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For Companies At a Glance
- Tasks: Build strong client relationships and provide tailored financial advice to help achieve their goals.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and a generous pension scheme.
- Other info: Be part of a dynamic team with excellent growth opportunities and a commitment to your development.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial advising and a passion for helping others.
The predicted salary is between 28800 - 48000 £ per year.
A fantastic opportunity for an experienced Financial Adviser to take over an established existing book of business in our Glasgow office.
Purpose of the job
- To help build strong relationships with and grow the revenue from Foster Denovo’s clients in addition to generating new leads and appointments from referrals.
- To be a trusted financial adviser to some of Foster Denovo’s clients. This involves gaining an in-depth understanding of the client’s financial situation, their immediate needs and life goals and working with the paraplanning team to put together financial plans and advice solutions to help clients achieve their goals.
- To recommend, where appropriate, and deliver an outstanding review service to clients to ensure that their financial planning continues to meet their needs taking into account any changes to their circumstances, or changes in economy or legislation.
Job summary
- Act as a trusted Investment Adviser under the Approved Persons Certification regime in accordance with Foster Denovo’s procedures and FSA rules and guidance.
- Ensure all active clients have their annual review meetings which is fully documented.
- Conduct and follow the Foster Denovo Financial Advice process following all service standards, processes and procedures.
- Use cash flow tools, where appropriate, to bring the clients financial situation to life demonstrating the impact and benefit of your advice.
- Work with the paraplanning and Client Experience Administration team to deliver an outstanding advice and service proposition to clients.
- Build relationships with prospective clients for future business purposes with a view to converting prospects into clients.
- Manage and strengthen relationships with introducers and their staff where applicable.
- Ensure all clients files are maintained to Foster Denovo compliance standards.
- Generate new opportunities from client banks or other lead sources.
Key skills and personal attributes
- Personable and able to use initiative.
- Understand the goals and aspirations of clients.
- Understand the ethos, values and Strategy of Foster Denovo.
- Team player.
- Self-starter.
- Energetic in approach.
About us
Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.
What we offer you
- Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.
- Our benefits package includes 25 days holiday (increasing by an additional day per annum up to 30 days).
- Discretionary bonus.
- Foster Denovo will match your personal pension contribution up to a maximum of 7.5%.
- Life assurance of up to 4 x your salary.
- Income protection of 75% of your basic salary in the event of long term sickness.
- Employees can use our financial advisers within the company for any financial advice or knowledge.
- Interest free season tickets loans, eye care and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym and high street retailers).
Financial Adviser employer: Foster Denovo
Contact Detail:
Foster Denovo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events, join local financial groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Be proactive in reaching out to potential clients. Don’t wait for them to come to you; introduce yourself and offer your expertise. A friendly chat can turn into a valuable relationship!
✨Tip Number 3
Showcase your knowledge! Host workshops or webinars on financial planning topics that matter to your target audience. This not only positions you as an expert but also helps you connect with potential clients.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining the Foster Denovo family.
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 with client relationships and financial planning, as these are key to what we’re looking for at Foster Denovo.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share specific examples of how you've helped clients achieve their financial goals and how you align with our values.
Showcase Your Skills: Don’t forget to showcase your interpersonal skills and initiative in your application. We value team players who can build strong relationships with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining the Foster Denovo family!
How to prepare for a job interview at Foster Denovo
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial concepts and tools. Brush up on key metrics and be ready to discuss how you’ve used cash flow tools in past roles to help clients achieve their goals.
✨Build Rapport
Foster Denovo values strong relationships with clients. During the interview, focus on showcasing your personable nature. Share examples of how you've built trust with clients and how you plan to maintain those relationships moving forward.
✨Understand the Company Culture
Familiarise yourself with Foster Denovo’s ethos and core values. Be prepared to discuss how your personal values align with theirs and how you can contribute to their supportive, knowledge-sharing culture.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client situations. Think of specific examples where you’ve successfully navigated challenges or provided exceptional service, and be ready to share these stories.