At a Glance
- Tasks: Deliver tailored financial advice and generate new business opportunities.
- Company: Join a high-performing advice team in a dynamic financial environment.
- Benefits: Uncapped commission, competitive salary, and career progression opportunities.
- Other info: Enjoy ongoing professional development and strong lead generation support.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: DIPFA Level 4 qualified with 3+ years of experience in financial advising.
The predicted salary is between 40000 - 50000 € per year.
We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities. You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads.
Key Responsibilities
- Deliver high-quality, compliant financial advice tailored to client needs
- Build and maintain long-term client relationships through trust and performance
- Actively generate new business through referrals, networking, and proactive outreach
- Manage a pipeline of prospective clients and convert leads into completed sales
- Conduct full fact-finds, risk profiling, and suitability assessments
- Recommend appropriate financial solutions including investments, pensions, protection, and planning products
- Ensure all advice is fully compliant with regulatory and company standards
- Work towards and consistently exceed individual revenue and conversion targets
- Maintain accurate records and documentation using CRM systems
Requirements
- DIPFA Level 4 qualified or equivalent qualification
- CAS (Competent Adviser Status) or equivalent regulatory approval
- Minimum 3+ years' experience as a financial advisor or in a regulated advice role
- Strong track record in sales performance and meeting/exceeding targets
- Excellent communication, negotiation, and client engagement skills
- Confident in building and closing a pipeline of new business
- Strong understanding of regulated financial products and suitability requirements
- Highly self-motivated with a proactive, commercial mindset
What We Offer
- Uncapped commission structure with significant earning potential
- Competitive base salary (depending on experience)
- Performance-based incentives and bonuses
- Strong lead generation support (where applicable)
- Career progression opportunities within a growing advice business
- Ongoing professional development and regulatory support
Financial Advisor employer: 2MRW GROUP LIMITED
Join a dynamic and supportive team as a Financial Advisor, where your expertise will be valued and rewarded. With an uncapped commission structure and a competitive base salary, you will have the opportunity to thrive in a target-driven environment while enjoying strong lead generation support and clear pathways for career progression. Our commitment to ongoing professional development ensures that you will continue to grow and excel in your role, making this an excellent place for motivated individuals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advising. Whether it’s through social media posts, blogs, or videos, let people see what you can offer. This not only builds trust but also positions you as a go-to advisor.
✨Tip Number 3
Follow up like a champ! After meeting potential clients or leads, make sure to follow up promptly. A simple email or call can keep you top of mind and show that you’re genuinely interested in helping them with their financial needs.
✨Tip Number 4
Utilise our website for job applications! We’ve got a range of resources and support to help you land that Financial Advisor role. Don’t miss out on the chance to apply directly through us and take the next step in your career!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your sales achievements and any relevant qualifications, like your DIPFA Level 4 or CAS status, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your proactive approach has helped you exceed targets in the past. Make it personal and engaging!
Showcase Your Client Relationship Skills:In your application, emphasise your ability to build long-term client relationships. Share examples of how you've gained trust and delivered tailored advice, as this is key to succeeding in our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at 2MRW GROUP LIMITED
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing. Brush up on investments, pensions, and protection plans. Being able to confidently explain these options will show your expertise and help build trust with the interviewer.
✨Demonstrate Your Sales Skills
Prepare examples of how you've successfully generated leads and closed sales in the past. Use specific metrics to highlight your achievements, like exceeding targets or growing client portfolios. This will showcase your strong sales orientation and ability to thrive in a target-based environment.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Use active listening skills and engage in a two-way conversation. This not only demonstrates your excellent communication skills but also reflects your ability to build long-term client relationships.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to discuss how you ensure your advice meets regulatory standards. Familiarise yourself with relevant regulations and be prepared to share how you maintain accurate records and documentation. This will show that you take compliance seriously and understand its importance in financial advising.
