At a Glance
- Tasks: Manage client relationships and provide tailored financial advice across various planning areas.
- Company: Join a respected independent financial advising firm with a client-first philosophy.
- Benefits: Competitive salary, extensive admin support, and access to new client opportunities.
- Other info: Great opportunity for career progression in a supportive and thriving environment.
- Why this job: Make a real difference in clients' lives while building a rewarding career.
- Qualifications: Must be a qualified Financial Adviser with strong relationship-building skills.
The predicted salary is between 45000 - 55000 £ per year.
We are looking for a personable, thoughtful and self-motivated Qualified Financial Adviser to join our team. James & Associates Financial Services Limited is a business built on clarity, integrity and genuine client care. We are an independent financial advising firm with a strong reputation and a clear, client-centred philosophy. We put client satisfaction and client retention at the heart of what we do, therefore we are looking for individuals who share these values.
About the Role
This is an outstanding opportunity for an ambitious Financial Adviser to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the West Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value. You will inherit a healthy and very warm client bank with substantial Assets Under Management, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through our dedicated administration and compliance team, allowing you to focus on what you do best – building relationships and growing the business. A fully employed role, providing advice across the full range of financial planning, covering retirement planning, investments, tax planning, savings and protection, identifying client needs and providing excellent standards of client service. You will be provided with a client portfolio to service and develop.
What you’ll be responsible for:
- Managing and reviewing an existing portfolio of clients
- Conducting client meetings both in the office and at client homes
- Evaluating clients’ financial documents including their income, expenses, and liabilities
- Providing support, guidance and holistic advice on retirement, investments, savings, and insurance
- Delivering annual reviews and ongoing servicing
- Building and maintaining long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals
- Monitoring changing client needs and adjusting plans accordingly
- Working collaboratively with the administration and compliance team to deliver exceptional client service
- Keeping abreast of regulatory developments, market trends and best practices to ensure consistently compliant and effective advice
- Upholding our company values and Consumer Duty responsibilities, delivering great client outcomes
What we’re looking for:
- Strong attention to detail and a genuine commitment to delivering first-class advice
- Strong track record of managing and growing client relationships
- Excellent communication skills, both written and verbal
- Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys
- You should have a full UK Driving Licence and willingness to visit clients’ homes when needed
- You should value long-term relationships over short-term wins
- You should have sound knowledge of investment products, retirement planning and protection solutions
- You should have familiarity with regulatory requirements, including Consumer Duty responsibilities
- You must be fully Diploma qualified in Financial Planning or equivalent to level 4 standard
- You should be an experienced Financial Adviser (5+ years) ideally in an independent environment
- You should align with the company values of putting clients first
What’s on Offer:
- Inheritance of a substantial, loyal client book
- Extensive administrative support to allow you to focus on client service and strategic growth
- Regular access to new client introductions and warm leads to support further development
- Competitive basic salary circa (negotiable depending on experience)
Our Ideal Candidate
Our ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships. You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.
This is an exceptional opportunity for an experienced adviser seeking career progression and long-term stability within a thriving independent firm.
To Apply: Please send your CV and a covering letter telling us more about yourself to; Jo Smyth James & Associates Financial Services Limited 13 Bancks Street Minehead Somerset TA24 5DJ
Financial Adviser employer: James & Associates Financial Services LTD
James & Associates Financial Services Limited is an exceptional employer located in Minehead, Somerset, offering a supportive and client-focused work environment for Financial Advisers. With a strong emphasis on employee growth, you will inherit a substantial client portfolio and receive extensive administrative support, allowing you to concentrate on building meaningful client relationships. The company values integrity and client satisfaction, making it an ideal place for those looking to thrive in their financial advisory careers while enjoying a collaborative and rewarding culture.
Contact Details:
James & Associates Financial Services LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events, join local financial groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and job opportunities that aren't advertised.
✨Tip Number 2
Practice your pitch! Be ready to explain who you are, what you do, and how you can help clients achieve their financial goals in a clear and engaging way. This will come in handy during interviews and networking events.
✨Tip Number 3
Research the company! Understand their values, client approach, and recent news. This knowledge will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to follow up! After meetings or interviews, send a quick thank-you note expressing your appreciation for the opportunity. It keeps you on their radar and shows your professionalism.
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 experiences that align with the Financial Adviser role. Highlight your client relationship management and financial planning expertise to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for client care and how your values align with ours. Let us know why you want to join our team and what makes you a great adviser.
Showcase Your Experience:Don’t hold back on detailing your experience in managing client portfolios and providing financial advice. We want to see your track record of success and how you’ve built long-term relationships with clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at James & Associates Financial Services LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, retirement planning, and investment strategies. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely passionate about helping clients achieve their financial goals.
✨Showcase Your People Skills
As a Financial Adviser, building long-term relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Think about times when you went above and beyond to meet a client's needs or how you handled difficult situations with grace.
✨Align with Their Values
James & Associates values clarity, integrity, and client care. During the interview, highlight how your personal values align with theirs. Share stories that demonstrate your commitment to putting clients first and delivering exceptional service.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about their approach to client management, how they support their advisers, or what success looks like in this role. It shows you're genuinely interested and have done your homework!
