or seminars. This not only positions you as an expert but also helps you connect with potential clients in a more relaxed setting.
✨Tip Number 4
Utilise the support from the back office team effectively. Make sure to communicate your needs and expectations clearly so they can assist you in providing the best service to your clients, ultimately leading to client retention and growth.
We think you need these skills to ace Financial Advisor in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your ability to grow a client bank and your client-centric approach. Use specific examples of how you've built long-term relationships with clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 Diploma in financial planning and your 5+ years of experience. Discuss how your skills align with their needs, especially in terms of client servicing and business development.
Showcase Your Track Record: Provide concrete examples of your past successes in growing a client portfolio. Include metrics or achievements that demonstrate your proactive activities and ability to generate referrals, as this will resonate well with the hiring team.
Highlight Your Interpersonal Skills: Since the role requires excellent interpersonal skills, make sure to mention any relevant experiences where you successfully engaged with clients or professional introducers. This could include networking events, client meetings, or collaborative projects.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how you prioritise their needs.
✨Demonstrate Your Track Record
Be prepared to discuss your previous successes in growing a client bank. Highlight any proactive activities you've undertaken to generate new business and how these have positively impacted your previous roles.
✨Engage with Their Support Structure
Familiarise yourself with the support systems they offer, such as admin and paraplanning teams. Discuss how you would leverage these resources to enhance your service delivery and client satisfaction.
✨Prepare for In-Depth Financial Discussions
Since the role involves advising on various financial needs, brush up on your knowledge of pensions, savings, and investments. Be ready to discuss how you would conduct in-depth reviews to formulate tailored financial strategies for clients.
