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For Companies At a Glance
- Tasks: Deliver tailored financial advice and build lasting client relationships.
- Company: Join a top UK Wealth Management firm with a supportive culture.
- Benefits: Earn while you learn with a non-taxable support package and flexible hours.
- Why this job: Launch your finance career with industry-leading training and real impact.
- Qualifications: Driven individuals ready to commit to a long-term career in finance.
- Other info: Access expert mentoring and a full marketing suite to grow your business.
The predicted salary is between 34200 - 34200 £ per year.
Launch Your Career in Finance – Become a Financial Advisor
Earn While You Learn | Fully Remote | £34,200 Tax Free Support Package Over 18 Months or £26,700 Over 13 Months for Qualified Students | Industry-Leading Training
Are you ready to pivot into a rewarding new career in finance? Want to build your own business, gain professional qualifications, and earn as you learn? This is your opportunity to join an award-winning Wealth Management firm and take the first step toward becoming a successful Financial Advisor.
What’s on Offer?
- Gain CII Level 4 Diploma in Regulated Financial Planning
- Receive expert training, mentoring, and coaching
- Build your own client base with 100 warm enquiries in your first year
- Work fully remotely with flexible hours
- Earn a non-taxable support package of £34,200 during training
- Access a full marketing suite, including social media training and sales tools
Already have an RDR complaint Level 4 Diploma from the CII, LIBF or CISI? A funded, 13-month bridging programme is available to give you the skills you need to launch your career as a financial adviser.
About the Company
Our client is one of the UK’s top Wealth Management firms, serving high-net-worth individuals and businesses with a wide range of financial products including:
- Investment Portfolios & Bonds
- Pensions & ISAs
- Estate Planning & Financial Advisory Services
Your Role
- Deliver tailored advice on investments, pensions, and estate planning
- Build lasting relationships with clients through regular reviews
- Create personalised financial plans aligned with client goals
- Stay up to date with market trends and regulatory changes
- Grow your client base through networking and referrals
Who We’re Looking For
- Mature, driven, and ready to commit to a long‑term career path
- Excited to start their own business with full backing and support
- Strong communicators with a natural ability to connect with people
- Comfortable with numbers and eager to learn new systems
- Already have (or can build) a network of potential clients
Why This Could Be Your Perfect Next Step
- National retirement plan
- Free access to all company sales aids and brochures
- Be part of a supportive, high‑performance culture
- Make a real difference in people’s financial futures
Ready to take the leap?
Apply now and start your journey toward a fulfilling, flexible, and financially rewarding career in Wealth Management.
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Financial Advisor employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential mentors. The more connections you make, the better your chances of landing that Financial Advisor role.
✨Tip Number 2
Show off your skills! Create a personal brand on social media that highlights your knowledge in finance. Share insights, articles, and tips related to financial planning. This not only showcases your expertise but also attracts potential clients and employers.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common scenarios you might face as a Financial Advisor. This will help you articulate your thoughts clearly and confidently when discussing how you can help clients achieve their financial goals.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to kickstart your career in finance. Plus, applying directly gives you a better chance of standing out and getting noticed by hiring managers.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight any relevant qualifications, especially if you have a Level 4 Diploma or experience in finance.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for finance and why you want to join our award-winning team. Be genuine and let your personality come through.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate how you've effectively connected with clients or colleagues in the past. This will show us you're ready to build those lasting relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Davies Talent Solutions
✨Know Your Financial Stuff
Brush up on your knowledge of financial products like investments, pensions, and estate planning. Being able to discuss these topics confidently will show the interviewer that you're serious about becoming a Financial Advisor.
✨Showcase Your Communication Skills
As a Financial Advisor, you'll need to connect with clients easily. Practice explaining complex financial concepts in simple terms. This will demonstrate your ability to build relationships and tailor advice to individual needs.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, training programmes, and client management strategies. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Highlight Your Networking Abilities
Since building a client base is crucial, be ready to discuss your networking experience. Share examples of how you've successfully connected with people in the past, as this will illustrate your potential to grow your client base.
