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- Tasks: Manage a diverse client portfolio and provide tailored financial advice.
- Company: Join an award-winning, rapidly expanding financial planning firm in Hertfordshire.
- Benefits: Enjoy a salary up to £65,000, bonuses, hybrid working, and professional development.
- Why this job: Accelerate your career with clear progression and a supportive, collaborative culture.
- Qualifications: Experience as a financial adviser is essential; proactive attitude is a must.
- Other info: Immediate client access and potential pathway to partnership.
The predicted salary is between 46800 - 78000 £ per year.
This opportunity is perfect for experienced financial advisers who are looking to accelerate their career within a high-performing, ambitious firm. With a strong support structure, immediate client access, and clear earning potential through salary and bonus, this role offers more than just a stable base—it offers growth. The business is actively developing its next generation of advisers, and for the right person, there’s a genuine pathway to future partnership. If you thrive in a fast-paced, high-growth environment and want to make a meaningful impact, this could be your next move.
This award-winning, rapidly expanding financial planning firm is based in Hertfordshire and recently celebrated its fifth anniversary with the launch of a brand-new office. With strong momentum, they are in the process of acquiring another advisory firm—significantly increasing their client base and creating a need for an additional adviser to join the team. Despite this growth, the culture remains close-knit and collaborative, supported by excellent paraplanning and administrative teams. They’re committed to professional development and delivering exceptional service, offering a well-rounded platform for advisers who want to do their best work.
As a Financial Adviser here, you’ll work with a diverse mix of clients, offering the full spectrum of financial planning advice. From day one, you’ll be handed a portfolio of clients to manage—how many you take on will depend on your experience and preferences. However, the firm is looking for someone proactive: someone who wants to grow their own client base and take advantage of the firm’s strong local presence and referral network. You’ll meet clients both face-to-face and virtually, conduct detailed fact-finds, and provide tailored advice that meets their personal goals and circumstances.
Benefits:
- Salary up to £65,000 + bonus
- Clients available from day one
- Structured training and professional development
- Clear progression path, including the potential to become a partner
- Pension and healthcare benefits
- Hybrid working model
Financial Advisor employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network within the financial services community in Hertfordshire. Attend local events, seminars, or workshops to meet potential clients and industry peers. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Familiarise yourself with the firm's values and culture. Research their recent achievements and client success stories. This knowledge will help you align your approach during interviews and demonstrate your genuine interest in contributing to their growth.
✨Tip Number 3
Prepare to discuss your proactive strategies for client acquisition. Think about how you can leverage the firm’s existing referral network and your own connections to grow your client base. Showing initiative in this area will set you apart from other candidates.
✨Tip Number 4
Highlight your adaptability and experience in hybrid working environments. Be ready to share examples of how you've successfully managed client relationships both face-to-face and virtually, as this role requires flexibility in client interactions.
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. Focus on your achievements, client management skills, and any certifications that align with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how your proactive approach can contribute to their growth and client satisfaction.
Highlight Relevant Skills: In your application, emphasise skills such as client relationship management, financial planning expertise, and your ability to work in a fast-paced environment. Use specific examples to demonstrate these skills.
Showcase Professional Development: Mention any ongoing professional development or training you are undertaking. This shows your commitment to growth and aligns with the firm's focus on developing its advisers.
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'll be advising on. Be prepared to discuss how these can benefit clients and how you would tailor your advice to meet their individual needs.
✨Demonstrate Proactivity
Since the firm is looking for someone who wants to grow their own client base, come prepared with ideas on how you would attract new clients. Share any past experiences where you've successfully built relationships or expanded your client portfolio.
✨Showcase Your Client Management Skills
Be ready to discuss your approach to managing client relationships. Highlight any experience you have in conducting detailed fact-finds and providing tailored advice, as this will be crucial in your role as a Financial Adviser.
✨Emphasise Cultural Fit
The company values a close-knit and collaborative culture. During the interview, express your enthusiasm for teamwork and professional development, and share examples of how you've contributed to a positive team environment in the past.
