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- Tasks: Manage client relationships and provide tailored financial advice to help achieve their goals.
- Company: Established financial planning practice with a supportive team environment.
- Benefits: Competitive salary, uncapped commission, and career development opportunities.
- Other info: Excellent long-term earning potential and existing client portfolio provided.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.
This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.
You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.
Key responsibilities include:
- Managing relationships with an existing client bank
- Conducting annual and interim financial reviews
- Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning
- Identifying opportunities to increase FUM and generate new business
- Producing compliant financial recommendations and suitability reports
- Monitoring portfolios and recommending strategic adjustments where appropriate
- Maintaining accurate FCA-compliant records and documentation
- Working collaboratively with paraplanning and administration teams
- Supporting best practice initiatives and continuous improvement across the business
This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.
The Candidate
- Level 4 Diploma in Regulated Financial Planning (essential or working towards)
- Chartered status or working towards Chartered desirable
- Experience delivering financial advice and client reviews
- Strong relationship-building and communication skills
- Commercially aware with a client-centric approach
- Strong understanding of FCA compliance requirements
- Ability to explain complex financial matters clearly and confidently
- Professional, trustworthy and proactive approach
The Package
- Salary £45,000–£60,000
- Uncapped commission on new business
- Existing client portfolio provided
- Full-time permanent position
- Career development and progression opportunities
- Supportive team environment
Financial Adviser employer: Modus Talent
Contact Detail:
Modus Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can lead to job opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial planning. Share insights, write articles, or even host webinars. This not only positions you as an expert but also attracts potential employers who are looking for someone with your expertise.
✨Ace the Interview
Prepare for interviews by researching the company and understanding their client base. Be ready to discuss how you can manage and grow their existing portfolio. Practice common interview questions and think of examples that showcase your relationship-building skills.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also allows us to support you throughout the application process. Let’s land that dream job together!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in managing client relationships and delivering financial advice, as these are key aspects of the job. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can help clients achieve their goals. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Compliance Knowledge: Since compliance is crucial in this role, make sure to mention your understanding of FCA requirements. We appreciate candidates who can demonstrate their knowledge and commitment to maintaining high standards in financial advice.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Modus Talent
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to investments, pensions, and tax-efficient planning. This will not only show your expertise but also help you answer questions confidently.
✨Showcase Relationship Skills
Since this role is relationship-led, prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific instances where your communication skills made a difference in client satisfaction or retention.
✨Understand Compliance Inside Out
Familiarise yourself with FCA compliance requirements and be ready to discuss how you ensure adherence in your financial planning. Being able to articulate your understanding of compliance will demonstrate your professionalism and trustworthiness.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think through potential challenges you might face in managing client portfolios and how you would address them. This will showcase your proactive approach and strategic thinking.