At a Glance
- Tasks: Manage an established client portfolio and build long-term relationships.
- Company: Ambitious financial advice business with a strong nationwide reputation.
- Benefits: Competitive salary, revenue bonus, car allowance, and flexible working options.
- Other info: Enjoy structured training, mentoring support, and a supportive work environment.
- Why this job: Join a top-100 firm and make a real impact in clients' financial journeys.
- Qualifications: At least 2 years as a financial adviser with Competent Adviser Status.
The predicted salary is between 50000 - 65000 £ per year.
Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.
About the role
This is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client’s Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.
What we're looking for:
- At least 2 years’ experience as a financial adviser and Competent Adviser Status (CAS)
- A current Statement of Professional Standing (SPS)
- Good IT skills and confidence using digital systems
- The ability to work from home or from your own office
- Strong self-management, organisation, and relationship-building skills
- A client-focused approach and the ability to support and grow an ongoing business model
- A positive attitude towards compliance, structure, and professional standards
- A genuine appreciation for quality, professionalism, and delivering added value to clients
- A forward-thinking mindset and openness to change
- High personal standards, ambition, and a drive to achieve goals
What you'll get in return:
- Competitive salary and revenue bonus
- Car allowance plus mileage allowance
- Mobile phone, laptop and full home office set up
- A unique payment structure linked to an existing agency business
- The opportunity to inherit an established adviser agency after a transition period
- Flexible working, including home-based working
- Structured induction, training, and mentoring support
- Helpdesk and operational support to help you succeed
- Secure business networking and communication tools
- A client-focused website and quality branded materials
- Compliance support and protection
Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.
Independent Financial adviser in Stirling employer: CFP JOBS
Our client is an exceptional employer, offering a competitive salary and revenue bonus alongside a unique payment structure linked to an established adviser agency. With a strong focus on employee growth, they provide comprehensive training, mentoring support, and flexible working options, fostering a positive work culture that values professionalism and client satisfaction. Joining this ambitious financial advice business means being part of a nationwide team recognised for its commitment to delivering outstanding service and building long-term client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial adviser in Stirling
✨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 new opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles about financial advice topics. This not only positions you as a thought leader but also helps you connect with potential clients and employers who value your insights.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to engage with industry groups, share your achievements, and connect with recruiters. It’s a great way to get noticed by firms looking for talented advisers.
✨Tip Number 4
Apply through our website! We’ve got a dedicated section for job seekers where you can find tailored opportunities. Plus, it shows you’re serious about joining a firm that values quality and professionalism in financial advice.
We think you need these skills to ace Independent Financial adviser in Stirling
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a financial adviser. Focus on your achievements, especially those that align with the role's requirements, like client relationship management and compliance.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial advising and how your skills can contribute to our client's success. Don’t forget to mention your positive attitude towards compliance and professionalism.
Showcase Your Digital Skills:Since good IT skills are a must, make sure to mention any relevant digital tools or systems you’re familiar with. This will show us that you’re ready to hit the ground running in a tech-savvy environment.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at CFP JOBS
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specifics of the role. Understand the client portfolio you'll be managing and be ready to discuss how you can add value to it. This shows you're not just interested in the job, but that you’re genuinely invested in helping clients succeed.
✨Showcase Your Experience
With at least 2 years as a financial adviser, you’ve got the experience they’re looking for. Prepare examples of how you've successfully managed client relationships and met targets in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Demonstrate Your Digital Savvy
Since good IT skills are a must, be ready to talk about the digital systems you’ve used in previous roles. If you have experience with specific financial software or tools, mention them. This will show that you can hit the ground running and adapt to their systems quickly.
✨Emphasise Your Client-Focused Approach
This role is all about building long-term relationships, so highlight your client-focused mindset. Share stories that illustrate your commitment to delivering exceptional service and how you’ve gone above and beyond for clients in the past. This will resonate well with their values.
