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- Tasks: Manage clients and generate new business in a dynamic financial planning environment.
- Company: Boutique wealth planning firm with a focus on growth and client satisfaction.
- Benefits: Competitive salary, bonuses, equity ownership, and hybrid working options.
- Why this job: Join a thriving firm and pave your way to directorship in just 3-5 years.
- Qualifications: Level 4 diploma and 2+ years of advising experience required.
- Other info: Ambitious candidates will thrive in this career-defining opportunity.
The predicted salary is between 60000 - 75000 £ per year.
A boutique financial planning business based in Dorking is seeking a Financial Planner/Adviser on an employed basis. The role involves managing existing clients and generating new business, with an anticipated influx of clients in the coming months.
The firm provides a full suite of advice covering Pensions, Investments, Tax Planning, IHT, Trusts, and some Protections to high-net-worth retirees, families, and City professionals across Surrey, Sussex, Hampshire, and some based in London. The firm's funds/assets under management have doubled in the last 12 months, now at approximately £170m AUM.
Key responsibilities include:
- Conducting annual reviews
- Initial meetings with prospective clients
- Building upon the influx of business
Applicants must hold a level 4 diploma and have a minimum of 2 years of advising experience. While working towards chartered status is ideal, it is not essential. The Director is looking for a successor to take on a Directorship role and run the business in 5 years' time.
The salary offered is between £60k - £75k, depending on experience, along with an attractive benefits package and a career-defining opportunity.
If you are interested in this or any other Adviser roles, please get in touch.
Financial Advisor in Dorking employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Dorking
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join online forums, and don’t be shy about reaching out to potential mentors or colleagues. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your expertise! When you meet potential clients or employers, be ready to discuss your experience and knowledge in pensions, investments, and tax planning. Share success stories that highlight your skills and how you can add value to their business.
✨Tip Number 3
Follow up after meetings! If you've had a chat with someone about a role or opportunity, drop them a quick email thanking them for their time and reiterating your interest. It keeps you fresh in their mind and shows you're genuinely keen on the position.
✨Tip Number 4
Apply through our website! We’ve got loads of great opportunities waiting for you. By applying directly, you’ll get noticed quicker and can showcase your enthusiasm for the role. Plus, it’s a great way to stay updated on new openings tailored to your skills.
We think you need these skills to ace Financial Advisor in Dorking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your level 4 diploma and any relevant advising experience, as well as your ambition to grow within the company.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this boutique financial planning business. Share your passion for wealth management and how you plan to contribute to the team's growth and success.
Showcase Your Client Management Skills: Since you'll be managing existing clients and generating new business, make sure to include examples of how you've successfully built relationships and provided excellent service in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Advisor, you’ll need to demonstrate your understanding of financial metrics. Brush up on key figures related to pensions, investments, and tax planning. Be ready to discuss how you've managed client portfolios and the results you've achieved.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed existing clients and generated new business. Highlight your experience with annual reviews and initial meetings, as this will be crucial for the role. Use specific anecdotes to illustrate your approach and success.
✨Demonstrate Ambition and Vision
The Director is looking for someone who can eventually take over the business. Share your career aspirations and how you see yourself growing within the company. Discuss your plans for achieving chartered status and how that aligns with the firm's future.
✨Research the Company Culture
Understanding the boutique nature of the firm is key. Familiarise yourself with their values and client base. This will help you tailor your responses and show that you’re a good fit for their team and culture, especially in a hybrid working environment.