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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 supportive culture with long-term stability and a voice in company direction.
- Qualifications: Minimum 2 years as a Financial Adviser with a Level 4 Diploma in Financial Planning.
- Other info: Opportunity for growth and autonomy while aligning with client-first values.
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.
Financial Adviser employer: Lime People Search & Select Ltd
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 other financial professionals and attend industry events to build relationships. This can help you gain insights into the firm’s culture and values, which is crucial for aligning with their client-first philosophy.
✨Tip Number 2
Stay updated on the latest regulatory changes and market trends in the financial advisory sector. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice to potential clients.
✨Tip Number 3
If you have existing clients, consider how you can leverage those relationships in your application. Highlighting your ability to bring a client base can set you apart from other candidates and show your value to the firm.
✨Tip Number 4
Familiarise yourself with the concept of Employee Ownership Trusts (EOTs) and how they benefit employees. Understanding this model can help you articulate why you’re interested in working for a firm that operates under this structure during interviews.
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 like client relationship management and financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your commitment to ethical advice and your ability to build trust-based relationships with clients. Mention specific examples of how you've successfully managed client portfolios or developed financial plans.
Highlight Relevant Experience: In your application, clearly outline your minimum of 2 years' experience in the financial advisory field. If you have existing clients, mention this as it could be advantageous for the role.
Show Knowledge of Industry Trends: Demonstrate your understanding of current regulatory changes and market trends in your application. This shows that you are proactive and committed to staying informed, which is crucial for a Financial Adviser.
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 qualifications and any specific areas of expertise. Be prepared to discuss your Level 4 Diploma in Financial Planning and how it has equipped you to provide tailored financial advice.
✨Demonstrate Relationship-Building Skills
Since building trust-based relationships with clients is crucial, share examples of how you've successfully developed and maintained client relationships in the past. This will show that you understand the importance of client-first philosophy.
✨Stay Informed on Industry Trends
Be ready to discuss recent regulatory changes and market trends that could impact financial planning. This demonstrates your commitment to staying updated and your ability to provide informed advice.
✨Emphasise Autonomy and Teamwork
While the role requires a high level of autonomy, it's also important to align with the firm's values. Talk about how you can work independently while contributing to the overall success of the team and the business.
