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For Companies At a Glance
- Tasks: Manage client portfolios and provide financial advice while building new relationships.
- Company: Join a renowned independent financial advisory firm with a focus on personal service.
- Benefits: Enjoy a competitive salary, bonuses, and a generous benefits package.
- Why this job: This role offers career growth, client interaction, and a supportive work environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Inherit a loyal client bank 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 www.mcsgroup.jobs.
Not all agencies are the same…MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
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 specific services and values of the firm you're applying to. Understanding their approach to client service and professional development will help you align your conversation during interviews.
✨Tip Number 3
Prepare to discuss your experience with client management and relationship building. Think of specific examples where you've successfully advised clients or built strong relationships, as this will demonstrate your suitability for the role.
✨Tip Number 4
Stay updated on current financial trends and regulations. Being knowledgeable about the latest developments in the financial sector will not only boost your confidence but also impress potential employers during discussions.
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 in financial advising. Emphasise any qualifications such as the Level 4 Diploma in Financial Planning and any client-facing roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your approach to client service, your communication skills, and how you can contribute to the firm's growth and reputation.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Adviser, such as relationship-building, ethical practices, and your ability to provide holistic financial advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects professionalism and attention to detail, which is vital in the financial sector.
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 ethical decision-making. Think about scenarios where you've had to provide holistic financial advice and how you navigated those situations.
✨Research the Company Culture
Familiarise yourself with the firm's values and approach to client service. Being able to articulate why you want to work for them and how you align with their ethos will set you apart from other candidates.
