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- Tasks: Help clients achieve their financial goals with personalized strategies and ongoing support.
- Company: Join a well-established Financial Planning firm focused on growth and client success.
- Benefits: Enjoy leads, initial financial support, and continuous training to help you thrive.
- Why this job: This role offers career development and the potential to become a Practice Principal.
- Qualifications: Must be an experienced, self-motivated advisor with strong relationship-building skills.
- Other info: Ideal for candidates in the Cardiff or Bristol area who are passionate about client outcomes.
Are you an experienced Financial Advisor looking to take your career to the next level and build your future? We are recruiting for a well-established firm who are looking to grow a potential successor. With leads available, proven to generate on target gross revenue of £140,000 per annum, initial financial establishment plan available to help you through the first few months and ongoing support and training to ensure your flourish. This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future. This opportunity will suit a pro-active adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently but will be part of a strong team, with dedicated support provided by an award-winning network. If you are a motivated and experienced adviser, based around the Cardiff or Bristol area who puts the client’s needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! As a Financial Advisor your Roles & Responsibilities include: * Collaborate with clients to understand their financial goals, asses their current financial situation, and develop personalised strategies to meet these needs. * Actively generate business by engaging with Practice clients provided by the firm and independently sourcing new clients through networking, referrals and marketing initiatives. * Stay updated with financial regulations, ensure adherence to the required standards, maintaining accurate records to ensure transparency and accountability. Required Skills & Qualifications as a Financial Advisor: * Level 4 DipFA or CII Diploma or equivalent qualification required. * Desirable to also have/interested in obtaining CeMAP or equivalent qualification. * Must have a proven track record of delivering tailored financial advice. * Based around either the Cardiff or Bristol area. Benefits as a Financial Advisor: * Self-employed contract with proven ability to generate £140,000 gross revenue per annum. * Financial establishment plan available by negotiation. * Clients and leads provided from existing client bank, business streams or organic referrals as well as being provided with the support to undertake pro-active business development and advertising to generate your own leads. * Flexible hybrid working with a minimum of 1 day per week in the office. * Set own hours of work to suit you. * No micromanagement. * Admin and marketing support to allow you more time to focus on advice and customer service. * Ongoing training and development. * Career Progression with access to pioneering training as part of the Route to Principal course and the potential to become a Practice Principal. * Access to a market leading proposition as part of an award-winning network, The Openwork Partnership. If you are a passionate Financial Advisor, with recent and demonstrable experience advising and solid experience in the industry, please get apply with your CV today to discuss further, we would love to hear from you
Financial Advisor employer: Openwork Services Limited
Contact Detail:
Openwork Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Cardiff and Bristol areas. Attend local finance events or join relevant online groups to connect with potential colleagues and clients, which can help you establish trust and credibility.
✨Tip Number 2
Research the firm thoroughly before your interview. Understand their values, mission, and the specific services they offer. This will allow you to tailor your conversation and demonstrate how your experience aligns with their goals.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Since this role emphasizes building lasting relationships based on trust, be ready to share examples of how you've successfully managed client expectations and delivered great outcomes in the past.
✨Tip Number 4
Showcase your self-motivation and independence during the application process. Highlight any experiences where you took initiative or led projects, as this will resonate well with the firm's desire for a proactive adviser.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor. Focus on your ability to build relationships, generate business, and meet client needs. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention how your skills align with their requirements and your motivation to exceed client expectations. Be sure to convey your proactive approach and self-motivation.
Highlight Relevant Experience: When detailing your work history, emphasize any previous roles where you successfully collaborated with clients to develop financial strategies. Include metrics or achievements that showcase your ability to generate revenue and deliver great customer outcomes.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-organized and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Openwork Services Limited
✨Showcase Your Relationship-Building Skills
As a Financial Advisor, building lasting relationships is key. Be prepared to share examples of how you've successfully developed trust with clients in the past. Highlight your communication skills and your ability to understand and meet client needs.
✨Demonstrate Proactivity
This role requires a proactive approach to generating business. Come ready to discuss specific strategies you've used to attract new clients or expand existing relationships. Show that you are self-motivated and can work independently while still being a team player.
✨Understand the Firm's Values
Research the firm thoroughly before the interview. Understand their mission, values, and the type of clients they serve. This will help you align your answers with what they are looking for and demonstrate your genuine interest in joining their team.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client situations. Prepare for scenario-based questions where you may need to outline how you would approach a specific financial challenge for a client. This will showcase your analytical skills and client-centric approach.
