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- Tasks: Provide expert financial advice and lead a talented team to success.
- Company: Growing financial advisory firm with a focus on client success.
- Benefits: Competitive salary of £80,000+, plus benefits and career growth.
- Why this job: Shape financial services while inspiring a team and making a real impact.
- Qualifications: Level 4 qualified, with leadership experience in financial services.
- Other info: Home-based role with opportunities for professional development.
The predicted salary is between 72000 - 84000 £ per year.
⭐️ Senior Financial Adviser & Team Lead
📍 Home Based
💰 c.£80,000+ Benefits
Our client is looking for an experienced Senior Financial Adviser & Team Lead to join their growing firm. This is a unique opportunity for someone who can both provide expert financial advice to clients and lead a talented team of advisers to success.
As a Senior Financial Adviser & Team Lead, you’ll combine your passion for helping clients achieve their financial goals with your ability to inspire and manage a team. You’ll play a key role in shaping their financial advisory services, ensuring exceptional client experiences, and driving team performance.
Role & Responsibilities: 📋
- Provide tailored financial advice to a portfolio of clients, covering investments, pensions, insurance, and other financial planning areas.
- Lead, mentor, and develop a team of financial advisers to achieve individual and team targets.
- Oversee compliance and regulatory standards across the team’s activities.
- Drive business development and client acquisition strategies.
- Collaborate with senior management to shape strategic direction and improve advisory processes.
Do you have the following to apply? ✅
- Minimum Level 4 qualified and ideally Chartered or close to achieving.
- Proven experience delivering high-quality financial advice to clients.
- Demonstrated leadership experience, ideally within a financial services environment.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Senior Financial Adviser & Team Lead employer: Clayton Davies
Contact Detail:
Clayton Davies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser & Team Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 interviews by practising common questions and scenarios related to financial advising and team leadership. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your leadership skills! During interviews, share specific examples of how you've mentored or developed team members in the past. This will highlight your ability to inspire and manage a team effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Financial Adviser & Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Financial Adviser & Team Lead role. Highlight your leadership experience and any relevant qualifications to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you’ve successfully led teams in the past. Keep it engaging and personal – we want to get to know you!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve helped clients achieve their financial goals and how you’ve driven team performance.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Clayton Davies
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and insurance. Be ready to discuss how you've provided tailored advice in the past and how you can apply that expertise to help clients achieve their goals.
✨Showcase Your Leadership Skills
As a Senior Financial Adviser & Team Lead, you'll need to demonstrate your ability to lead and mentor a team. Prepare examples of how you've successfully managed teams before, focusing on how you inspired them to meet targets and improve performance.
✨Understand Compliance Inside Out
Since overseeing compliance is part of the role, be prepared to discuss your experience with regulatory standards. Highlight any specific instances where you've ensured compliance within your team or organisation, as this will show you're serious about maintaining high standards.
✨Be Ready for Business Development Talk
This role involves driving client acquisition strategies, so think about how you've contributed to business development in previous roles. Have a few ideas ready on how you could attract new clients and improve advisory processes at the firm.