At a Glance
- Tasks: Engage clients, provide tailored financial advice, and build meaningful relationships across the UK.
- Company: A purpose-driven wealth management firm focused on delivering long-term value.
- Benefits: Structured training, mentorship, and a chance to make a lasting impact.
- Other info: Dynamic role with travel opportunities and a focus on ethical investing.
- Why this job: Empower clients to plan their futures while growing your career with purpose.
- Qualifications: Bachelor’s degree, Level 4 or 7 qualified, and strong communication skills.
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 Nottingham employer: Oasis Crescent
Join a dynamic and purpose-driven wealth management firm that prioritises employee growth and development. With structured training and mentorship from experienced professionals, you will have the opportunity to make a meaningful impact on clients' financial wellbeing while enjoying a supportive work culture that values ethical investing and client empowerment. Based in the vibrant city of Manchester, this role offers the chance to build lasting relationships and grow your career in a thriving financial landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Nottingham
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and local meetups to connect with potential clients and other financial advisors. Building relationships in person can really set you apart from the competition.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge on financial planning, tax optimisation, and investment products. Share it on social media or even start a blog to attract clients who are looking for guidance.
✨Tip Number 3
Don’t forget about follow-ups! After meeting potential clients, send them a quick email or message to thank them for their time and remind them of your services. A little persistence can go a long way in building those trust-based relationships.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate Financial Advisors. By applying directly, you’ll get a chance to showcase your personality and passion for helping clients plan their futures.
We think you need these skills to ace Financial Advisor in Nottingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your qualifications, especially if you have Level 4 or 7 certifications, and showcase any relevant experience in financial planning and client engagement.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial wellbeing and how you can contribute to our purpose-driven firm. Be sure to mention your understanding of UK tax and investment products.
Showcase Your Interpersonal Skills:As a Financial Advisor, building relationships is key. In your application, give examples of how you've successfully engaged with clients or worked in teams. We want to see your strong communication skills in action!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 prepared and understand 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 be key to impressing the interviewers.
✨Stay Updated on Market Trends
Familiarise yourself with current financial market trends and ethical investment practices. This knowledge will not only help you answer questions 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.
