Financial Adviser - Investments

Financial Adviser - Investments

Full-Time 49500 - 60500 £ / year (est.) Working from home possible
Obsidian Financial Services Limited

At a Glance

  • Tasks: Provide expert financial advice and manage client investments remotely.
  • Company: Independent financial advice firm with a strong community presence.
  • Benefits: Flexible remote work, office access for meetings, and no client acquisition required.
  • Other info: Enjoy a flexible work environment with opportunities for professional growth.
  • Why this job: Join a supportive team and make a real difference in clients' financial lives.
  • Qualifications: Experience in financial advising and strong communication skills.

The predicted salary is between 49500 - 60500 £ per year.

Job Description

We are an independent financial advice firm with a strong presence in the local community, looking for an experienced adviser to join the team.

Please ensure you read the below overview and requirements for this employment opportunity completely.

This is a genuinely flexible, remote-first role with an office available whenever needed for client meetings, collaboration, or simply a change of scene.

Clients are provided - you will not be expected to bring a client

Financial Adviser - Investments employer: Obsidian Financial Services Limited

As an independent financial advice firm deeply rooted in the local community, we pride ourselves on offering a flexible, remote-first work environment that prioritises collaboration and client satisfaction. With a competitive salary, performance-related bonuses, and a strong commitment to professional development, we provide our advisers with the tools and support they need to thrive, all while maintaining a culture that values integrity and teamwork.

Obsidian Financial Services Limited

Contact Details:

Obsidian Financial Services Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Adviser - Investments

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Obsidian Financial Services Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Adviser - Investments

Financial Analysis
Investment Knowledge
Client Relationship Management
Communication Skills
Advisory Skills
Market Research
Regulatory Knowledge

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Obsidian Financial Services Limited.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Obsidian Financial Services Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Obsidian Financial Services Limited

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Obsidian Financial Services Limited.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Obsidian Financial Services Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Obsidian Financial Services Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.