At a Glance
- Tasks: Manage client portfolios and generate new business through networking and events.
- Company: Established wealth planning practice with a stellar reputation.
- Benefits: Up to £80k salary, bonuses, private medical, and life insurance.
- Other info: Mentorship from top advisers and opportunities for professional development.
- Why this job: Join a supportive team and grow your career in financial advising.
- Qualifications: Diploma qualified with 2-3 years of advising experience.
The predicted salary is between 50000 - 60000 £ per year.
Independent Financial Adviser
Up to £80k basic salary plus bonus
Near Guildford/Godalming
2 - 3 years advising experience needed
Bonuses paid once you've achieved 1.5 x salary in all fees.
My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who live in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business with City professionals, families, retirees, and business owners with a minimum of £500k to invest, with their top customer holding £3m+ to invest.
The Managing Director is seeking to recruit a brand Independent Financial Adviser who is diploma qualified and has at least 2 - 3 years of advising experience with their Competent Adviser status signed off.
Following a recent acquisition (the business targets 1 acquisition per year), this role will be to manage a portion of the existing client bank and then there is an expectation that you will build upon this and generate new business at a steady pace with their existing network of sports clubs, business groups, accountants and solicitors. You will be keen to attend breakfast meetings, conferences, seminars, sponsored networking events amongst others in order to generate new business opportunities.
The role will be office based but you will be actively encouraged to be out and about while gaining mentorship from the Managing Director who is currently the highest billing adviser with the business. If you are sitting any exams towards Chartered status, then the Directors will support you with your studies.
The MD is looking to offer up to £80k basic salary with an attractive bonus scheme and benefits package including Death in service, Private Medical and Life Insurance.
Financial Advisor in Godalming employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Godalming
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Financial Divisions. 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 Advisor in Godalming
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.
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'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
✨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.
✨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 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 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.
