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- 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 performance-based bonuses.
- Other info: Great career progression and ongoing professional development opportunities.
- 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.
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
- 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
- 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
Contact Detail:
2mrw Group Recruiting Team
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 is key to generating new business opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advice. Whether it’s through social media posts, blogs, or webinars, let people see you as the go-to expert. This will help you attract clients who trust your insights.
✨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 loads of resources to help you land that Financial Advisor role. Check out our tips and tools to enhance your job search and make your application stand out from the crowd.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Financial Advisor. We want to see how your skills align with the key responsibilities mentioned in the job description, so don’t hold back on showcasing your sales achievements!
Showcase Your Compliance Knowledge: Since compliance is crucial in this role, be sure to mention any relevant qualifications like DIPFA Level 4 or CAS. We’re looking for someone who understands the importance of delivering compliant financial advice, so let us know how you’ve done this in your previous roles.
Highlight Your Client Relationship Skills: Building long-term client relationships is key for us. Share examples of how you've successfully engaged with clients and maintained trust over time. This will help us see your ability to connect and convert leads into sales.
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’re considered for the role. Plus, it shows us you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at 2mrw Group
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing in the interview. Brush up on investments, pensions, and protection plans. Being able to confidently explain these products will show your expertise and help you connect with the interviewers.
✨Showcase Your Sales Success
Prepare specific examples of how you've met or exceeded sales targets in your previous roles. Use metrics to quantify your success, like percentage increases in sales or number of new clients acquired. This will demonstrate your strong sales orientation and ability to generate new business.
✨Build Rapport with Interviewers
Remember, building long-term client relationships is key in this role. Practice your communication skills and be personable during the interview. Show genuine interest in the interviewers and their experiences, as this will reflect your ability to engage with clients effectively.
✨Prepare for Compliance Questions
Since compliance is crucial in financial advising, be ready to discuss how you ensure your advice meets regulatory standards. Familiarise yourself with relevant regulations and think of examples where you've navigated compliance challenges successfully.