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- Tasks: Provide personalised financial advice and build lasting client relationships.
- Company: Join a reputable wealth management firm focused on high standards and client-first service.
- Benefits: Enjoy flexible working options and opportunities for professional development.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must be a qualified Financial Adviser with a strong client-centric approach.
- Other info: Based in Newcastle-under-Lyme, with occasional remote work flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Are you a personable and professional Financial Adviser looking to build long-term relationships and deliver exceptional client experiences? We’re recruiting on behalf of a successful wealth management firm that’s committed to high standards, continued development, and client-first advice.
What you’ll be doing:
- Delivering an outstanding, personalised service to clients, ensuring their needs are at the heart of everything you do
- Driving AUM and revenue growth through trusted, long-term relationships
- Managing the full client review process with care, organisation, and consistency
- Working closely with the internal support team to ensure a seamless client journey
- Applying Consumer Duty principles in all advice and interactions
- Maintaining up-to-date knowledge of financial products and holistic planning approaches
- Operating in full compliance with FCA regulations and embedding best practice in your work
- Participating fully in the firm’s T&C framework for your ongoing professional development
What we’re looking for:
- A qualified Financial Adviser with a client-centric mindset
- Organised, punctual, and detail-oriented
- Able to adapt to individual client needs with empathy and professionalism
- A collaborative approach and a willingness to engage with the wider team
- Someone who truly values ethical, compliant advice and always strives to do the right thing
Location:
The role is based at the firm’s Newcastle-under-Lyme office, with some flexibility for occasional remote working
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Financial Advisor employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and clients, which can help you understand the firm's culture and client expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in financial products and consumer duty principles. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to providing ethical and compliant advice, aligning with the firm's values.
✨Tip Number 3
Prepare to discuss specific examples of how you've built long-term relationships with clients in the past. Highlight your ability to adapt to individual client needs and showcase your organisational skills in managing client reviews effectively.
✨Tip Number 4
Research the firm thoroughly, including their approach to client service and compliance with FCA regulations. Being well-informed about their practices will allow you to tailor your conversations and show that you're genuinely interested in contributing to their success.
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 Adviser, focusing on client relationships and any relevant qualifications. Use specific examples that demonstrate your ability to deliver personalised service and drive revenue growth.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client-centric financial advice. Mention how your values align with the firm's commitment to high standards and ethical practices. Be sure to include your understanding of Consumer Duty principles.
Showcase Your Knowledge: Demonstrate your up-to-date knowledge of financial products and holistic planning approaches in your application. This could be through mentioning recent training, certifications, or relevant industry news that showcases your commitment to professional development.
Highlight Team Collaboration: Emphasise your collaborative approach in your application. Provide examples of how you've worked with internal teams to enhance client experiences, ensuring a seamless journey for clients while adhering to FCA regulations.
How to prepare for a job interview at Fram Search
✨Showcase Your Client-Centric Mindset
During the interview, emphasise your commitment to putting clients first. Share specific examples of how you've built long-term relationships and delivered exceptional service in previous roles.
✨Demonstrate Organisational Skills
Be prepared to discuss how you manage client reviews and ensure consistency in your work. Highlight any tools or methods you use to stay organised and punctual, as these are crucial for the role.
✨Emphasise Compliance and Ethical Standards
Make sure to convey your understanding of FCA regulations and the importance of ethical advice. Discuss how you apply Consumer Duty principles in your interactions with clients to build trust.
✨Engage with the Team Approach
Illustrate your collaborative nature by sharing experiences where you worked closely with support teams or colleagues. This will show that you value teamwork and are willing to engage with others to enhance the client journey.
