At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Respected advisory firm prioritising client service and integrity.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a dynamic team with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Level 4 qualification in financial planning and experience in client advising.
The predicted salary is between 49500 - 60500 £ per year.
If you're a qualified adviser who thrives on building lasting client relationships and delivering practical, tailored financial planning advice, this could be the ideal next step.
This is an opportunity to work in a respected advisory firm where client service and integrity are central to everything they do.
Location
Duties for this role include, but are not limited to
- Providing regulated financial advice to both new and existing clients across pensions, investments, savings, and protection.
- Conducting in-depth fact-finding meetings, writing financial planning reports, and presenting recommendations in a clear, client-focused manner.
- Maintaining a schedule of regular client reviews and ensuring timely follow-up actions.
- Working collaboratively with the administration team to ensure accurate preparation and follow-up of reviews and suitability reports.
- Monitoring and managing the department's performance, including the preparation of quarterly board reports.
- Overseeing and guiding administration staff, ensuring internal procedures remain up to date and fit for purpose.
- Reviewing investment platforms and providers and contributing to the internal investment committee.
- Supporting business development activities, including asking for referrals, following up marketing campaigns, and identifying new planning opportunities.
- Maintaining all CPD and professional qualifications in line with industry standards.
Skills / Qualifications
The ideal candidate will hold a Level 4 qualification in financial planning, which is essential for this role.
Candidates should ideally be qualified through the Chartered Insurance Institute (CII) to Level 4 and hold the Dip PFS designation (Diploma in Regulated Financial Planning), or alternatively, hold the Dip FA qualification awarded by the London Institute of Banking & Finance (LIBF).
Other Level 4 qualifications may be considered, provided they meet regulatory requirements for delivering financial advice.
Substantial experience in advising clients on pensions, investments, and financial protection is expected.
A proactive, relationship-led approach and the ability to communicate complex information in a clear, reassuring manner are essential.
Strong attention to detail, excellent organisational skills, and the ability to work both independently and within a team environment will ensure success in this role.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs. com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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Financial Adviser employer: Leapfrog Recruitment Consultants
As a Business Support Administrator in our dynamic team, you will thrive in a supportive work culture that values organisation and collaboration. We offer comprehensive training and development opportunities to help you grow your skills while enjoying a vibrant workplace that fosters strong relationships with colleagues and suppliers alike. Located in a thriving area, our company provides a unique chance to engage in meaningful procurement activities that directly impact our operations and success.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
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We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Leapfrog Recruitment Consultants.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Leapfrog Recruitment Consultants will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Leapfrog Recruitment Consultants employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
