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For Companies At a Glance
- Tasks: Engage with clients through calls and video, managing their financial needs.
- Company: Join a well-established firm focused on client care and support.
- Benefits: Enjoy a competitive salary of £65K plus bonuses and a strong client base.
- Why this job: Perfect for those who value work-life balance and a supportive team culture.
- Qualifications: Must have at least 4 years of experience as a Financial Adviser.
- Other info: This is an office-based role in Bath or Cardiff, ideal for structured environments.
The predicted salary is between 52000 - 78000 £ per year.
Private Client Adviser Opportunities - Bath or Cardiff
An Exciting Role for Service-Oriented Financial Planners
If you're a Financial Planner who thrives on building and maintaining relationships with clients - without the constant pressure of driving new business development - this role could be your perfect fit. Do you enjoy engaging with clients over the phone and through video calls? If so, this opportunity, with a supportive team and a strong client base, is tailor-made for you!
About the Role
Due to sustained growth, we’re helping a well-established partner find talented individuals for the following role:
- Private Client Adviser - Bath or Cardiff - Office Based
Why This Opportunity Stands Out
- Competitive Compensation: £65K base salary plus bonus.
- Immediate Client Base: Start with a strong client bank handed to you on day one, focusing on clients with assets under £250k AUM.
- Structured and Consistent Environment: Office/desk-based role ideal for those who prefer a dependable work structure.
- Service-Oriented Approach: Focus on client care rather than sales. You’ll manage more clients than in traditional models, backed by robust systems and team support.
- Values-Driven Team: Join a dedicated, professional, and supportive team committed to delivering exceptional client outcomes.
Who Will Thrive in This Role?
This opportunity is perfect for Advisers who:
- Excel in structured, professional, and service-oriented environments.
- Have at least 4 years experience as Financial Adviser with CASE.
- Enjoy taking care of clients’ financial needs with care, diligence, and expertise.
If this sounds like the role for you, this could be your chance to join a team that genuinely cares about its clients and values the work-life balance of its staff. Don’t miss this opportunity to grow your career in a supportive and rewarding environment!
Contact Detail:
CFP JOBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Familiarise yourself with the company’s values and mission. During your interactions, whether in interviews or networking, highlight how your personal values align with theirs. This will show that you’re not just a fit for the role, but also for their team culture.
✨Tip Number 2
Prepare to discuss your client management strategies in detail. Since this role focuses on maintaining relationships rather than new business development, be ready to share specific examples of how you've successfully managed client portfolios and addressed their needs.
✨Tip Number 3
Network with current or former employees of the company. Use platforms like LinkedIn to connect and ask about their experiences. This insider knowledge can give you valuable insights into the company culture and expectations, which you can leverage during your application process.
✨Tip Number 4
Demonstrate your commitment to continuous professional development. Mention any relevant certifications or training you've completed, especially those that enhance your service-oriented approach. This shows that you are dedicated to providing the best possible care 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 experience as a Financial Adviser, particularly focusing on your client relationship skills and any relevant qualifications. Emphasise your ability to manage clients' financial needs with care and expertise.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your values align with their service-oriented approach and your desire to work in a structured environment. Use specific examples from your past experience to illustrate your points.
Highlight Relevant Experience: When detailing your work history, focus on your achievements in client management and any experience you have in a similar office-based role. This will demonstrate your suitability for the position and your ability to thrive in a supportive team environment.
Proofread Your Application: Before submitting your application, take the time to proofread all documents. Check for spelling and grammatical errors, and ensure that your information is clear and concise. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at CFP JOBS
✨Showcase Your Client Relationship Skills
Since the role focuses on building and maintaining client relationships, be prepared to discuss your previous experiences in this area. Share specific examples of how you've successfully engaged with clients and addressed their financial needs.
✨Emphasise Your Service-Oriented Approach
Highlight your commitment to client care over sales. Discuss how you prioritise client satisfaction and how this aligns with the company's values-driven team environment.
✨Demonstrate Your Experience
With a requirement of at least 4 years as a Financial Adviser, make sure to detail your relevant experience. Be ready to explain how your background has prepared you for this structured and professional role.
✨Prepare Questions About Team Dynamics
Since the company values a supportive team environment, come prepared with questions about team collaboration and support systems. This shows your interest in being part of a cohesive unit and your understanding of the importance of teamwork in client service.
