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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice.
- Company: Join a renowned independent financial advisory firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and a generous benefits package.
- Why this job: Great opportunity for career growth in a supportive environment focused on personal service.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Inherit a loyal client base and receive administrative support to focus on advising.
The predicted salary is between 28800 - 48000 £ per year.
MCS Group is looking for a skilled Financial Adviser to join a growing, renowned independent financial advisory firm. This is a brand new, full-time permanent job opportunity. This is a fantastic opportunity that could cater to an adviser either in the early stages of their career, or someone with several years' experience who is looking to join an established firm.
The Company:
- Employed position - enjoy the stability of a salary and bonus structure
- Full client bank provided - inherit long-standing, loyal clients from day one
- Administrative & paraplanning support - focus on giving advice, not chasing paperwork
- Work with a well-established practice that values personal service and professional development
The Rewards:
- Generous salary / total compensation
- Clearly outlined career growth
- Generous total benefits package
The Role:
- Manage a portfolio of existing clients with ongoing financial advice and reviews
- Build new relationships and attract new business through referrals and networking
- Provide holistic advice on business & personal financial solutions, savings & investments, mortgages
- Maintain accurate and compliant client records and reports
- Contribute to the practice's growth and reputation
The Person:
- Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Ideally CAS (Competent Adviser Status)
- Either currently advising or ready to step up into a client-facing advisory role
- Professional, ethical, and highly personable approach to client service
- Strong communication and relationship-building skills
To speak in absolute confidence about this Financial Adviser opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531.
Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs.
Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Financial Adviser employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events, seminars, or webinars to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Consider joining relevant professional associations or groups. Being part of these communities can enhance your credibility and provide access to exclusive job listings, mentorship, and resources that can help you stand out as a candidate.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial sector. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 4
Prepare for potential interviews by practising common questions specific to financial advising. Focus on how you would manage client relationships and provide tailored financial solutions, as this is crucial for the role.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications for the Financial Adviser role. Emphasise your Level 4 Diploma in Financial Planning and any client-facing experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your professional, ethical approach to client service and how you can contribute to the firm's growth and reputation.
Highlight Communication Skills: In your application, emphasise your strong communication and relationship-building skills. Provide examples of how you've successfully managed client relationships or attracted new business in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning and any relevant qualifications like CAS. Be prepared to discuss how your education has equipped you for the role.
✨Demonstrate Client Relationship Skills
Since this role involves managing a portfolio of clients, be ready to share examples of how you've built and maintained strong client relationships in the past. This will show your potential employer that you can provide the personal service they value.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to provide holistic financial advice. Think of scenarios where you've successfully advised clients on savings, investments, or mortgages, and be ready to discuss your thought process.
✨Research the Company Culture
Understanding the company's values and approach to client service is crucial. Familiarise yourself with their reputation and be prepared to discuss how your professional ethics align with theirs during the interview.
