Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial advice to high net worth clients and manage their wealth.
- Company: Established national firm with a strong reputation in financial advisory.
- Benefits: Competitive salary, excellent bonuses, and a local client base with no extensive travel.
- Why this job: Join a successful team and make a real difference in clients' financial futures.
- Qualifications: Diploma qualified with experience in regulated financial planning.
- Other info: Opportunity to grow your client bank and earn from new business.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a national firm of financial advisors and wealth managers. They are well established and manage c£2BN of client funds. Clients are High Net Worth and range from private individuals to some of the UK’s largest universities and institutions.
They are looking to expand their successful financial advice team by hiring an additional consultant to deal with client enquiries. They focus on protecting the long‑term value of wealth so ideally require an experienced consultant who understands the full financial planning process.
You must be Diploma qualified and be experienced in offering regulated financial planning advice to individual clients. This is a salaried role and the clients are in the local area so no extensive travel. Excellent bonus on offer in addition to the salary.
A client bank will be provided for the successful candidate. You will also earn on any new business generated from the client bank.
Financial Planning Adviser - All leads provided employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Adviser - All leads provided
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and their approach to financial planning. Be ready to discuss how your experience aligns with their values and how you can contribute to protecting the long-term value of wealth for their clients.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in financial planning during interviews. This will help demonstrate your ability to handle high net worth clients and reassure them that you're the right fit for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed by the right people. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Planning Adviser - All leads provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications, especially your Diploma, and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience with High Net Worth clients and how you can contribute to protecting their wealth.
Showcase Your Expertise: In your application, don’t shy away from showcasing your knowledge of the financial planning process. We want to see how you can apply your expertise to help our clients achieve their financial goals.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with our expanding team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the full financial planning process and be ready to discuss how you've applied this in past roles. They’re looking for someone who can confidently navigate complex financial scenarios, so be prepared with examples.
✨Showcase Your Client Relationship Skills
Since you'll be dealing with High Net Worth clients, it’s crucial to demonstrate your ability to build and maintain strong relationships. Think of specific instances where you've successfully managed client expectations or resolved issues, and be ready to share these stories during the interview.
✨Highlight Your Qualifications
As a Diploma qualified candidate, make sure to emphasise your qualifications and any relevant certifications. Discuss how your education has equipped you to provide regulated financial advice and how it aligns with the firm’s focus on protecting long-term wealth.
✨Prepare Questions About the Role
Come prepared with insightful questions about the role and the company. This shows your genuine interest and helps you assess if the firm is the right fit for you. Ask about their approach to client management or how they support their advisers in generating new business.