At a Glance
- Tasks: Help clients achieve financial goals with a client-first approach.
- Company: Reputable financial network focused on career development.
- Benefits: OTE over £50k in Year 1, equity participation, and structured training.
- Other info: Join a supportive culture that values integrity and long-term growth.
- Why this job: Build a meaningful career in wealth management with genuine client relationships.
- Qualifications: CII Level 4 Diploma in Financial Planning or equivalent, early-stage advisory experience.
The predicted salary is between 49500 - 60500 £ per year.
LEVEL 4 DIPLOMA IN FINANCIAL PLANNING (OR 1-2 EXAMS AWAY) REQUIRED
About the job
We’re working with a client to find their next Financial Adviser for a new practice, joining a reputable and well-established network in the UK. This isn’t a “sell products, hit targets, move on” role. Our client builds careers, not headcount and they’re looking for someone who wants to do the same.
What they offer:
- Based in the City of London - office attendance required
- OTE in excess of £50k in Year 1
- Employed role - base salary plus commission/variable compensation
- Equity participation for successful performers
- Structured training, mentoring and long-term career progression
- A genuine trust-based, client-first culture and not a sales floor
Who they’re looking for:
- High integrity, honest and transparent
- Client-first mindset you think in years and decades, not quarters
- Resilient, coachable and hungry to build something real
- Strong communicator with genuine empathy and good judgement
- Comfortable with accountability, targets and responsibility
- At an early stage of your advisory career - newly qualified (CII Level 4 Diploma in Financial Planning or RDR compliant equivalent), typically within your first three years of advising and looking for the right long-term home in which to develop.
They’re not looking for:
- Quick fee focussed or fee chasers
- Poor admin discipline or weak follow through
- Anyone who struggles with feedback or ownership
If you’re serious about building a long-term career in wealth management with a firm that invests in advisers who put clients first we’d like to hear from you.
Financial Adviser 50k GBP+ OTE Year 1 employer: Financial Services Firm
Join a reputable and well-established network in the City of London as a Financial Adviser, where your career is nurtured rather than just filling a position. With a client-first culture, structured training, and genuine opportunities for long-term progression, this role offers a competitive OTE exceeding £50k in Year 1, alongside equity participation for high performers. Embrace a supportive environment that values integrity and accountability, allowing you to build meaningful relationships with clients while developing your advisory skills.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser 50k GBP+ OTE Year 1
✨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 Services Firm. 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 50k GBP+ OTE Year 1
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 Services Firm.
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 Services Firm'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 Services Firm
✨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 Services Firm.
✨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 Services Firm 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 Services Firm 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.
