Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help high net worth clients achieve their financial goals and manage investments.
- Company: Join a dynamic team focused on delivering exceptional financial advice.
- Benefits: Enjoy a competitive salary, bonuses, and 20 days holiday plus Christmas off.
- Why this job: Be part of a supportive culture with opportunities for growth and networking.
- Qualifications: 5+ years as a Financial Advisor with a degree in business or accountancy.
- Other info: Office-based role with early finishes on Fridays and uncapped earnings potential.
The predicted salary is between 39000 - 100000 £ per year.
-
Dealing with high net worth individuals
-
Meeting clients and discussing their finances and financial goals
-
Researching financial products for clients and explaining their key features and benefits
-
Negotiating better financial deals with providers on a client’s behalf
-
Researching financial law changes and economic trends
-
Reporting their clients financial results and investment progress
-
Supporting investment professionals to cultivate client relationships
-
Office based role with early finish on Friday lunch.
-
Recent experience as a FA with a list of current clients ideally 5 years plus experience.
-
A degree in business management or accountancy services or a level 4 qualification.
-
Excellent customer service and account management experience
-
Good networking skills
-
Strong computer skills and a sound understanding of economics and financial concepts.
-
Competitive Base salary £39K plus bonus
-
Extra 30% bonus on any new business fees
-
5 % discretionary bonus yearly
-
20 days holiday plus Xmas period off.
-
Car parking
-
Supportive colleagues
-
OTE uncapped 100K
Financial Advisor employer: Focus Resourcing
Contact Detail:
Focus Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, and industry contacts to let them know you're looking for a Financial Advisor position. Personal referrals can significantly boost your chances of landing an interview.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings will not only help you in interviews but also demonstrate your commitment to providing the best service to high net worth individuals.
✨Tip Number 3
Practice your negotiation skills. Since negotiating better financial deals is a key part of the role, consider role-playing scenarios with friends or mentors to refine your approach and build confidence.
✨Tip Number 4
Prepare to discuss your previous client relationships and successes in detail. Be ready to share specific examples of how you've helped clients achieve their financial goals, as this will showcase your experience and customer service skills.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, especially your work with high net worth individuals. Include specific examples of how you've met clients' financial goals and any successful negotiations you've conducted.
Craft a Compelling Cover Letter: In your cover letter, emphasize your customer service skills and account management experience. Discuss your understanding of financial products and how you can leverage this knowledge to benefit clients.
Showcase Relevant Qualifications: Clearly state your degree in business management or accountancy services, or your level 4 qualification. Mention any additional certifications or training that enhance your credibility as a Financial Advisor.
Highlight Networking Skills: Since networking is crucial for this role, provide examples of how you've built and maintained client relationships in the past. This could include attending industry events or leveraging social media platforms.
How to prepare for a job interview at Focus Resourcing
✨Showcase Your Client Management Skills
Since the role involves dealing with high net worth individuals, be prepared to discuss your experience in managing client relationships. Highlight specific examples where you successfully met clients' financial goals and how you maintained those relationships over time.
✨Demonstrate Your Financial Knowledge
Research current financial products and recent changes in financial laws or economic trends. Be ready to explain how these factors can impact your clients' investments and financial strategies. This will show that you are proactive and knowledgeable in your field.
✨Prepare for Negotiation Scenarios
Since negotiating better financial deals is a key part of the job, think of past experiences where you successfully negotiated terms on behalf of clients. Practice articulating your approach and the outcomes to demonstrate your negotiation skills.
✨Highlight Your Networking Abilities
Good networking skills are essential for this position. Share examples of how you've built and leveraged your professional network to benefit your clients. This could include referrals, partnerships, or collaborations that enhanced your service offerings.
