Independent Financial Adviser
Independent Financial Adviser

Independent Financial Adviser

Hull Full-Time 40000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help high-net-worth clients achieve financial independence with tailored strategies.
  • Company: Join a leading UK independent financial advice firm known for its client-focused approach.
  • Benefits: Enjoy a competitive salary, bonuses, remote work options, 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: Opportunity for practice buyout and consultative marketing support.

The predicted salary is between 40000 - 60000 £ per year.

Recruit UK are working on an excellent opportunity for a Financial Adviser in Hull 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 Hull and surrounding areas.

Role: Financial Adviser

  • Manage an existing book of HNW clients.
  • 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
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Contact Detail:

Recruit UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser

✨Tip Number 1

Network with other financial advisers and professionals in the industry. Attend local financial services events or seminars in Hull to build connections that could lead to referrals or insights about the role.

✨Tip Number 2

Familiarise yourself with the specific needs of high-net-worth (HNW) clients. Research common financial goals and challenges they face, so you can demonstrate your understanding during interviews.

✨Tip Number 3

Prepare to discuss your previous client management experiences. Be ready to share examples of how you've successfully built and maintained client relationships, as this is crucial for the role.

✨Tip Number 4

Showcase your ambition and resourcefulness by discussing any initiatives you've taken in your previous roles. Highlighting your proactive approach will resonate well with potential employers looking for driven candidates.

We think you need these skills to ace Independent Financial Adviser

Client Relationship Management
Financial Planning
Investment Knowledge
Regulatory Compliance
Communication Skills
Analytical Skills
Sales Skills
Negotiation Skills
Time Management
Problem-Solving Skills
Attention to Detail
Level 4 Diploma in Financial Advice
CAS (Customer Account Specialist)
SPS (Statement of Professional Standing)
Adaptability
Networking Skills

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 your Level 4 Diploma in financial advice and any other qualifications that align with the job requirements.

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 explain how your skills can help clients achieve their financial goals.

Highlight Client-Facing Experience: In your application, emphasise your client-facing experience and your ability to build strong relationships. Provide examples of how you've successfully guided clients in the past.

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 services industry.

How to prepare for a job interview at Recruit UK

✨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-Centric Approach

During the interview, emphasise your ability to build strong relationships with clients. Share examples of how you've successfully managed client portfolios and tailored financial strategies to meet their unique goals.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex financial situations and be ready to explain your thought process and outcomes.

✨Highlight Your Ambition and Work Ethic

This role requires ambition and resourcefulness. Be sure to convey your drive to succeed and your commitment to continuous learning and development in the financial services industry.

Independent Financial Adviser
Recruit UK
Location: Hull
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  • Independent Financial Adviser

    Hull
    Full-Time
    40000 - 60000 £ / year (est.)
  • R

    Recruit UK

    50-100
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