Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 development.
- 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 growth.
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 noticed. 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 can lead a team to success. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Quantify your achievements where possible, like how you helped clients achieve their financial goals or improved team performance. We love numbers!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
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 to help clients achieve their goals.
✨Show Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've mentored or developed others. Think about specific situations where you inspired your team to meet targets or improved their performance.
✨Understand Compliance Inside Out
Familiarise yourself with compliance and regulatory standards in the financial services sector. Be ready to discuss how you've ensured adherence to these standards in your previous roles and how you plan to maintain them in this new position.
✨Business Development Mindset
Think about strategies you've used for client acquisition and business development. Be prepared to share innovative ideas on how you can drive growth for the firm and enhance client experiences.