At a Glance
- Tasks: Manage and grow a client bank while delivering holistic financial planning advice.
- Company: Established Chartered financial planning firm with a focus on quality advice.
- Benefits: Competitive salary, bonus opportunities, hybrid working, and support towards Chartered status.
- Other info: Clear progression opportunities and potential for share options in the business.
- Why this job: Take ownership of a client portfolio and build long-term relationships for real impact.
- Qualifications: Level 4 Diploma qualified with 2+ years of experience as a Financial Adviser.
The predicted salary is between 49500 - 60500 £ per year.
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further.
This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing.
You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.
As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million.
The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth.
This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.
- Key elements of the Financial Adviser role include
- Managing and developing an existing client bank
- Delivering holistic financial planning advice
- Identifying new business and referral opportunities
- Building strong, long term client relationships
- Becoming a key part of the firms future adviser population
There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.
- Financial Adviser Requirements
- Level 4 Diploma qualified is essential
- 2+ years experience as a practising Financial Adviser is essential
- Proven ability to manage and grow client relationships
- Strong investment and retirement planning experience
- Comfortable leading client meetings independently
- The Company
This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.
- Financial Adviser Benefits
- Employed or self employed options available
- Salary of £50,000+ (Depending on Experience) with an OTE of £75,000+
- Bonus on all new business
- Death in service benefit and private medical cover
- Enhanced pension contributions
- Share option scheme for long term commitment
- Full support towards Chartered status
- Hybrid working with autonomy over diary management
- Location
Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week.
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Financial Advisor employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨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 FM JOBS LIMITED. 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
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 FM JOBS LIMITED.
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 FM JOBS LIMITED'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 FM JOBS LIMITED
✨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 FM JOBS LIMITED.
✨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 FM JOBS LIMITED 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 FM JOBS LIMITED 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.
