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- Tasks: Provide client-focused financial advice and manage an existing client bank.
- Company: Join Concept Financial Services, part of The Openwork Partnership.
- Benefits: Basic salary of £35,000 with OTE earnings of £50-60k, hybrid working, and professional development.
- Other info: Be part of a supportive team with excellent growth opportunities and community involvement.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven financial advice experience.
The predicted salary is between 35000 - 35000 £ per year.
This is an employed role, based in the Midlands area.
What’s in it for you?
- A basic salary of £35,000 depending on experience with OTE earnings of circa £50-60k
- All leads provided
- Commission Structure based on new clients and existing servicing bank
- A hybrid working set up based out of Concepts office with a collaborative team always on hand to help
Are you an experienced Financial Adviser based in the Midlands looking for a new place to call home with a provided client bank? Concept Financial Services are recruiting a servicing Financial Adviser to join their existing team to help continue the first-class service they provide their clients. As an employed adviser you will be responsible for delivering compliant, client-focused financial advice to an established portfolio, across pensions, investments, and protection. If you are passionate about helping people, then you’re who we want to talk to.
Responsibilities of the role:
- Provide regulated financial advice in line with Concept and The Openwork Partnership
- Manage and service an existing client bank, conducting annual reviews and maintaining ongoing client relationships.
- Deliver holistic financial planning advice across pensions, investments, and protection.
- Identify additional advice opportunities within the client base and via referrals.
- Ensure all advice is compliant, well-documented, and aligned with Consumer Duty obligations.
- Maintain accurate and up-to-date client records within our CRM and back-office systems.
- Contribute to the firm’s wider business objectives through consistent delivery and professional conduct.
This role would suit you if you’re experienced, keen to learn and grow & haven’t found that place to call home. If you’re an experienced adviser wanting a change or if you don’t have the support where you are and want to grow, then this is a role for you.
What you’ll need to succeed:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - this is essential.
- Proven track record of providing financial advice
- A customer focused attitude
- Excellent organisational skills
- Excellent communication skills, both verbal and written
Why us?
Concept Financial Services are part of The Openwork Partnership, who are one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital, and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers, and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Financial Adviser employer: Concept Financial Services
Contact Detail:
Concept Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and connect with other financial advisers and industry professionals. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info about job openings!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and success stories. Share specific examples of how you've helped clients achieve their financial goals. This will show them you’re not just qualified, but passionate about what you do!
✨Prepare for the Interview
Do your homework on Concept Financial Services and The Openwork Partnership. Understand their values and how they operate. Prepare questions that show you’re genuinely interested in their approach to client service and team collaboration. This will set you apart from other candidates!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and really keen on joining our team. Let’s make this happen together!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in providing financial advice and managing client relationships, as these are key for us at Concept Financial Services.
Craft a Compelling Cover Letter: Your cover letter should reflect your passion for helping people and your commitment to delivering compliant, client-focused financial advice. Let us know why you want to join our team and how you can contribute!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Regulated Financial Planning or equivalent. This is essential for us, so make it stand out in your application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our collaborative team!
How to prepare for a job interview at Concept Financial Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and protection. Be ready to discuss your previous experiences and how they relate to the role. This shows you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Client Focus
Since this role is all about delivering client-focused advice, prepare examples of how you've successfully managed client relationships in the past. Highlight any instances where you've gone above and beyond to meet client needs – it’ll show you’re passionate about helping people.
✨Be Organised
Demonstrate your organisational skills by discussing how you manage your client records and ensure compliance. Mention any tools or systems you use to keep everything in check, as this will resonate well with their emphasis on maintaining accurate client records.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if Concept Financial Services is the right fit for you.