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- Tasks: Join a growing team as an Independent Financial Adviser, managing your own client base.
- Company: A respected financial adviser firm in central Glasgow with a strong ethical foundation.
- Benefits: Enjoy flexible working hours and full administrative support to help you thrive.
- Why this job: Be part of a rapidly growing company and influence its future direction.
- Qualifications: Must have diploma 4 qualification, CAS status, and proven relationship management experience.
- Other info: This is a rare opportunity to join during an exciting growth phase.
The predicted salary is between 36000 - 60000 £ 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
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 research the company culture and values of the financial adviser firm. Understanding their ethical approach and commitment to client service will help you align your responses during the interview.
✨Tip Number 2
Prepare specific examples from your past experience that demonstrate your relationship management skills and how you've successfully retained clients. This will showcase your ability to fit into their team and contribute to their growth.
✨Tip Number 3
Since they value flexibility, think about how you can manage your own diary effectively. Be ready to discuss your strategies for balancing client needs with your own schedule during the interview.
✨Tip Number 4
Show your passion for the financial advice industry by staying updated on market trends and regulations. This knowledge will not only impress them but also demonstrate your commitment to going the extra mile for clients.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, especially your diploma 4 and CAS status. Emphasize your experience in relationship management and client retention, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your commitment to going the extra mile for clients. Mention how your values align with the company's ethical approach and culture.
Showcase Relevant Experience: In your application, provide specific examples of your previous work in whole of market financial advice. Highlight any achievements in client retention and business development to demonstrate your capability.
Express Enthusiasm for the Role: Convey your excitement about joining a growing team and contributing to the company's direction. Make it clear that you understand the importance of work/life balance and are looking for a flexible working environment.
How to prepare for a job interview at Avenue Recruitment Group LTD
✨Show Your Passion for Ethical Advising
Make sure to express your commitment to ethical advising during the interview. Share examples of how you've gone the extra mile for clients in the past, as this aligns with the company's values.
✨Demonstrate Relationship Management Skills
Prepare to discuss your experience in relationship management. Highlight specific instances where you've successfully retained clients or built strong relationships, as this is crucial for the role.
✨Be Ready to Discuss Your Qualifications
Since a diploma 4 qualification and CAS status are required, be prepared to talk about your educational background and how it has equipped you for this position. Bring any relevant certifications to the interview.
✨Emphasize Flexibility and Independence
The role offers flexibility in managing your own diary, so convey your ability to work independently and adapt to different client needs. Share examples of how you've successfully managed your time and priorities in previous roles.
