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For Companies At a Glance
- Tasks: Engage clients, provide tailored financial advice, and build meaningful relationships.
- Company: Purpose-driven wealth management firm focused on long-term value for UK investors.
- Benefits: Structured training, mentorship, and a chance to make a lasting impact.
- Why this job: Empower clients to plan their futures while growing your career with purpose.
- Qualifications: Bachelor’s degree, Level 4 or 7 qualified, strong communication skills.
- Other info: Dynamic role with travel opportunities and a focus on ethical investing.
The predicted salary is between 36000 - 60000 £ per year.
Join a growing, purpose-driven wealth management firm delivering long-term value to UK investors. We’re looking for a motivated Financial Advisor to provide holistic financial advice and build meaningful client relationships across the UK.
What You’ll Do
- Client Engagement & Prospecting
- Identify and engage with new retail and institutional clients
- Travel across the UK to build your client base and promote our investment solutions
- Represent our brand in local communities and marketing campaigns
- Financial Planning & Advisory
- Conduct fact-finding, needs analysis, and risk assessment
- Deliver tailored financial advice on UCITS funds, SIPPs, and ISAs
- Prepare and implement recommendations with ongoing service reviews
- Product Knowledge & Research
- Stay informed on financial markets, legislation, and ethical investment trends
- Advise confidently on retirement planning, tax optimisation, and financial protection
- Compliance & Administration
- Maintain accurate client records and documentation in line with FCA and AML standards
- Adhere to RDR and Treating Customers Fairly (TCF) principles
- Support company reporting, compliance, and performance tracking
- Relationship Management
- Build long-term, trust-based relationships with clients
- Offer consistent support and strategic financial guidance over time
Requirements
- Bachelor’s Degree from a reputable University
- Level 4 or 7 qualified & RDR compliant (e.g. CII, CISI)
- Valid Statement of Professional Standing (SPS)
- Knowledge of UK tax, retirement savings, and investment products
- Strong interpersonal and communication skills
- Self-driven, target-oriented, and confident in lead generation
- Willingness to travel (including 2 weeks every 2 months outside London)
- Full UK driving licence
Why join us
We offer structured training, mentorship from senior professionals, and an environment where your work has a lasting impact. This role is ideal for someone passionate about financial wellbeing, ethical investing, and client empowerment. Help people plan their futures. Grow a career with purpose.
Financial Advisor in Dartford employer: Oasis Crescent
Contact Detail:
Oasis Crescent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Dartford
✨Tip Number 1
Get out there and network! Attend local finance events, seminars, or workshops to meet potential clients and industry peers. The more people you connect with, the better your chances of landing that Financial Advisor role.
✨Tip Number 2
Show off your expertise! Create content on social media or a personal blog about financial planning, investment strategies, or market trends. This not only showcases your knowledge but also helps build your personal brand in the finance community.
✨Tip Number 3
Don’t forget to follow up! After meeting someone at an event or after an interview, send a quick message thanking them for their time. It keeps you fresh in their mind and shows your professionalism.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate Financial Advisors. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Financial Advisor in Dartford
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advising shine through. We want to see that you’re genuinely excited about helping clients achieve their financial goals and that you understand the importance of ethical investing.
Tailor Your CV: Make sure your CV is tailored to the role of Financial Advisor. Highlight your relevant qualifications, like your Level 4 or 7 certifications, and any experience you have in client engagement or financial planning. We love seeing how your background aligns with what we do!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language to describe your skills and experiences. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our purpose-driven team.
How to prepare for a job interview at Oasis Crescent
✨Know Your Financial Products
Make sure you brush up on your knowledge of UCITS funds, SIPPs, and ISAs. Being able to confidently discuss these products during the interview will show that you're not just a candidate, but someone who understands the core offerings of the firm.
✨Demonstrate Client Engagement Skills
Prepare examples of how you've successfully engaged with clients in the past. Whether it's through prospecting or building long-term relationships, showcasing your interpersonal skills will highlight your fit for the role.
✨Stay Updated on Market Trends
Familiarise yourself with current financial market trends and ethical investment practices. This knowledge will not only impress your interviewers but also demonstrate your commitment to providing informed advice to clients.
✨Understand Compliance Standards
Be ready to discuss your understanding of FCA and AML standards, as well as RDR principles. Showing that you take compliance seriously will reassure the interviewers that you can maintain the integrity of their operations.