At a Glance
- Tasks: Manage client relationships and deliver tailored financial advice.
- Company: Established wealth management practice with a strong reputation.
- Benefits: Competitive salary, full admin support, and ongoing training.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Focus on clients while enjoying comprehensive back-office support.
- Qualifications: Proven experience as a Financial Adviser and Level 4 Diploma.
The predicted salary is between 49500 - 60500 £ per year.
Financial Adviser
Salary
Competitive, depending on experience
Location
Cobham, Surrey
Job Type
- Full-time, Permanent
- A brilliant opportunity for an experienced
Financial Adviser to join a well-established and growing wealth management practice.
The business provides tailored financial advice across investments, retirement and protection planning, mortgages and intergenerational wealth management.
With a strong reputation for delivering excellent client outcomes, the practice offers Advisers the support, infrastructure and autonomy needed to succeed.
The Opportunity
This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing long-term relationships, while benefiting from comprehensive back-office support.
You will be responsible for
- Managing and developing relationships with an existing client bank.
- Identifying new business opportunities within existing client relationships.
- Building and growing your own portfolio of clients.
- Delivering holistic financial advice tailored to individual client needs.
- Developing strong, long-term client relationships.
- Working collaboratively with an experienced support team.
- Ensuring advice is delivered in line with FCA regulations and internal procedures.
- What's on Offer
- Full administration support.
- Dedicated Paraplanning support.
- Lead generation assistance.
- Marketing support.
- Operational support.
- Established advice processes and modern technology.
- Ongoing training and professional development.
- Opportunity to grow and develop within a successful practice.
The strong support structure allows you to spend more time focusing on clients and delivering high-quality advice, without the burden of excessive administration.
About You
To be considered for this opportunity, you will ideally have
- Proven experience as a Financial Adviser.
- Level 4 Diploma in Financial Planning or equivalent.
- Strong relationship-building and client management skills.
- Experience providing holistic financial advice.
- A proactive approach to business development.
- Excellent communication and interpersonal skills.
- The ambition to grow within a progressive and supportive environment.
Experience working within a Partner Practice environment would be advantageous.
This is an excellent opportunity for an experienced Adviser looking to join a growing practice where they can develop their career and focus on delivering exceptional financial advice to clients.
Interested?
If you feel this could be the right opportunity for you and you have the experience we’re looking for, please get in touch today to find out more about the role.
Financial Adviser in Cobham employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Cobham
✨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.
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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 Artemis Recruitment Consultants Ltd Careers. 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 Financial Adviser in Cobham
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 Artemis Recruitment Consultants Ltd Careers.
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 Artemis Recruitment Consultants Ltd Careers'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 Artemis Recruitment Consultants Ltd Careers
✨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 Artemis Recruitment Consultants Ltd Careers.
✨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 Artemis Recruitment Consultants Ltd Careers 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 Artemis Recruitment Consultants Ltd Careers 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.
