Independent Financial Adviser - Wales

Independent Financial Adviser - Wales

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help advisers grow their businesses and enhance client value.
  • Company: Continuum, a leading independent financial advisory firm.
  • Benefits: Supportive environment with marketing, IT, and compliance assistance.
  • Why this job: Join a top 1% firm and make a real impact in financial advisory.
  • Qualifications: Minimum 2 years' experience and Level 4 Diploma in Financial Planning.
  • Other info: Collaborative culture with excellent growth opportunities.

The predicted salary is between 36000 - 60000 £ per year.

Partnership Growth Coordinator — Focused on helping Advisers grow their Businesses and their Value Earn More. Be Valued. Grow Capital.

Continuum is an Independent financial advisory business and brand created for the modern era. A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire to. Today, the business sits within the top 1% of financial advisory businesses as a result of our approach to delivering a complete service offering to our clients.

Our unique culture is one of high quality, hand‑picked, Independent Financial Advisers collaborating across the UK.

The Continuum Partnership

Continuum is a business that attracts high quality individuals seeking to deliver outstanding service and client outcomes as part of an everyday culture of excellence. As a partner of Continuum you would be supported as a business owner in the day‑to‑day running and growth of your business in a number of ways, including:

  • Clear onboarding process
  • Seamless and Timely Client Migration
  • Lead Generation
  • Central Administration and Paraplanning Teams
  • Practice Buy Out
  • Professional Connections
  • Marketing Support
  • IT Support
  • Regular Partner Growth Workshops
  • Business Consultancy
  • Compliance and Training & Competence Support

Who We’re Looking For

We are seeking experienced, ambitious, and client focussed advisers.

  • Minimum 2 years’ experience in financial advisory
  • Qualified to a minimum of Level 4 Diploma in Financial Planning
  • Passionate about providing independent, whole-of-market advice
  • Excellent communication and interpersonal skills
  • UK Based

Join Continuum — Where You Belong

If you’re ready to take the next step in your financial advisory journey and build a future that’s as rewarding for you as it is for your clients, we’d love to hear from you.

Independent Financial Adviser - Wales employer: Continuum (Financial Services) LLP

Continuum is an exceptional employer for Independent Financial Advisers in Wales, offering a supportive and collaborative work culture that prioritises excellence and client outcomes. With a comprehensive onboarding process, dedicated marketing support, and regular growth workshops, employees are empowered to thrive as business owners while benefiting from a strong network of professional connections. Join us to be part of a top-tier financial advisory firm that values your growth and success.
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Contact Detail:

Continuum (Financial Services) LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser - Wales

✨Tip Number 1

Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.

✨Tip Number 2

Showcase your expertise! Create content that highlights your knowledge in financial advisory. Whether it’s writing articles, sharing insights on social media, or even starting a blog, let potential employers see what you bring to the table. We love seeing candidates who are passionate and knowledgeable!

✨Tip Number 3

Prepare for interviews like it’s game day! Research the company, understand their values, and think about how your experience aligns with their goals. Practice common interview questions and have your own questions ready. Confidence is key, and we want to see you shine!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there. Don’t miss out on your chance to join a top-tier team at Continuum – we’re excited to hear from you!

We think you need these skills to ace Independent Financial Adviser - Wales

Financial Advisory
Client Relationship Management
Level 4 Diploma in Financial Planning
Independent Market Advice
Communication Skills
Interpersonal Skills
Lead Generation
Business Consultancy
Compliance Knowledge
Training & Competence Support
Onboarding Process Management
Client Migration
Marketing Support
Team Collaboration

Some tips for your application 🫡

Show Your Passion: When writing your application, let your passion for financial advisory shine through. We want to see how much you care about providing top-notch service and helping clients achieve their goals.

Tailor Your CV: Make sure your CV is tailored to the role. Highlight your experience and qualifications that align with what we’re looking for, especially your Level 4 Diploma and any relevant achievements in the financial sector.

Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that make it easy for us to see your skills and experience without wading through unnecessary fluff.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Continuum.

How to prepare for a job interview at Continuum (Financial Services) LLP

✨Know Your Stuff

Make sure you brush up on your financial advisory knowledge, especially around the services Continuum offers. Be ready to discuss how your experience aligns with their approach to delivering a complete service offering.

✨Showcase Your Passion

Demonstrate your passion for providing independent, whole-of-market advice. Share specific examples of how you've gone above and beyond for clients in the past, as this will resonate well with their client-focused ethos.

✨Communicate Effectively

Since excellent communication is key, practice articulating your thoughts clearly and confidently. Prepare to engage in a two-way conversation, asking insightful questions about the role and the company culture.

✨Highlight Your Ambition

Continuum is looking for experienced and ambitious advisers, so don’t shy away from discussing your career goals. Talk about how you envision growing your business and contributing to the firm's success, showing that you're a forward-thinker.

Independent Financial Adviser - Wales
Continuum (Financial Services) LLP
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