Financial Adviser

Financial Adviser

Chelmsford Full-Time 60000 £ / year Home office (partial)
I

At a Glance

  • Tasks: Help clients manage their finances and grow your own client base.
  • Company: Award-winning Wealth Management Business with ambitious growth plans.
  • Benefits: Competitive salary starting at £60K, plus commission and support.
  • Why this job: Join a thriving team and boost your earnings while building your reputation.
  • Qualifications: Experience as a Financial Adviser in an IFA firm and proven success.
  • Other info: Enjoy hybrid/remote work and receive dedicated support for your growth.

Financial Adviser

You could be just the right applicant for this job Read all associated information and make sure to apply.
£60,000 + commission
Chelmsford
Hybrid / Remote working

Are you a Financial Adviser looking to improve their earnings?
Frustrated with the level or volume of clients you current work with?
Looking to grow your clients, workload and case sizes?
If any of the above are true, then get in touch.

A UK based, multi award winning Wealth Management Business are on the lookout for experienced Financial Advisers in various locations. They have plans to increase their adviser numbers by an additional 50 in the next 18 months, therefore there are huge growth plans and it’s a great time to join them

Financials:
£60K+ as a basic salary is the norm, with most advisers in the business are comfortably earning £100,000+ because not only do they pay on new business, but also pay the ongoing towards targets.

Experience:
This individual needs experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to grow your own clients, the firm need to ensure this individual can successful win new business and therefore experience of this is expected.

Support:
There is new business support and guidance for the Advisers, however, this is an opportunity to go and grow your own reputation as well as your clients, so the correct individual has to have the correct drive, as well as the ability to generate new clients / business using the business’ reputation as an in with most.

You will receive Paraplanning and Admin support from their on-site team, to allow focus on speaking to clients.

If you are interested in joining a firm that can look after you, develop your skills, improve your earnings and help progress your career, then this could be the role for you.

Financial Adviser position, suited for someone who can win new business and put themselves out there

Financial Adviser employer: Integro Partners

Join a multi-award-winning Wealth Management Business in Chelmsford, where your potential as a Financial Adviser can truly flourish. With a competitive salary starting at £60,000 plus commission, and a supportive work culture that prioritises your growth through dedicated Paraplanning and Admin assistance, you will have the tools to expand your client base and enhance your earnings significantly. This is an exciting opportunity to be part of a rapidly growing team, with plans to increase adviser numbers by 50 in the next 18 months, ensuring a dynamic environment for professional development and success.
I

Contact Detail:

Integro Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Adviser

✨Tip Number 1

Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing new clients and opportunities.

✨Tip Number 2

Show off your expertise! Create content that showcases your knowledge in finance, whether it's through blogs, videos, or social media posts. This not only builds your reputation but also attracts potential clients who are looking for someone with your skills.

✨Tip Number 3

Leverage our website! Apply directly through StudySmarter to get noticed by employers. We’re here to help you stand out, so make sure your profile is up-to-date and highlights your achievements as a Financial Adviser.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Financial Adviser

Client Relationship Management
Business Development
Financial Planning
Sales Skills
Communication Skills
Negotiation Skills
Regulatory Knowledge
Analytical Skills
Time Management
Networking Skills
Adaptability
Team Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in winning new business and working within an IFA firm. We want to see how you've successfully grown your client base!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for financial advising and how you plan to leverage our firm's reputation to grow your clients.

Showcase Your Success: Don’t be shy about your achievements! Include specific examples of how you've increased your earnings or client numbers in previous roles. We love seeing quantifiable success, so make it pop!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Let’s get started on your journey with us!

How to prepare for a job interview at Integro Partners

✨Know Your Numbers

As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent developments in the industry so you can confidently discuss how they impact potential clients.

✨Showcase Your Success Stories

Prepare specific examples of how you've successfully grown your client base or managed significant cases in the past. This will not only highlight your experience but also show your ability to generate new business, which is crucial for this role.

✨Understand Their Business Model

Research the company’s approach to wealth management and their growth plans. Being able to articulate how you can contribute to their goals will set you apart from other candidates and show that you’re genuinely interested in the position.

✨Ask Insightful Questions

Prepare thoughtful questions about the support they offer for new business development and how they envision your role evolving. This shows that you’re proactive and serious about making a meaningful impact within their team.

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

I
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>