Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with clients, analyse finances, and create tailored financial plans.
- Company: Join a well-established Independent Financial Advisory in Milton Keynes.
- Benefits: Enjoy a client bank, compliance support, and opportunities for professional growth.
- Why this job: Perfect for friendly individuals aiming for Chartered status in a supportive environment.
- Qualifications: Proven track record in financial advice and a desire to progress professionally.
- Other info: Stay updated on industry changes while maintaining high performance standards.
The predicted salary is between 28800 - 43200 £ per year.
Location - Milton Keynes
We are currently assisting a well-established Independent Financial Advisory in Milton Keynes to recruit their next Financial Adviser to expand their successful team. If you are friendly and approachable, this could be the role for you. They are looking for someone aiming to progress to Chartered status with a proven track record of providing financial advice. The firm offers a client bank, back-office systems, and compliance support.
Responsibilities:
- Contact clients and set up meetings, either in an office, client's home, or business premises.
- Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims.
- Analyze information and prepare tailored financial plans.
- Ensure clients receive relevant documentation promptly.
- Prospect and contact potential clients in line with the firm's business plan.
- Complete risk analyses.
- Collaborate with the technical team to research the marketplace and inform clients about products and services.
- Assist clients in making informed decisions.
- Review and adapt to clients' changing needs and circumstances.
- Meet or exceed commercial targets.
- Stay updated on new products, technical, or legislative changes.
- Comply with the firm's Compliance and Training & Competence Schemes/Procedures.
- Adhere to the Financial Services and Markets Act 2000, FCA's Principles, Rules, and Code of Practice.
- Maintain high performance standards as per Key Performance Indicators.
- Follow relevant advice and sales procedures diligently.
- Keep abreast of regulatory, product, legislative, and technical updates.
- Conduct all client interactions professionally and courteously.
- Ensure client files are compliant and records are securely maintained.
- Obtain sufficient client information before making recommendations.
- Undertake product and market research to support recommendations.
- Make suitable recommendations consistently.
- Maintain all supporting documentation appropriately.
Great benefits are on offer. Please apply if you are suitable for this role.
Financial Adviser - Milton Keynes employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Milton Keynes
✨Tip Number 1
Network with professionals in the financial advisory field, especially those based in Milton Keynes. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the firm you're applying to. This knowledge will not only help you during interviews but also demonstrate your genuine interest in their operations.
✨Tip Number 3
Prepare to discuss your approach to client relationships and how you would tailor financial plans to meet individual needs. Being able to articulate your strategy will show that you understand the importance of personalised service in this role.
✨Tip Number 4
Stay updated on the latest regulatory changes and market trends in the financial sector. Showing that you are proactive about your professional development will impress potential employers and highlight your commitment to the industry.
We think you need these skills to ace Financial Adviser - Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, particularly any achievements related to client management and financial planning. Use specific examples that demonstrate your ability to meet commercial targets and provide tailored financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your goal of achieving Chartered status and how your background aligns with the responsibilities outlined in the job description. Be friendly and approachable in your tone, reflecting the company's culture.
Showcase Relevant Skills: Emphasise skills that are crucial for a Financial Adviser, such as analytical abilities, communication skills, and knowledge of compliance regulations. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advisory field.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your People Skills
As a Financial Adviser, being friendly and approachable is key. During the interview, demonstrate your ability to connect with people by sharing examples of how you've built relationships with clients in the past.
✨Highlight Your Track Record
Make sure to discuss your proven track record in providing financial advice. Prepare specific examples of successful client interactions or financial plans you've developed that led to positive outcomes.
✨Stay Informed About Industry Changes
The financial sector is always evolving, so show that you’re up-to-date with the latest products, regulations, and market trends. Mention any recent changes you've learned about and how they could impact clients.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to discuss your understanding of relevant regulations and procedures. Familiarise yourself with the Financial Services and Markets Act 2000 and the FCA's principles to demonstrate your commitment to compliance.
