Independent Financial Adviser Apply now

Independent Financial Adviser

Edinburgh Full-Time 65000 - 90000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Build and maintain client relationships while seeking new business opportunities.
  • Company: Join a friendly, professional firm backed by industry veterans with a successful track record.
  • Benefits: Enjoy a competitive salary, bonuses, and the flexibility of remote work.
  • Why this job: This is your chance to grow in a dynamic environment and make impactful connections.
  • Qualifications: Must have level 4 qualifications and be working towards chartered status.
  • Other info: Exciting growth phase with opportunities for networking and referrals.

The predicted salary is between 65000 - 90000 £ per year.

Superb opportunity to kick start your 2025! We are looking for candidates that hold a minimum of level 4 qualifications vis CII or CISI and in line with RDR. Ideal candidate would be studying towards chartered level. About you, you see an opportunity in every conversation you can build and maintain client relationships and would have a proven track record in this. You will technically brilliant and solution driven. You will be a compliant hunter as in always be looking for referrals and new business but in a compliant and professional way. About the client, a friendly and professional business supported and run by some big industry names with decades of experience. They have generated a successful organic business and have now started to make acquisitions to bolster a client following and build a network of referrals for the advisers. What they offer, base salary from £65,000.00 to £90.000.00 this will depend on individual and experience. Bonuses on top OTE £100,000.00- £135,000.00. This role is fully remote with travel in to London for client meetings. Its a truly exciting time to be joining this firm. JBRP1_UKTJ

Independent Financial Adviser employer: Avenue Recruitment Group LTD

Join a dynamic and supportive team that values your growth as an Independent Financial Adviser. With a competitive base salary and the potential for significant bonuses, this fully remote role allows you to thrive while building meaningful client relationships. Benefit from the expertise of industry veterans and enjoy a culture that encourages professional development and collaboration, making it an ideal place to advance your career.
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Contact Detail:

Avenue Recruitment Group LTD Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser

✨Tip Number 1

Make sure to highlight your level 4 qualifications and any progress towards chartered status during your conversations. This shows your commitment to professional development and aligns with what we’re looking for.

✨Tip Number 2

Demonstrate your ability to build and maintain client relationships by sharing specific examples from your past experiences. This will help us see how you can contribute to our friendly and professional environment.

✨Tip Number 3

Showcase your technical skills and solution-driven mindset by discussing how you've successfully navigated complex financial situations in the past. We value candidates who can think critically and provide effective solutions.

✨Tip Number 4

Be prepared to discuss your approach to compliance and how you’ve successfully generated referrals in a compliant manner. This is crucial for maintaining our professional standards while growing the business.

We think you need these skills to ace Independent Financial Adviser

Level 4 Financial Qualifications (CII or CISI)
Chartered Level Progression
Client Relationship Management
Proven Track Record in Sales
Technical Financial Knowledge
Solution-Oriented Mindset
Compliance Awareness
Referral Generation Skills
Professional Networking
Excellent Communication Skills
Negotiation Skills
Time Management
Self-Motivation
Adaptability to Remote Work

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to clearly state your level 4 qualifications from CII or CISI in your CV and cover letter. If you are studying towards chartered level, mention this as well to show your commitment to professional development.

Demonstrate Relationship-Building Skills: In your application, provide specific examples of how you have successfully built and maintained client relationships in the past. Use metrics or achievements to quantify your success where possible.

Showcase Your Technical Skills: Emphasize your technical brilliance and solution-driven approach in your application. Discuss any relevant tools, software, or methodologies you are proficient in that would benefit the role.

Express Your Compliance Mindset: Clearly articulate your understanding of compliance in the financial advisory space. Share examples of how you have approached new business opportunities while adhering to compliance standards.

How to prepare for a job interview at Avenue Recruitment Group LTD

✨Showcase Your Qualifications

Make sure to highlight your level 4 qualifications and any progress towards chartered status. This demonstrates your commitment to professional development and aligns with the company's expectations.

✨Demonstrate Relationship-Building Skills

Prepare examples of how you've successfully built and maintained client relationships in the past. This will show that you can see opportunities in conversations and are capable of fostering long-term connections.

✨Be Solution-Driven

During the interview, focus on your problem-solving abilities. Share specific instances where you provided innovative solutions to clients' financial needs, showcasing your technical brilliance.

✨Emphasize Compliance and Professionalism

Discuss your approach to compliance and how you ensure that your business development efforts are both effective and ethical. This is crucial for a role that requires a compliant hunter mentality.

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  • Independent Financial Adviser

    Edinburgh
    Full-Time
    65000 - 90000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-30

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    Avenue Recruitment Group LTD

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