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- Tasks: Join our London team as a Financial Advisor, managing client relationships and providing tailored financial advice.
- Company: We are a leading financial advisory firm with over £2 billion in assets under management.
- Benefits: Enjoy a competitive salary, bonus potential, hybrid working, and comprehensive training opportunities.
- Why this job: This role offers growth, a supportive team, and the chance to make a real impact on clients' lives.
- Qualifications: You need a Level 4 Financial Planning Qualification and experience in client acquisition and management.
- Other info: Flexible working options and a focus on professional development make this an exciting opportunity.
Location: London
Salary: £80,000 - £100,000 + Bonus
About Us: We are a well-established financial advisory firm with over £2 billion in assets under management, offering tailored financial planning solutions to a diverse client base. Our firm is committed to providing a supportive, growth-oriented environment where Financial Advisors can thrive, develop, and succeed.
The Role: We are seeking an experienced and ambitious Financial Advisor to join our dynamic London team. This role offers a competitive base salary of £80,000 - £100,000, with bonus potential once 3x validation is achieved. You will have access to an abundance of leads, allowing you to focus on client acquisition and providing high-quality advice. You will be responsible for managing client relationships, delivering financial planning advice, and helping clients meet their wealth management goals. Our comprehensive support includes further training and clear career progression, enabling you to grow both professionally and financially within our organization.
Key Responsibilities:
- Provide holistic financial planning and wealth management advice to clients.
- Manage and grow your client portfolio, with access to a steady stream of qualified leads.
- Build long-term client relationships, offering tailored solutions that meet their individual needs.
- Collaborate with the wider advisory team and support staff to ensure the best outcomes for clients.
- Attend regular training to stay ahead of industry developments and advance your skills.
What We Offer:
- A base salary of £80,000 - £100,000, with an attractive bonus structure following client bank validation (3x).
- Access to a large number of qualified leads, ensuring a steady stream of new clients.
- Further training and career progression opportunities within a company managing over £2 billion in assets.
- A supportive and well-respected team, focused on delivering excellent client service.
- Flexibility to work with a wide range of clients and develop your advisory style.
- Hybrid/Remote working
- Pension
- Private Medical Insurance
- Death In service
Requirements:
- Must hold a Level 4 Financial Planning Qualification (Diploma in Regulated Financial Planning or equivalent).
- Proven track record as a Financial Advisor, with experience in client acquisition and management.
- Strong knowledge of financial planning, investments, pensions, and tax planning.
- Excellent communication and relationship-building skills.
- Self-motivated, with the ability to work both independently and as part of a collaborative team.
How to Apply: Please send your CV and cover letter. We look forward to discussing this exciting opportunity with you.
Financial Advisor employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. Subscribe to relevant financial news outlets and follow thought leaders on social media. This knowledge will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your client acquisition strategies. Think about specific examples where you've successfully built client relationships and how you plan to leverage the leads provided by the firm. This will demonstrate your proactive approach.
✨Tip Number 4
Familiarise yourself with the firm's values and culture. Understanding their commitment to client service and professional development will allow you to tailor your discussions and show that you're a great fit for their team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Advisor. Focus on your qualifications, particularly your Level 4 Financial Planning Qualification, and showcase your track record in client acquisition and management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific reasons why you want to join this financial advisory firm and how your skills align with their needs, especially in providing tailored financial planning solutions.
Highlight Key Skills: Emphasise your strong knowledge of financial planning, investments, pensions, and tax planning in both your CV and cover letter. Use examples from your past experiences to demonstrate your excellent communication and relationship-building skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Financial Planning Qualification and any relevant certifications during the interview. This demonstrates your commitment to the profession and reassures the interviewer of your expertise.
✨Prepare for Client Scenarios
Be ready to discuss specific client scenarios you've handled in the past. This could include how you approached client acquisition or managed a challenging relationship. Real-life examples will showcase your problem-solving skills and experience.
✨Demonstrate Your Knowledge
Brush up on current trends in financial planning, investments, pensions, and tax planning. Being able to discuss these topics confidently will show that you are proactive and knowledgeable, which is crucial for a Financial Advisor role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and support for Financial Advisors. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
