At a Glance
- Tasks: Advise clients on financial and estate planning, managing an established portfolio.
- Company: Reputable financial planning firm prioritising client care and long-term relationships.
- Benefits: Competitive salary, hybrid work, ongoing support, and professional development.
- Other info: Opportunity for growth and influence within a supportive environment.
- Why this job: Focus on advising with an existing client base and make a real impact.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in a regulated advice firm.
The predicted salary is between 50000 - 60000 £ per year.
This role is ideal if you want to focus on advising rather than building from scratch, with a substantial portfolio of existing clients already in place. You will be trusted to take ownership of relationships and deliver high quality financial and estate planning advice across the East Midlands.
Your role will centre on servicing and developing an existing client bank, providing holistic advice that genuinely adds value. You will work with clients across pensions, investments, protection and estate planning, ensuring advice is tailored, compliant and long term in focus.
Key aspects of the role include:
- Managing and retaining an established portfolio of clients
- Delivering full financial planning and estate planning advice
- Building strong, trusted relationships with clients over time
- Identifying opportunities for additional planning and ongoing servicing
- Working closely with internal support to ensure a smooth client journey
This role suits an adviser who enjoys autonomy, values quality advice and wants the security of an existing client base. There is scope to grow your influence within the business as the client bank develops and new opportunities arise.
Requirements:
- Level 4 Diploma in Regulated Financial Planning is essential
- Experience working as a Wealth Planner IFA within a regulated advice firm is essential
- Proven background servicing an existing client bank is essential
- Strong knowledge of pensions, investments and estate planning is essential
- Chartered status is desirable but not required
The business is a well established and professional financial planning firm with a strong reputation for client care. They prioritise long term relationships, quality advice and sustainable growth, providing advisers with the support needed to focus on clients rather than administration.
Benefits:
- Salary of £50,000 to £60,000
- This role is Hybrid within the East Midlands
- Established client bank provided from day one
- Ongoing professional support and development
- Stable and well structured advice environment
This role is best suited to a Financial Advisor already based in, or very familiar with, the East Midlands region due to the existing client base.
If you are an experienced Financial Advisor looking for a role where you can immediately add value and focus on advising, apply now to find out more.
Financial Advisor in Nottingham employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Nottingham
✨Tap into Campus Networks
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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 Nottingham
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.
