At a Glance
- Tasks: Manage client relationships and provide tailored financial advice to a diverse client base.
- Company: Reputable wealth management firm with a strong focus on adviser support.
- Benefits: Flexible remote working, attractive earnings potential, and ongoing support.
- Other info: Opportunity for significant earnings growth and professional development.
- Why this job: Inherit an established client bank and build long-term income from day one.
- Qualifications: Level 4 Diploma and at least 2 years of advising experience required.
The predicted salary is between 60000 - 90000 £ per year.
A highly regarded wealth management firm is looking to appoint an experienced Financial Adviser to join its growing team. This is an excellent opportunity for a Level 4 qualified Adviser with CAS status and at least 2 years’ advising experience who wants to inherit an established client bank while building long-term recurring income.
The successful adviser will inherit approximately 200 clients alongside £30m–£40m AUM, providing immediate earning potential and a strong foundation to grow from day one.
The Opportunity
- Existing client bank provided
- Strong referral opportunities from existing clients
- Remote / flexible working model
- Clients across Sussex, Surrey, Kent and London
- Long-term recurring income structure
- Genuine six-figure earning potential
- Strong support, infrastructure and paraplanning
This role offers advisers the autonomy to manage their own diary and client relationships, while still benefiting from the backing of an established and well-respected business.
Package & Earnings
- Year 1 OTE: £60,000
- Year 2 OTE: £75,000
- Year 3 OTE: £90,000+
- Many advisers earning £120,000+ within 5 years
The package includes both attractive initial advice fee bonuses and ongoing advice fee earnings, allowing advisers to build both immediate income and a growing recurring revenue stream over time. The bonus structure rewards advisers heavily for developing existing client relationships, generating referrals and writing new business.
What They’re Looking For
- Level 4 Diploma qualified
- CAS status essential
- Minimum 2 years’ Financial Adviser experience
- Strong relationship-building and client management skills
- Ambitious and commercially minded individual
This is a fantastic opportunity for an adviser looking to join a firm with an excellent reputation, quality clients and a long-term approach to adviser earnings and retention.
Financial Adviser employer: Haydn Fine Recruitment
Join a highly regarded wealth management firm that prioritises your growth and success as a Financial Adviser. With an established client bank and a flexible remote working model, you will enjoy the autonomy to manage your own diary while benefiting from strong support and infrastructure. This role not only offers immediate earning potential but also a genuine pathway to six-figure earnings, making it an exceptional opportunity for ambitious professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to someone in the industry.
✨Tip Number 2
Get social! Use platforms like LinkedIn to connect with other financial advisers and industry professionals. Join relevant groups, participate in discussions, and showcase your expertise to attract potential employers.
✨Tip Number 3
Prepare for interviews by researching the company and its client base. Tailor your responses to highlight how your experience aligns with their needs, especially your relationship-building skills and ability to manage clients effectively.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 qualification, CAS status, and any relevant advising experience to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial advising and how you can contribute to our team. Mention your experience with client management and relationship building to stand out from the crowd.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s growing a client base or achieving sales targets, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Haydn Fine Recruitment
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to AUM and how they impact client relationships. Be ready to discuss how you've successfully managed portfolios in the past.
✨Showcase Your Client Management Skills
Prepare examples that highlight your relationship-building abilities. Think about specific instances where you’ve turned a challenging client situation into a success story. This will show your potential employer that you can handle their existing client bank effectively.
✨Understand the Firm's Values
Research the wealth management firm thoroughly. Understand their approach to client relationships and how they support advisers. Being able to align your personal values with theirs during the interview will set you apart as a candidate who truly fits their culture.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client scenarios or challenges. Practise articulating your thought process and decision-making skills. This will help you convey your experience and strategic thinking in a clear and confident manner.
