At a Glance
- Tasks: Manage and grow a client bank while delivering holistic financial planning advice.
- Company: Established Chartered financial planning firm focused on quality advice and long-term relationships.
- Benefits: Competitive salary, bonus opportunities, hybrid working, and support towards Chartered status.
- Other info: Clear progression opportunities and potential for long-term stakeholder involvement.
- Why this job: Take ownership of a client bank and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma qualified with 2+ years of experience as a Financial Adviser.
The predicted salary is between 50000 - 80000 £ per year.
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.
As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.
Key elements of the Financial Adviser role include:
- Managing and developing an existing client bank
- Delivering holistic financial planning advice
- Identifying new business and referral opportunities
- Building strong, long term client relationships
- Becoming a key part of the firm’s future adviser population
There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.
Financial Adviser Requirements:
- Level 4 Diploma qualified is essential
- 2+ years experience as a practising Financial Adviser is essential
- Proven ability to manage and grow client relationships
- Strong investment and retirement planning experience
- Comfortable leading client meetings independently
The Company:
This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.
Financial Adviser Benefits:
- Employed or self employed options available
- Salary of £50,000-£80,000 (Depending on Experience) with an OTE of £75,000+
- Bonus on all new business
- Death in service benefit and private medical cover
- Enhanced pension contributions
- Share option scheme for long term commitment
- Full support towards Chartered status
- Hybrid working with autonomy over diary management
Location:
Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week. If you are a Financial Adviser looking for a role where you can truly make a client bank your own, apply now to find out more.
Financial Advisor in Cheltenham employer: Premier Jobs UK Limited Careers
Join a well-established Chartered financial planning firm that prioritises quality advice and long-term relationships, offering you the opportunity to take ownership of an existing client bank and drive its growth. With a strong focus on employee development, including support towards Chartered status and a share option scheme for long-term commitment, this role provides a rewarding work culture where your ambitions can flourish. Enjoy the flexibility of hybrid working while building meaningful client relationships in the vibrant Cheltenham and Gloucester region.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Cheltenham
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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.
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Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited Careers. 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 Advisor in Cheltenham
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 Premier Jobs UK Limited Careers.
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 Premier Jobs UK Limited Careers'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 Premier Jobs UK Limited Careers
✨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 Premier Jobs UK Limited Careers.
✨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 Premier Jobs UK Limited Careers 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 Premier Jobs UK Limited Careers 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.
