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- Tasks: Join a dynamic team as a financial advisor, helping clients with their wealth management.
- Company: A well-established financial advisory firm in Essex with a strong client base since the 1980s.
- Benefits: Enjoy a competitive salary with potential earnings of around £100,000 and administrative support.
- Why this job: This role offers growth opportunities to become a business principal and work with a loyal client base.
- Qualifications: Must be a fully qualified level 4 (or preferably 6) financial advisor with UK sales experience.
- Other info: No need for your own client base; appointments will be managed for you.
The predicted salary is between 60000 - 84000 £ per year.
A very well established wealth & financial advisory practise based in the Essex area, have asked us to search in regard to a truly unique opportunity for an experienced financial advisor. Established back in the 1980's this company have built an incredible client base over the years, offering a full range of financial advice and putting their customers first.
They are now searching for a successful, fully qualified and knowledgeable advisor to join their team at a senior level. The successful applicant will need a good head for business as this role will enable them to grow in a senior capacity with a view to becoming business principal in the medium term. This position will suit someone with the ambition and drive to push one step further than the norm.
You don't have to have your own client base, as you'll have the benefit of a customer base that's been grown organically over 36 years. You will also have administrative staff making appointments for you.
Full package and remuneration will depend on the individual and their needs, but the OTE will be around £100,000 to begin.
Please note: you MUST be a fully level 4 (or preferably 6) qualified financial advisor to be considered for this role. In addition, you must have a demonstrable track record in UK sales of investments and pensions etc.
Contact Detail:
F S People Ltd (Financial Services recruitment specialists) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (Essex)
✨Tip Number 1
Network with other financial advisors in the Essex area. Attend local industry events or join relevant online forums to connect with professionals who may have insights about the company or the role.
✨Tip Number 2
Research the company’s history and client base thoroughly. Understanding their values and how they’ve built their reputation over the years will help you align your approach during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in sales of investments and pensions. Be ready to provide specific examples that demonstrate your track record and how it can benefit the company.
✨Tip Number 4
Show your ambition and drive during the interview process. Discuss your long-term career goals and how you envision growing into a business principal role, as this aligns with what they are looking for.
We think you need these skills to ace Independent Financial Advisor (Essex)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a level 4 (or preferably level 6) financial advisor. Emphasise your experience in UK sales of investments and pensions, showcasing any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and drive. Explain why you are interested in this specific role and how your background aligns with the company's values and client-first approach.
Showcase Your Track Record: In your application, provide specific examples of your past successes in financial advising. Include metrics or outcomes that demonstrate your ability to generate sales and build client relationships.
Highlight Your Business Acumen: Since the role requires a good head for business, mention any relevant experience in strategic planning or business development. Discuss how you can contribute to the growth of the practice and your aspirations to become a business principal.
How to prepare for a job interview at F S People Ltd (Financial Services recruitment specialists)
✨Showcase Your Qualifications
Make sure to highlight your Level 4 or preferably Level 6 qualifications during the interview. Be prepared to discuss how your qualifications have equipped you to provide exceptional financial advice and how they align with the company's standards.
✨Demonstrate Your Sales Experience
Since a track record in UK sales of investments and pensions is crucial, come ready to share specific examples of your past successes. Use metrics and figures to illustrate how you've achieved your sales targets and contributed to previous firms.
✨Understand the Company’s Client Base
Research the company’s history and client base before the interview. Understanding their long-standing relationships and how they’ve built their clientele will help you articulate how you can contribute to maintaining and growing these relationships.
✨Express Your Ambition
This role is aimed at someone with ambition and drive. Be sure to communicate your career goals and how you envision growing into a senior position or business principal. Show them that you're not just looking for a job, but a long-term career path.
