Financial Advisor

Financial Advisor

Stoke-on-Trent Full-Time 40000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert financial advice on pensions, investments, and protection.
  • Company: Join a thriving business with an excellent reputation in the financial sector.
  • Benefits: Enjoy flexible working options, ongoing training, and uncapped earning potential.
  • Why this job: Maximise your earnings while making a real impact on clients' financial futures.
  • Qualifications: Experience as a Financial Adviser is essential; passion for client care is a must.
  • Other info: Home-based role with support from a dedicated team to help you succeed.

The predicted salary is between 40000 - 60000 £ per year.

£50,000 - £60,000 basic, dependent on experience. Employed role with an uncapped OTE. Home based or remote role, based around North-Midlands and North-West.

Are you an experienced Financial Adviser, keen to join a thriving business who can provide you with a client bank and the support you need to really maximise your earning potential? If you are a talented and passionate Financial Adviser who puts the client’s needs at the heart of everything you do and are committed to exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!

An exciting opportunity to join an established business, with an excellent reputation, in a role that has arisen due to growth. You will benefit from the existing brand reputation, whilst also having the autonomy to grow your client base in the way you really want to.

Giving quality advice on pensions, investments, protection and all aspects of the Wealth Adviser remit, you’ll be supported by a team to really develop your career to the next level and reach your full potential. You will be responsible for managing client enquiries and the advice process end-to-end, with the support of the wider team. You will benefit from both flexible working options and ongoing training.

Financial Advisor employer: Click To Hired

Join a thriving financial advisory firm that prioritises your growth and success. With a strong reputation in the North-Midlands and North-West, we offer a supportive work culture, flexible working options, and ongoing training to help you maximise your earning potential while delivering exceptional client outcomes. This is an excellent opportunity for passionate Financial Advisers looking to make a meaningful impact in their clients' lives.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor

✨Tip Number 1

Network with other financial professionals in your area. Attend local finance events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.

✨Tip Number 2

Research the company thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.

✨Tip Number 3

Prepare to discuss your approach to client management. Be ready to share examples of how you've successfully built and maintained client relationships in the past, as this is crucial for a Financial Adviser role.

✨Tip Number 4

Stay updated on industry trends and regulations. Being knowledgeable about current financial products and market conditions will not only boost your confidence but also impress potential employers during discussions.

We think you need these skills to ace Financial Advisor

Financial Planning
Investment Knowledge
Pension Advisory
Client Relationship Management
Regulatory Compliance
Risk Assessment
Communication Skills
Sales Skills
Customer Service Orientation
Analytical Skills
Problem-Solving Skills
Time Management
Negotiation Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Adviser. Focus on your achievements in client management, financial planning, and any specific qualifications that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to client satisfaction. Mention how your values align with the company's mission and how you can contribute to their growth.

Highlight Relevant Skills: In your application, emphasise skills such as communication, analytical thinking, and customer service. These are crucial for a Financial Adviser role and will demonstrate your suitability for the position.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential in the financial sector.

How to prepare for a job interview at Click To Hired

✨Know Your Financial Products

Make sure you have a solid understanding of the financial products you'll be advising on, such as pensions, investments, and protection. Being able to discuss these confidently will show your expertise and reassure the interviewer of your capability.

✨Demonstrate Client-Centric Approach

Prepare examples that highlight how you've put clients' needs first in your previous roles. This could include specific instances where you went above and beyond to ensure client satisfaction or tailored advice to meet their unique circumstances.

✨Showcase Your Growth Mindset

Since this role offers the opportunity to grow your client base, be ready to discuss how you plan to expand your network and client relationships. Share any strategies you've used in the past to attract new clients and retain existing ones.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's culture, support systems, and growth opportunities. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.

Financial Advisor
Click To Hired
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  • Financial Advisor

    Stoke-on-Trent
    Full-Time
    40000 - 60000 £ / year (est.)

    Application deadline: 2027-07-07

  • C

    Click To Hired

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