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- Tasks: Support existing clients with tailored financial planning and advice.
- Company: Wealth management firm focused on holistic financial wellbeing.
- Benefits: Competitive salary, bonus potential, pension contribution, and hybrid work.
- Why this job: Make a real difference in clients' financial lives while enjoying a supportive environment.
- Qualifications: Level 4 Diploma qualified with proven advisory experience.
- Other info: Great opportunity for career growth in a dynamic financial sector.
The predicted salary is between 60000 - 65000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients' goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an Adviser based in Southport/Warrington, you'll play a key role in supporting existing clients with exceptional financial planning services. You'll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
This role is focused on servicing an existing client bank, allowing you to concentrate on delivering high-quality advice rather than business development.
- Manage and develop an existing client portfolio
- Provide holistic financial advice across investments, pensions, and tax planning
- Service a mixed client base including private clients and some HNW individuals
- Collaborate closely with in-house paraplanning and administrative support
Benefits:
- £60,000 - £70,000
- Existing Client Bank
- Bonus (£80,000 OTE)
- Pension contribution
- DIS
To be considered for this IFA position:
- Level 4 Diploma qualified CISI/CII/LIBF
- Proven adviser experience within an advisory or wealth management environment.
- Excellent understanding of financial products, investment, tax planning, and regulatory frameworks.
- Strong analytical, organisational, and written communication skills.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch; we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Financial Adviser in Southport employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Southport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and join relevant online groups. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've helped clients achieve their financial goals. This will demonstrate your ability to provide tailored advice and make you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our network in the financial planning sector.
We think you need these skills to ace Financial Adviser in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your Level 4 Diploma and any relevant advisory experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've helped clients achieve their goals, as this will resonate with our values.
Showcase Your Communication Skills: Since strong written communication is key for this role, ensure your application is clear and concise. Avoid jargon and keep it professional yet approachable – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Heat Recruitment
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial products and regulations. Brush up on your knowledge of investments, pensions, and tax planning before the interview. This will not only show your expertise but also demonstrate your commitment to providing tailored advice.
✨Understand the Client's Perspective
Since this role focuses on servicing existing clients, think about how you can address their goals and values. Prepare examples of how you've previously tailored financial strategies to meet client needs. This will highlight your ability to create lasting financial wellbeing for clients.
✨Showcase Your Communication Skills
Strong written and verbal communication skills are essential in this role. Practice explaining complex financial concepts in simple terms. During the interview, be ready to discuss how you've effectively communicated with clients in the past, ensuring they understand their options.
✨Collaborate and Connect
This position involves working closely with paraplanning and administrative support. Be prepared to discuss your experience in teamwork and collaboration. Highlight any instances where you've successfully worked with others to deliver high-quality financial advice, as this will resonate well with the interviewers.
