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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored financial advice.
- Company: Join a growing firm known for its client-focused approach and strong reputation.
- Benefits: Enjoy remote work, a company car, generous bonuses, and 25 days holiday.
- Why this job: This role offers autonomy, growth opportunities, and the chance to make a real impact.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 5 years of advisory experience.
- Other info: Work remotely with flexible client meetings and a supportive team environment.
The predicted salary is between 39600 - 59400 £ per year.
Job Description
.Independent Financial Advisor
Due to continued growth through referrals and new business, the client is expanding. This is your opportunity to take over an active portfolio of clients, while also having the autonomy and support to grow your own book through referrals and lead generation.
- Salary: £55,000 Basic + OTE £90K
- Location:Hertfordshire
- Remote working with client visits
Benefits:
- Company car or car allowance
- Generous Bonus Structure
- Medical and life cover
- Personal pension contribution
- 25 days holiday + Bank holidays
Responsibilities:
- Delivering high-quality client reviews and financial advice across pensions, investments, savings, and protection.
- Managing and nurturing an existing book of clients with a focus on retention and relationship building.
- Developing new business opportunities through referrals, introductions, and proactive outreach.
- Working remotely from home, conducting meetings via telephone/video, with in-person visits to clients where beneficial.
- Maintaining a client-centric, ethical, and compliant advisory approach.
Skills and Experience Required:
- Level 4 Diploma qualified (or equivalent) in Financial Planning.
- Minimum of 5 year's experience as a Financial Advisor (with CAS status).
- Experience of growing a client bank through referrals and business development.
- A true people person – approachable, professional, and passionate about doing the right thing for clients.
- Strong IT literacy and comfortable with remote/virtual client engagement.
Financial Advisor - LMA employer: LMA
Contact Detail:
LMA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - LMA
✨Tip Number 1
Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with potential clients and other professionals who can refer you. Building relationships is key in this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and engage with your audience. Share valuable insights on financial planning topics to position yourself as a knowledgeable advisor and attract potential clients.
✨Tip Number 3
Consider joining professional associations related to financial advising. These organisations often provide resources, networking opportunities, and referrals that can help you grow your client base and enhance your credibility.
✨Tip Number 4
Stay updated on industry trends and regulations. Being knowledgeable about the latest changes in financial legislation and market conditions will not only help you advise your clients better but also demonstrate your commitment to their financial well-being.
We think you need these skills to ace Financial Advisor - LMA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your Level 4 Diploma and any relevant qualifications. Emphasise your ability to manage client relationships and grow a client bank through referrals.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to ethical practices. Mention specific examples of how you've successfully nurtured client relationships and developed new business opportunities in the past.
Showcase Your Skills: Highlight your strong IT literacy and comfort with remote client engagement. Provide examples of how you've effectively used technology to enhance client interactions and deliver high-quality advice.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at LMA
✨Showcase Your Client Management Skills
As a Financial Advisor, your ability to manage and nurture client relationships is crucial. Be prepared to discuss specific examples of how you've successfully retained clients and built strong relationships in the past.
✨Demonstrate Your Business Development Experience
Highlight your experience in growing a client bank through referrals and proactive outreach. Share any strategies you've used to generate leads and convert them into loyal clients.
✨Emphasise Your Ethical Approach
This role requires a client-centric and compliant advisory approach. Be ready to explain how you ensure ethical practices in your financial advice and how you prioritise the best interests of your clients.
✨Prepare for Remote Engagement Scenarios
Since the position involves remote working and virtual client meetings, practice discussing how you effectively engage with clients through technology. Mention any tools or platforms you're familiar with that enhance remote communication.
