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- Tasks: Manage and grow an existing client bank while providing expert financial advice.
- Company: Kyrann Financial Recruitment, a specialist agency in financial services.
- Benefits: Uncapped commission, hybrid working, and full support from day one.
- Other info: Join a respected firm with a stable, long-term opportunity.
- Why this job: Step into a warm client base and focus on building lasting relationships.
- Qualifications: Experienced Financial Adviser with strong client servicing skills.
The predicted salary is between 50000 - 70000 £ per year.
Kyrann Financial Recruitment is a specialist agency dedicated to the financial services sector, with over 50 years of collective experience in financial services and recruitment. We leverage deep industry knowledge to deliver tailored, high-quality matches for both candidates and businesses. Our expertise spans areas such as Mortgage Advisers, Wealth Advisers, Protection Advisers, and Operational Management roles. What sets us apart is our commitment to understanding the needs and ambitions of both professionals and employers, ensuring sustainable, long-term placements.
Are you an experienced Financial Adviser looking to inherit a client bank from day one? Do you want to focus on advice and client relationships — not admin and paraplanning? A long-established and highly respected advice firm is looking to appoint an Experienced Financial Adviser to take over and develop an existing portfolio of clients. This is a role focused on servicing, retaining and growing relationships — not starting from scratch.
What you’ll be doing:
- Managing and developing an existing client bank
- Providing advice across pensions, investments & protection
- Conducting regular client reviews
- Identifying new opportunities within an established portfolio
- Building long-term, trusted client relationships
What’s on offer:
- Uncapped commission
- Client bank provided from day one
- Full paraplanning & technical support
- Hybrid working (West London / Swindon)
- A stable, long-term opportunity within a well-established firm
What they’re looking for:
- Experienced Financial Adviser / Wealth Adviser
- Confident advising across core financial planning areas
- Strong focus on client servicing and relationship building
- Able to attend the office and meet clients when required
Why this role stands out:
You’ll be stepping into a warm client base, with the support and infrastructure in place to let you do what you do best — advise, build relationships and grow income.
Independent Financial Advisor employer: Kyrann Financial Recruitment
Contact Detail:
Kyrann Financial Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land a job. Have a clear, concise summary of your experience and what you bring to the table as a Financial Adviser. Make it engaging and memorable!
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for financial services. Keep an eye on our site for new opportunities and apply directly through us to increase your chances of getting noticed.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you stand out. Reiterate your interest in the position and remind them why you’re the perfect fit. It shows you’re proactive and genuinely interested!
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the role of an Independent Financial Advisor. Highlight your client relationship management and financial advising expertise to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our team. Be genuine and let your personality come through — we love to see that!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed client portfolios or increased revenue. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Kyrann Financial Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in providing the best advice for clients.
✨Showcase Your Relationship Skills
Since this role is all about managing and developing client relationships, be prepared to share examples of how you've successfully built trust with clients in the past. Think of specific instances where your approach led to positive outcomes.
✨Understand Their Needs
Research Kyrann Financial Recruitment and the firm you're interviewing for. Understand their values and what they look for in a candidate. This will help you tailor your responses and demonstrate that you're a great fit for their culture and goals.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about their approach to client management or how they support their advisers. It shows you're engaged and serious about the role, plus it gives you valuable insights into whether this is the right fit for you.