At a Glance
- Tasks: Manage and grow a client portfolio while inheriting substantial recurring fee income.
- Company: Established local practice within a respected national wealth management group.
- Benefits: Competitive salary, profit share, and comprehensive benefits package.
- Other info: Supportive environment with potential for career advancement and professional growth.
- Why this job: Seize the opportunity to build lasting client relationships and grow your career.
- Qualifications: Experience in financial advising and strong relationship management skills.
The predicted salary is between 44775 - 54725 £ per year.
For the right adviser, this represents one of the more straightforward propositions currently on the market in the South West the chance to inherit between £100,000 and £200,000 of recurring fee income from a retiring colleague and build from there.
Learn more about the general tasks related to this opportunity below, as well as required skills.
Based in Sidmouth on the Devon coast, this is an office that sits within a substantial and well-regarded national wealth management group but operates with the feel of an established local practice.
The client base has been carefully built over many years, and the transition is being handled with the care and planning that long-standing client relationships deserve.
The role will suit an experienced adviser who is confident taking ownership of an existing book, has the temperament to maintain and deepen those relationships, and the ambition to grow beyond them.
For the right person there is scope for a broader role within the office over time.
Paraplanning and administration support is provided through the group's national infrastructure, leaving advisers free to concentrate on clients.
Whole of market product access, Chartered status at group level and a strong centralised proposition all add up to a platform that is straightforward to take to market.
The validation structure offers a measured and accessible entry point, phasing up gradually over the first two years before settling at the standard rate. xgikmsk A profit share scheme sits on top of the base salary, with the potential to earn up to three times annual salary over a five-year cycle, alongside a strong wider benefits package.
Chartered Financial Planner status will attract a salary of up to £80,000.
Non-chartered candidates with strong relevant experience will be considered at £65,000 to £70,000.
Salary: up to £80,000 depending on qualifications and experience, plus profit share and benefits
...
Independent Financial Adviser - Sidmouth, Devon - Up to £80,000 employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser - Sidmouth, Devon - Up to £80,000
✨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 Financial Divisions Careers. 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 Independent Financial Adviser - Sidmouth, Devon - Up to £80,000
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 Financial Divisions Careers.
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 Financial Divisions Careers'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 Financial Divisions Careers
✨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 Financial Divisions Careers.
✨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 Financial Divisions Careers 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 Financial Divisions Careers 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.
