At a Glance
- Tasks: Manage client portfolios and provide holistic financial advice in a supportive environment.
- Company: Join a respected accountancy practice with a collaborative culture.
- Benefits: Competitive salary, bonus structure, enhanced leave, and healthcare benefits.
- Other info: Enjoy ongoing professional development and a clear path for career progression.
- Why this job: Make a real impact by building long-term client relationships and growing your career.
- Qualifications: Chartered Financial Planner or close, with experience in independent financial advice.
I'm working with a well-established and highly respected accountancy practice that has built a strong reputation for supporting both clients and employees. The business offers a collaborative culture, genuine career development opportunities, and a commitment to delivering exceptional service.
This is a permanent, full time opportunity.
The Opportunity
We are seeking an experienced Chartered (or near-Chartered) Independent Financial Adviser to join our client's established advice business, servicing clients across West Cumbria. These are fully employed roles with some high-quality existing client bank available, complemented by ongoing, structured lead flow. The successful advisers will focus on delivering holistic financial planning, building long-term client relationships, and growing recurring income in a supportive, advice-led environment.
The Role
- Manage and develop an existing portfolio of private clients
- Provide holistic advice across pensions, investments, retirement and protection
- Develop new client relationships from high-quality leads and referrals
- Maintain FCA-compliant advice standards at all times
- Work closely with admin and compliance support
The Person
- Chartered Financial Planner (or actively very close)
- Experienced in independent financial advice
- Client-centric, relationship-led adviser
- Existing client relationships advantageous but not essential
- Comfortable working across a regional / hybrid model
Package & Support
- Competitive basic salary with clear bonus structure
- Existing client bank available
- Consistent, company-generated leads
- Full admin support
- Ongoing CPD and professional development
- All advisers are involved in our quarterly Centralised Investment proposition meeting
- Long-term progression and career security
Benefits
- Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.
- Your Birthday off
- Enrolment into Vitality Plus healthcare on completion of probation.
- Company sick pay
- Give a Day to Charity
Independent Financial Advisor employer: Adecco
Our client in Worthing is an excellent employer, offering a supportive work culture that values teamwork and individual contributions. With competitive pay and flexible hours, employees enjoy a balanced work-life dynamic while having access to growth opportunities within the manufacturing sector. This role as a Kitting Operative not only provides meaningful work but also allows you to be part of a respected organisation committed to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Adecco. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Adecco.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Adecco's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Adecco
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Adecco.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Adecco will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Adecco employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
