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- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join an Independent Financial Advisory firm focused on personalised solutions.
- Benefits: Enjoy profit sharing, tax-free bonuses, and a stake in the business.
- Why this job: Be part of a culture that values your input and offers long-term stability.
- Qualifications: Minimum 2 years as a Financial Adviser with a Level 4 Diploma in Financial Planning.
- Other info: Opportunity for growth and autonomy in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
My client is an Independent Financial Advisory firm, providing tailored Financial and Investment Solutions to both individuals and businesses. As a key Adviser for the business you will be responsible for:
- Providing tailored financial advice across a broad range of services including retirement planning, investment management, estate planning, insurance, and tax strategies
- Building and maintaining strong, trust-based relationships with clients
- Conducting thorough financial assessments and developing comprehensive financial plans
- Staying up to date with regulatory changes and market trends
- Operating with a high level of autonomy while aligning with the firm’s values and client-first philosophy
We are seeking an individual who has a minimum of 2 years experience working as a Financial Adviser, qualified with a Level 4 Diploma in Financial Planning (Chartered Level qualification desirable). You will have a commitment to ethical, independent Advice, coupled with excellent communication and interpersonal skills with the ability to manage your own client base; it would be to your advantage if you have clients to bring with you (although not specifically needed).
My client operates under EOT (Employee Ownership Trust) which means the successful candidate will have:
- A Stake in the Business - As an employee, you’re not just working for the business—you’re working with it and in helping the business grow, you are growing your own share within the company (qualifying period applies)
- Profit Sharing & Financial Rewards - Where profits and turnover allow, employees can receive tax-free bonuses, distributed quarterly (up to £3,600 per year).
- Long-Term Stability - EOTs often lead to greater job security, stronger client relationships, and a focus on sustainable growth.
- A Voice That Matters - Employees have greater input into the direction of the company through structured channels of communication and representation.
A great opportunity, great salary offered for the role.
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the firm you're interested in.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice, which is crucial for a role at an Independent Financial Advisory firm.
✨Tip Number 3
Consider bringing along a portfolio of your previous work or case studies that showcase your ability to develop comprehensive financial plans. This practical evidence of your skills can set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with the firm's values and client-first philosophy. Tailor your conversations during interviews to reflect how your personal approach aligns with their mission, showing that you are not just a fit for the role but also for the company culture.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly focusing on your qualifications, such as the Level 4 Diploma in Financial Planning. Emphasise any relevant skills and experiences that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your commitment to ethical, independent advice. Mention specific examples of how you've built trust-based relationships with clients and how you stay updated with regulatory changes and market trends.
Highlight Relevant Experience: In your application, clearly outline your experience in providing tailored financial advice across various services like retirement planning and investment management. If you have a client base to bring, mention this as it could strengthen your application.
Showcase Your Interpersonal Skills: Since excellent communication and interpersonal skills are crucial for this role, provide examples in your application that demonstrate your ability to manage client relationships effectively and work autonomously while aligning with the firm's values.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Expertise
Make sure to highlight your experience as a Financial Adviser, especially your Level 4 Diploma in Financial Planning. Be prepared to discuss specific cases where you've successfully provided tailored financial advice and how you stay updated with regulatory changes.
✨Build Rapport
Since the role involves building trust-based relationships with clients, demonstrate your interpersonal skills during the interview. Share examples of how you've developed strong client relationships in the past and how you approach client communication.
✨Discuss Your Autonomy
The position requires a high level of autonomy, so be ready to talk about how you manage your own client base. Provide examples of how you've operated independently while aligning with company values and maintaining a client-first philosophy.
✨Emphasise Ethical Practices
Given the firm's commitment to ethical, independent advice, make sure to express your dedication to these principles. Discuss how you ensure that your financial advice is always in the best interest of your clients and how you handle any potential conflicts of interest.
