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- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK Independent Financial Advice firm known for its client-focused approach.
- Benefits: Enjoy a competitive salary, excellent bonuses, remote work options, and comprehensive support.
- Why this job: Be part of a progressive firm with a strong reputation and a culture of ongoing learning.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Opportunity for established practice buy-out on exit and consultative marketing support.
The predicted salary is between 50000 - 75000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Newbury 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 Newbury and surrounding areas.
Role: Financial Adviser
Manage an existing book of HNW clients. You will 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: Financial Adviser
- 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: Financial Adviser
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established UK Independent Financial Advice firm based in Newbury on an Independent Financial Adviser role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
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Independent Financial Adviser - Newbury - £50k-£75k employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Newbury - £50k-£75k
✨Tip Number 1
Network with other financial advisers and professionals in the Newbury area. Attend local finance-related events or seminars to meet potential clients and industry peers, which can help you build your reputation and client base.
✨Tip Number 2
Familiarise yourself with the specific financial needs and goals of high-net-worth (HNW) clients. Tailor your approach to demonstrate your understanding of their unique circumstances, which will set you apart from other candidates.
✨Tip Number 3
Showcase your ambition and resourcefulness during interviews by sharing examples of how you've successfully built client relationships in the past. Highlight any innovative strategies you've used to achieve financial independence for your clients.
✨Tip Number 4
Research the firm’s values and client-centric approach thoroughly. Be prepared to discuss how your personal values align with theirs, as this will demonstrate your commitment to their mission and enhance your chances of landing the job.
We think you need these skills to ace Independent Financial Adviser - Newbury - £50k-£75k
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of an Independent Financial Adviser. Familiarise yourself with the skills and experience required, such as client-facing financial advice experience and the Level 4 Diploma in financial advice.
Tailor Your CV: Craft your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your ability to manage HNW clients and your understanding of financial strategies that lead to client independence.
Write a Compelling Cover Letter: Your cover letter should reflect your passion for financial advising and your commitment to client success. Mention specific examples of how you've helped clients achieve their financial goals in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
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 relevant to high-net-worth clients. Be prepared to discuss how these can be tailored to meet individual client needs during the interview.
✨Demonstrate Client-Centric Approach
Showcase your ability to build strong relationships with clients. Prepare examples of how you've successfully managed client expectations and delivered tailored financial strategies in the past.
✨Highlight Your Qualifications
Be ready to discuss your Level 4 Diploma in financial advice, CAS, and SPS. Emphasise how your qualifications equip you to provide expert advice and enhance client trust.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to demonstrate your problem-solving skills. Think about how you would handle various client situations and articulate your thought process clearly.
