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- Tasks: Provide tailored financial advice and manage client relationships for wealth management.
- Company: Join a successful financial planning firm in Milton Keynes with an expanding team.
- Benefits: Enjoy competitive salary, flexible working, and ongoing professional development opportunities.
- Why this job: Make a real impact on clients' financial wellbeing in a supportive, collaborative environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial services required.
- Other info: Regular social events and free parking available.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting a Financial Advisor for our successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers. They provide comprehensive financial planning and investment advice to individuals, families, and business owners throughout the country. Integrating all aspects of their clients’ financial lives, including investment management, retirement planning, estate planning, mortgage, protection, and legacy planning. We are seeking an established Wealth Financial Adviser who is both technically skilled and relationship oriented with experience dealing with a wide variety of clients and a personable approach. Role Overview: You will provide holistic financial planning and wealth management advice, tailored to each client’s unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients’ long-term financial wellbeing. Key Responsibilities: * Deliver tailored advice on investments, pensions, IHT planning, protection, estate planning, and broader wealth strategies. * Manage and grow a portfolio of clients, building deep, long-term relationships. * Conduct detailed fact-finding and cashflow modelling to understand clients’ current position and future goals. * Collaborate with our client support team, product providers and other professionals to develop and implement financial plans. * Maintain full compliance with FCA regulations and internal governance procedures. * Actively contributes to firm-wide goals, including cross-referrals, knowledge sharing, and client service excellence. * Engage in business development, client referrals, and professional networking as appropriate. Required Skills & Qualifications * Level 4 Diploma in Regulated Financial Planning (CII or equivalent) * Current Statement of Professional Standing (SPS). * Proven experience advising clients in a regulated financial services environment. * Demonstrated success working with complex financial planning cases across a variety of clients * Strong technical knowledge across pensions, investments, tax planning, and estate planning. * Excellent interpersonal, listening, and relationship management skills. * Strong ethics and client-first mindset; comfortable working in a fee-based, consultative environment. * Proficient in Microsoft Office Suite; experience with CRM, FE analytics, cashflow modelling software. What’s on Offer: * Competitive base salary * Existing client bank with ongoing fee structure * Uncapped potential additional income. * Full administrative and paraplanning support. * Support towards Chartered or Fellowship status. * Opportunity to work with a leading local firm, within a respected network in holistic financial planning. * Discretionary benefits, pension contributions, and flexible/hybrid working arrangements. * A supportive, collaborative high-performance work environment. * Ongoing opportunities for training and professional development. * Regular company social events * Free parking, onsite café
Financial Adviser (Wealth) employer: Aspire Personnel Ltd
Contact Detail:
Aspire Personnel Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Wealth)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management and financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your approach to building long-term client relationships during interviews. Think of specific examples where you've successfully managed client portfolios and how you've tailored your advice to meet their unique needs.
✨Tip Number 4
Showcase your technical skills by being ready to discuss your experience with cashflow modelling and other financial planning tools. Being able to articulate how you've used these tools in past roles can set you apart from other candidates.
We think you need these skills to ace Financial Adviser (Wealth)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and wealth management. Emphasise your Level 4 Diploma in Regulated Financial Planning and any specific achievements in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and relationship management abilities. Mention your experience with complex financial planning cases and how you can contribute to the company's goals.
Showcase Technical Knowledge: In your application, demonstrate your strong technical knowledge across pensions, investments, tax planning, and estate planning. Use specific examples from your past roles to illustrate your expertise.
Highlight Compliance Experience: Mention your familiarity with FCA regulations and internal governance procedures. This will show that you understand the importance of compliance in the financial services industry.
How to prepare for a job interview at Aspire Personnel Ltd
✨Showcase Your Technical Knowledge
As a Financial Adviser, you'll need to demonstrate your strong technical knowledge across pensions, investments, and tax planning. Be prepared to discuss specific cases where you've successfully applied this knowledge to help clients achieve their financial goals.
✨Emphasise Relationship Management Skills
This role requires excellent interpersonal skills. Share examples of how you've built and maintained long-term relationships with clients. Highlight your ability to listen and understand their unique needs, which is crucial for providing tailored advice.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities in complex financial situations. Practice articulating your thought process and the steps you would take to develop a comprehensive financial plan for a hypothetical client.
✨Demonstrate Compliance Awareness
Familiarise yourself with FCA regulations and internal governance procedures. Be ready to discuss how you ensure compliance in your work and how it impacts your approach to client service and financial planning.
