Independent Financial Adviser

Independent Financial Adviser

Liverpool Full-Time 65000 - 90000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build and maintain client relationships while seeking new business opportunities.
  • Company: Join a friendly, professional firm backed by industry veterans with decades of experience.
  • Benefits: Enjoy a competitive salary, bonuses, and the flexibility of remote work.
  • Why this job: This is your chance to thrive in a dynamic environment and grow your career.
  • Qualifications: Must have level 4 qualifications and be working towards chartered status.
  • Other info: Exciting growth phase with opportunities for networking and referrals.

The predicted salary is between 65000 - 90000 £ per year.

Superb opportunity to kick start your 2025! We are looking for candidates that hold a minimum of level 4 qualifications vis CII or CISI and in line with RDR. Ideal candidate would be studying towards chartered level. About you, you see an opportunity in every conversation you can build and maintain client relationships and would have a proven track record in this. You will technically brilliant and solution driven. You will be a compliant hunter as in always be looking for referrals and new business but in a compliant and professional way. About the client, a friendly and professional business supported and run by some big industry names with decades of experience. They have generated a successful organic business and have now started to make acquisitions to bolster a client following and build a network of referrals for the advisers. What they offer, base salary from £65,000.00 to £90.000.00 this will depend on individual and experience. Bonuses on top OTE £100,000.00- £135,000.00. This role is fully remote with travel in to London for client meetings. Its a truly exciting time to be joining this firm. JBRP1_UKTJ

Independent Financial Adviser employer: Avenue Recruitment Group LTD

Join a dynamic and supportive team that values your growth as an Independent Financial Adviser. With a competitive base salary and the potential for significant bonuses, this fully remote role offers you the flexibility to thrive while building meaningful client relationships. Benefit from the expertise of industry veterans and a culture that encourages professional development, making it an ideal environment for ambitious advisers looking to excel.
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Contact Detail:

Avenue Recruitment Group LTD Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser

✨Tip Number 1

Make sure to highlight your qualifications clearly during the interview. Since the role requires a minimum of level 4 qualifications, be prepared to discuss how your education aligns with this requirement and how it has equipped you to provide excellent financial advice.

✨Tip Number 2

Demonstrate your client relationship skills by sharing specific examples from your past experiences. Talk about how you've successfully built and maintained relationships, and how these have led to referrals or new business opportunities.

✨Tip Number 3

Showcase your technical knowledge and solution-driven mindset. Be ready to discuss recent trends in the financial industry and how you can apply this knowledge to help clients achieve their financial goals.

✨Tip Number 4

Since this role involves compliance, prepare to talk about your understanding of regulatory requirements and how you ensure that your business practices are compliant while still being proactive in seeking new opportunities.

We think you need these skills to ace Independent Financial Adviser

Level 4 Financial Qualifications (CII or CISI)
Chartered Level Progression
Client Relationship Management
Proven Track Record in Sales
Technical Financial Knowledge
Solution-Oriented Mindset
Compliance Awareness
Referral Generation Skills
Excellent Communication Skills
Networking Abilities
Self-Motivation
Time Management
Adaptability to Remote Work
Understanding of Financial Regulations

Some tips for your application 🫡

Highlight Relevant Qualifications: Make sure to clearly state your level 4 qualifications from CII or CISI in your CV and cover letter. If you are studying towards chartered level, mention this as well to show your commitment to professional development.

Demonstrate Relationship-Building Skills: In your application, provide specific examples of how you have successfully built and maintained client relationships in the past. Use metrics or outcomes to illustrate your proven track record.

Showcase Technical Expertise: Emphasize your technical skills and solution-driven approach in your application. Mention any relevant tools, software, or methodologies you are proficient in that would benefit the role.

Express Compliance Awareness: Discuss your understanding of compliance in the financial advisory space. Highlight any experience you have in maintaining compliance while seeking new business opportunities and referrals.

How to prepare for a job interview at Avenue Recruitment Group LTD

✨Showcase Your Qualifications

Make sure to highlight your level 4 qualifications and any progress towards chartered status. This demonstrates your commitment to professional development and aligns with the company's expectations.

✨Demonstrate Relationship-Building Skills

Prepare examples of how you've successfully built and maintained client relationships in the past. This will show that you can see opportunities in conversations and are capable of fostering long-term connections.

✨Be Solution-Driven

During the interview, focus on your problem-solving abilities. Share specific instances where you provided innovative solutions for clients, showcasing your technical brilliance and solution-oriented mindset.

✨Emphasize Compliance and Professionalism

Discuss your approach to compliance and how you ensure that your business development efforts are both effective and ethical. This is crucial for the role and will resonate well with the company's values.

Independent Financial Adviser
Avenue Recruitment Group LTD
A
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