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- Tasks: Join a dynamic team as a Financial Adviser, managing and growing client relationships.
- Company: Be part of a forward-thinking consultancy disrupting the Financial Planning space.
- Benefits: Enjoy a competitive salary, commission, remote Fridays, and 24 days annual leave plus your birthday off.
- Why this job: Contribute ideas in a supportive environment with existing clients and strong referral networks.
- Qualifications: Must be a qualified Financial Adviser with CAS status and proven business development skills.
- Other info: Confidential chats available for interested candidates.
The predicted salary is between 42000 - 77000 £ per year.
We are working with a North London based multi-disciplinary consultancy firm who are looking to recruit an experienced Financial Adviser to work alongside their Head of Division in the Wealth Management department. You will be working with a forward-thinking company who are looking to disrupt the Financial Planning space, in an environment you can bring ideas and help grow the division. They are a vertically integrated business consultancy operation, with Accountants, Solicitors and other professional services attached to their business. You will benefit from clients provided from day one, and leads and referrals shared between the divisions. The financial planning arm of the business has gone from strength to strength, and after focusing on improving their back-office infrastructure are now well established and looking for someone to manage and grow the client base.
You will benefit from:
- Full admin and paraplanning support
- Existing client base from the start, Hertfordshire & North London based
- Lots of referrals and leads from the other divisions in the business, including HNW clients from tax business
- Well established internal marketing and networking events
Highlights of the benefits package:
- Basic salary of up to £55,000 plus commission scheme
- 24 days annual leave + extra day for your birthday
- Bonus scheme
- Private medical insurance
- Fridays working from home
Requirements:
- They are seeking a qualified Financial Adviser with CAS status
- Proven track record of providing compliant and high quality advice on a full range of products
- Strong business development skills and motivation to win new clients and grow the division
- Clients brought over are not essential but would be welcomed
If you are interested in a confidential chat, please get in touch.
Financial Adviser employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend local events or seminars where you can meet potential colleagues and clients, as this will help you get a feel for the company culture and establish valuable connections.
✨Tip Number 2
Research the consultancy firm thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in being part of their team.
✨Tip Number 3
Prepare to discuss your business development strategies during any informal chats or interviews. Highlight your past successes in acquiring new clients and how you plan to leverage the existing client base and referrals at StudySmarter to grow the division.
✨Tip Number 4
Showcase your adaptability and innovative thinking. Since the company is looking to disrupt the financial planning space, be ready to share ideas on how you can contribute to their growth and improve their services, which will set you apart from other candidates.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly your CAS status and any relevant qualifications. Emphasise your track record in providing compliant advice and your business development skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their goal of disrupting the Financial Planning space and how you can contribute to growing their client base.
Showcase Your Achievements: Include specific examples of your past successes in financial advising, such as client retention rates or new clients acquired. This will demonstrate your ability to manage and grow a client base effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your Expertise
As a Financial Adviser, it's crucial to demonstrate your knowledge of financial products and compliance. Be prepared to discuss specific cases where you've provided high-quality advice and how you navigated complex situations.
✨Highlight Business Development Skills
This role requires strong business development skills. Share examples of how you've successfully attracted new clients in the past, and be ready to discuss your strategies for growing the client base in this new position.
✨Emphasise Team Collaboration
Since you'll be working alongside the Head of Division and other professionals, highlight your ability to collaborate effectively. Discuss any previous experiences where teamwork led to successful outcomes, especially in a multi-disciplinary environment.
✨Prepare Questions About Growth Opportunities
Show your interest in the company's future by preparing thoughtful questions about their growth plans and how you can contribute. This demonstrates your motivation to not only join the team but also to help it thrive.
