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For Companies At a Glance
- Tasks: Deliver high-quality financial advice and build strong client relationships.
- Company: Dynamic financial advisory firm in Liverpool with a supportive culture.
- Benefits: Competitive salary, flexible remuneration, and professional development opportunities.
- Why this job: Gain autonomy and make a real impact on clients' financial futures.
- Qualifications: Diploma-qualified with advisory experience and strong communication skills.
- Other info: Enjoy a varied client base and excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
As a Financial Adviser, you will be responsible for delivering high-quality, regulated financial advice to a broad range of clients. You will build trusted relationships, assess client needs, recommend suitable strategies, and support clients through implementation and review. The role offers autonomy, extensive client exposure, and genuine opportunity for career progression.
Key Responsibilities
- Manage your own advice process end-to-end, from fact finding and analysis through to suitability report production and implementation.
- Build and maintain strong client relationships through regular reviews and excellent service.
- Deliver tailored advice across pensions, savings & investments, protection, retirement planning, and tax-efficient strategies.
- Prepare and present suitability reports with clear, compliant recommendations.
- Identify new business opportunities and contribute to growth through referrals and proactive business development.
- Keep up to date with regulatory requirements, professional obligations, and market developments.
- Use CRM and financial planning systems to maintain accurate client records and ensure compliance.
Person Specification
- Diploma-qualified (DipFA / CeMAP / equivalent) with demonstrable advisory experience.
- Confidence managing the full regulated advice process.
- Strong communicator with excellent interpersonal skills.
- Commercial, client-focused, and motivated to develop professionally.
- Proficient with financial planning, research, and CRM systems.
What's on Offer
- Competitive and flexible remuneration package for the right candidate.
- Supportive environment with strong technical and administrative support teams.
- Opportunities for career growth and professional development.
- Exposure to a varied client base and modern wealth planning solutions.
Financial Adviser in Liverpool employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Liverpool
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone, be ready to explain who you are and what you do in a clear and engaging way. Tailor your message to highlight your skills as a Financial Adviser and how you can add value to their team.
✨Tip Number 3
Follow up after meetings or networking events. A quick email thanking them for their time and expressing your interest can keep you top of mind. Plus, it shows you’re proactive and genuinely interested in building relationships.
✨Tip Number 4
Don’t forget to check our website for job openings! We regularly post new roles, and applying directly through us can give you an edge. Make sure your application stands out by showcasing your experience in managing the full advice process and your client-focused approach.
We think you need these skills to ace Financial Adviser in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your advisory experience, client relationship management, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: As a Financial Adviser, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. This will help us see how you can build trusted relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes straight to us, so we can review it promptly!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax-efficient strategies. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Build Rapport
Since this role is all about building strong client relationships, practice your interpersonal skills. During the interview, try to connect with the interviewer by asking questions and showing genuine interest in their experiences and insights.
✨Showcase Your Experience
Be ready to share specific examples from your past roles where you've successfully managed the advice process or built client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Stay Updated
Demonstrate your commitment to the industry by discussing recent regulatory changes or market developments. This shows that you’re proactive and dedicated to staying informed, which is crucial for a Financial Adviser.
