At a Glance
- Tasks: Manage and develop a high-net-worth client bank while providing independent financial advice.
- Company: Join a well-established UK financial advice company with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, excellent bonuses, flexible working options, and comprehensive support.
- Other info: Full paraplanning and admin support provided to help you succeed.
- Why this job: This role offers the chance to work with high-net-worth clients and grow your career in finance.
- Qualifications: A Diploma (Dip PFS) or equivalent and at least 2 years of client servicing experience are required.
The predicted salary is between 57600 - 84000 £ per year.
Job Title: Financial Adviser
Industry: Financial Services
Location: Epsom
Salary: Up to £80,000
Job Ref: 9233
Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Epsom.
Company:
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:Financial Adviser
Managing an existing HNW client bank and dealing with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
·Competitive starting salary up to £80k+
·Existing HNW client bank c£300k+ ongoing fees
·HNW Client leads – Typical clients £300k - £500k to invest
·Excellent bonus schemes - OTE £100k+
·Excellent Benefits: DIS, Flex Bens, Pension
·Flex working - home/office based
·IFA, Paraplanning, Compliance and Administration support
·Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Would suit adviser with atleast 2 years Client Servicing experience
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established Financial Advice firm, offices in Epsom on a Financial Adviser role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Financial Adviser - Surrey - From £80k in Epsom employer: Ferguson Dean
Join a well-established financial advice firm in Epsom, where you will benefit from a competitive salary of up to £80k and an existing high-net-worth client bank. Our supportive work culture prioritises employee growth with comprehensive paraplanning and admin support, flexible working options, and excellent bonus schemes, making it an ideal environment for ambitious Financial Advisers looking to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Surrey - From £80k in Epsom
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ferguson Dean. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser - Surrey - From £80k in Epsom
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ferguson Dean.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ferguson Dean's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ferguson Dean
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ferguson Dean.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ferguson Dean will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ferguson Dean employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
