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- Tasks: Build relationships and provide tailored financial advice to clients.
- Company: Join a well-established, independent financial planning firm with over 20 years of expertise.
- Benefits: Enjoy a salary up to £50k, hybrid working, bonuses, and comprehensive health coverage.
- Why this job: Be part of a growing team that values your professional development and client relationships.
- Qualifications: Chartered status or working towards it is desirable; motivation and relationship-building skills are key.
- Other info: This role offers a supportive environment for personal and business growth.
The predicted salary is between 36000 - 60000 £ per year.
This opportunity is ideal for Financial Advisers who are eager to develop their professional network and play a key role in a growing independent financial planning firm. The business has a strong track record, a clear growth strategy, and provides high-quality support to its advisers.
The firm is looking for a motivated individual who can build lasting relationships with professional partners, take ownership of their own client portfolio, and contribute to the firm’s ambitious expansion plans. Chartered status or working towards is desirable.
This well-established, independent, and Chartered financial planning firm has been providing expert advice for over two decades. With a team of experienced financial planners and a strong infrastructure, the firm supports advisers in growing their client bank while ensuring long-term client relationships. The majority of new business comes through referrals from established professional connections, providing a solid foundation for growth.
As a Financial Adviser, you will:
- Develop and manage relationships with professional introducers to generate new business.
- Provide independent, holistic financial advice tailored to client needs.
- Work towards personal and business growth targets, with full support from the firm.
The Benefits include:
- Salary up to £50k
- Bonus scheme for both new business and Assets under Management
- Hybrid/Remote working
- Company Pension
- Exam support
- Death in service
- Private Medical Insurance
- Critical illness cover
- Holiday days + Christmas closure
If you are looking for a role where you can take ownership of your career while being supported by an established firm, we would love to hear from you. Apply today to learn more about this opportunity.
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend local events, seminars, and workshops to meet potential professional partners who could refer clients to you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with other financial professionals. Share insights and engage in discussions to establish your presence and expertise in the field.
✨Tip Number 3
Consider joining relevant professional associations or groups that focus on financial advising. This can help you gain credibility and access to a network of potential clients and partners.
✨Tip Number 4
Stay updated on industry trends and regulations. Being knowledgeable will not only boost your confidence but also make you a more attractive candidate to potential clients and partners.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and relationship management. Emphasise any achievements that demonstrate your ability to grow a client portfolio or work with professional partners.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific firm. Mention how your values align with their growth strategy and your eagerness to contribute to their ambitious plans.
Highlight Relevant Qualifications: If you have Chartered status or are working towards it, make sure to mention this prominently. Also, include any other relevant qualifications or training that would support your application.
Showcase Your Networking Skills: In your application, provide examples of how you've successfully built relationships with professional partners in the past. This will demonstrate your capability to generate new business as outlined in the job description.
How to prepare for a job interview at Finlink Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you will be advising on. Be prepared to discuss how these can benefit clients and how they align with their needs.
✨Demonstrate Relationship-Building Skills
Since the role involves developing relationships with professional introducers, be ready to share examples of how you've successfully built and maintained professional relationships in the past.
✨Showcase Your Growth Mindset
The firm is looking for someone who can contribute to its ambitious expansion plans. Highlight your previous experiences where you’ve set and achieved personal and business growth targets.
✨Prepare Questions for the Interviewers
Have insightful questions ready about the firm's growth strategy and support for advisers. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.