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For Companies At a Glance
- Tasks: Become a Financial Advisor, providing tailored financial advice and building client relationships.
- Company: Join one of the UK's top Wealth Management firms with a focus on high-net-worth clients.
- Benefits: Enjoy remote work, flexible hours, and a £34,200 tax-free support package during training.
- Why this job: Launch your finance career with industry-leading training and make a real impact on clients' futures.
- Qualifications: Ideal for driven individuals ready to commit, with strong communication skills and a knack for numbers.
- Other info: Access a full marketing suite and receive expert mentoring throughout your journey.
The predicted salary is between 20400 - 40800 £ 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 | 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?
- Join our client’s prestigious 18-month Financial Advisor Academy where you’ll:
- Gain the 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 DipPFS qualified? A funded, 13-week 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
As a future Independent Financial Advisor, you will:
- 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
This opportunity is perfect for career changers who are:
- 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.
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 actively within the finance community. Attend local finance events, webinars, and workshops to meet potential mentors and peers who can provide insights and connections that may lead to job opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your interest in finance. Share relevant articles, engage with industry leaders, and connect with professionals in wealth management to increase your visibility.
✨Tip Number 3
Consider reaching out directly to current Financial Advisors for informational interviews. This can give you a clearer understanding of the role and help you build relationships that could lead to job referrals.
✨Tip Number 4
Stay updated on financial regulations and market trends. Being knowledgeable about current events in finance will not only prepare you for interviews but also demonstrate your commitment to the field.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of a Financial Advisor. Emphasise any previous experience in finance, customer service, or sales, and showcase your ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for finance and your desire to help clients achieve their financial goals. Mention why you are interested in this specific opportunity and how you can contribute to the company's success.
Highlight Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, provide examples of how you've successfully communicated complex information in the past, whether in a professional or personal context.
Show Enthusiasm for Learning: Since this role involves training and gaining qualifications, express your eagerness to learn and grow within the industry. Mention any relevant courses or certifications you have completed or plan to pursue.
How to prepare for a job interview at Davies Talent Solutions
✨Research the Company
Before your interview, take some time to learn about the wealth management firm. Understand their values, services, and target clients. This knowledge will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to financial planning, client relationships, and your motivation for becoming a Financial Advisor. Practising your responses will help you feel more confident and articulate during the interview.
✨Showcase Your Communication Skills
As a Financial Advisor, strong communication is key. During the interview, demonstrate your ability to explain complex financial concepts clearly and engage with the interviewer. Use examples from your past experiences to illustrate your points.
✨Highlight Your Networking Abilities
Since building a client base is crucial, be prepared to discuss your networking strategies. Share any relevant experiences where you've successfully connected with potential clients or built professional relationships.
