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- Tasks: Manage client portfolios and provide tailored financial advice.
- Company: Join a renowned independent financial advisory firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and comprehensive benefits package.
- Why this job: Great opportunity for career growth in a supportive, client-focused environment.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Inherit a loyal client base and receive administrative support to focus on advising.
The predicted salary is between 28800 - 48000 £ per year.
MCS Group is looking for a skilled Financial Adviser to join a growing, renowned independent financial advisory firm. This is a brand new, full-time permanent job opportunity.
This is a fantastic opportunity that could cater to an adviser either in the early stages of their career, or someone with several years' experience who is looking to join an established firm.
The Company:
- Employed position - enjoy the stability of a salary and bonus structure
- Full client bank provided - inherit long-standing, loyal clients from day one
- Administrative & paraplanning support - focus on giving advice, not chasing paperwork
- Work with a well-established practice that values personal service and professional development
The Rewards:
- Generous salary / total compensation
- Clearly outlined career growth
- Generous total benefits package
The Role:
- Manage a portfolio of existing clients with ongoing financial advice and reviews
- Build new relationships and attract new business through referrals and networking
- Provide holistic advice on business & personal financial solutions, savings & investments, mortgages
- Maintain accurate and compliant client records and reports
- Contribute to the practice's growth and reputation
The Person:
- Minimum Level 4 Diploma in Financial Planning (DipPFS or equivalent)
- Ideally CAS (Competent Adviser Status)
- Either currently advising or ready to step up into a client-facing advisory role
- Professional, ethical, and highly personable approach to client service
- Strong communication and relationship-building skills
To speak in absolute confidence about this Financial Adviser opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group on 028 9693 5531.
Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs.
Financial Adviser employer: MCS Group | Your Specialist Recruitment Consultancy
Contact Detail:
MCS Group | Your Specialist Recruitment Consultancy 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 field. Attend industry events, seminars, or webinars to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed, which is crucial for a Financial Adviser.
✨Tip Number 3
Consider reaching out to current employees at the firm to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations, helping you tailor your approach.
✨Tip Number 4
Prepare to discuss your client management strategies during the interview. Highlight your ability to build and maintain relationships, as this is key for a Financial Adviser role. Be ready with examples of how you've successfully managed client portfolios.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications for the Financial Adviser role. Emphasise your Level 4 Diploma in Financial Planning and any client-facing experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your professional, ethical approach and strong communication skills, and explain why you want to join MCS Group specifically.
Highlight Client Management Skills: In your application, focus on your ability to manage client portfolios and build relationships. Provide examples of how you've successfully attracted new business or maintained client satisfaction in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at MCS Group | Your Specialist Recruitment Consultancy
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning and any relevant qualifications like CAS. Be prepared to discuss how your education has equipped you for the role.
✨Demonstrate Client Relationship Skills
Since this role involves managing a portfolio of clients, be ready to share examples of how you've built and maintained strong client relationships in the past. This will show your potential employer that you can handle their existing client bank effectively.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to provide holistic financial advice. Think of scenarios where you've successfully advised clients on savings, investments, or mortgages, and be ready to discuss your thought process.
✨Express Your Commitment to Professional Development
The company values personal service and professional growth, so be sure to express your enthusiasm for ongoing learning and development in the financial advisory field. Share any plans you have for further qualifications or training.
