At a Glance
- Tasks: Advise clients on financial planning and grow your own client base.
- Company: A well-regarded financial planning firm with a supportive culture.
- Benefits: Competitive salary, leads provided, full admin support, and health benefits.
- Other info: Enjoy a structured role with excellent growth opportunities.
- Why this job: Accelerate your career in a high-growth environment while making a real impact.
- Qualifications: Level four qualified with at least 3 years of advisory experience.
The predicted salary is between 55000 - 70000 £ per year.
This opportunity is perfect for experienced financial advisers who have been advising for at least 3 years. If you are looking to accelerate your career within a high-performing, ambitious firm and thrive in a fast-paced, high-growth environment, this could be your next move.
The Business
We’re working with a growing and well-regarded financial planning firm that is looking to appoint experienced Financial Advisers. This is an excellent opportunity for someone who is focused on delivering high-quality advice and building long-term client relationships, with the support and infrastructure to do so effectively. The firm needs an experienced financial adviser to help manage their existing clients based in and around Cambridge. In time, you will also be tasked with growing this client bank by converting opportunities provided to you from the lead generation and business development departments.
The Role
Working as an advisor with this business, you will take on an established client bank of c.130 households. Whilst maintaining these relationships, you will also look to grow the business by converting new business opportunities that are provided. In addition to new business support you will also benefit from full administration and paraplanning support. This structure is designed so that advisers concentrate on spending time with clients and being successful.
Benefits
- Basic salary of £55,000 – £70,000 dependent upon experience
- Leads provided
- Paraplanning / admin support
- Employer pension scheme
- 4 x Death in Service Cover
- Health Cash Plan
- Income Protection scheme
Desired Experience
- Level four qualified
- 3 years experience as an advisor
- Working towards (or having achieved) chartered status is a preference but not essential
If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further.
Financial Adviser employer: Finlink Ltd
Join a dynamic and ambitious financial planning firm in the Cambridge area, where you will have the opportunity to thrive in a supportive environment that prioritises high-quality client relationships. With comprehensive paraplanning and administrative support, as well as a competitive salary and benefits package, this role offers a pathway for professional growth and success in your financial advising career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and how you can add value as a Financial Adviser. Tailor your responses to show how your experience aligns with their needs, especially in managing and growing client relationships.
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to financial advising and how you’ve successfully built long-term client relationships in the past. This is your chance to shine and show them why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of the resources we offer to help you land that dream job.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your experience, especially those 3 years of advising, and showcase any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can help us grow our client base. Keep it engaging and personal – we love a good story!
Showcase Your Client Relationship Skills:Since building long-term client relationships is key, make sure to include examples of how you've successfully managed client portfolios in the past. We’re looking for someone who can connect with clients and provide top-notch advice.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and get in touch with you quickly. Plus, it shows you’re serious about joining our ambitious team!
How to prepare for a job interview at Finlink Ltd
✨Know Your Numbers
As a financial adviser, you’ll need to demonstrate your expertise in financial products and market trends. Brush up on key statistics and recent developments in the financial sector that could impact your clients. This shows you’re not just knowledgeable but also proactive about staying informed.
✨Showcase Client Relationship Skills
Since building long-term client relationships is crucial, prepare examples of how you've successfully managed client portfolios in the past. Be ready to discuss specific strategies you used to maintain and grow these relationships, as this will highlight your suitability for the role.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to demonstrate how you would handle specific client situations. Think through potential challenges you’ve faced and how you resolved them, as well as how you would approach new opportunities presented by the firm.
✨Understand the Firm’s Values
Research the financial planning firm’s mission and values. Be prepared to discuss how your personal values align with theirs and how you can contribute to their goals. This shows that you’re not only interested in the role but also in being a part of their culture.
