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For Companies At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Respected financial planning business in East Anglia with a growing team.
- Benefits: Competitive salary, bonus, company car, pension scheme, and comprehensive support.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: 5+ years of experience in regulated financial advice and strong technical knowledge.
- Other info: Enjoy full paraplanning support and excellent career development opportunities.
The predicted salary is between 60000 - 84000 £ per year.
We are working with a respected and well-established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You will inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.
What you will be doing as Financial Adviser:
- Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships
- Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning
- Working closely with in-house technical and compliance support to maintain high professional standards
- Identifying new advice opportunities through referrals, networking and professional connections
What we are looking for as Financial Adviser:
- Proven experience providing regulated advice in a client-facing role (ideally 5+ years)
- Strong technical knowledge across pensions, investments and tax-efficient planning
- A confident relationship-builder with a client-first mindset
- Proactive and commercially driven, comfortable generating new business through connections and referrals
What is on offer:
- Salary £75,000 - £100,000 (depending on experience) + discretionary annual bonus
- Company car or car allowance
- Pension scheme, life assurance and a strong benefits package
- Full paraplanning and admin support
Independent Financial Adviser in London employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in London
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial professionals. Building relationships can lead to referrals and new opportunities, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning topics that resonate with your target audience. This not only builds your personal brand but also attracts potential clients who value your knowledge.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your approach to show how your experience aligns with their values and client-first mindset. We want you to shine and demonstrate why you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Independent Financial Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and technical knowledge in financial planning to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your proactive approach has helped you build strong client relationships in the past.
Showcase Your Achievements: Don’t just list your responsibilities; share specific achievements that demonstrate your ability to generate new business and provide excellent advice. Numbers and examples can really make your application stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Employment Specialists Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient planning. Be ready to discuss specific cases or scenarios where you've successfully provided advice, as this will show your expertise and confidence.
✨Client-Centric Mindset
Since the role is all about building relationships, think of examples that highlight your client-first approach. Prepare to share how you've developed strong connections with clients in the past and how you plan to do the same in this new role.
✨Show Your Proactivity
Be prepared to discuss how you've generated new business through referrals and networking. Think of specific strategies you've used to identify new advice opportunities and be ready to share these during the interview.
✨Engage with the Team
Since you'll be working closely with paraplanning and compliance support, show your enthusiasm for collaboration. Ask questions about their processes and how you can work together to maintain high professional standards, which will demonstrate your commitment to teamwork.
