At a Glance
- Tasks: Provide independent financial advice and build strong client relationships through networking.
- Company: Reputable independent financial planning firm with a collaborative team environment.
- Benefits: Competitive salary, performance bonuses, and support for industry qualifications.
- Other info: Flexible working options and excellent career growth potential.
- Why this job: Join a respected team and make a real impact in clients' financial lives.
- Qualifications: CAS status, Level 4 Diploma, and experience in pensions and investments required.
The predicted salary is between 50000 - 75000 £ per year.
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You will be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time.
In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning.
In this role you will:
- Provide independent advice across pensions, investments, protection and wider financial planning
- Build strong relationships with new clients through proactive networking, referrals and introductions
- Manage ongoing review work to maintain high standards of service and ethics
- Work closely with paraplanners, administrators and compliance to deliver a smooth client experience
- Stay up to date with regulatory and technical changes to maintain high-quality advice
The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring.
Financial Adviser Requirements
- Essential: CAS status as a UK Financial Adviser
- Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Essential: Experience advising on pensions and investments
- Essential: Clear evidence of proactive business generation (hunter profile)
- Desirable: Established introducer links or a strong professional network
The Company
An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment.
Financial Adviser Benefits
- Competitive basic salary likely within £50,000 - £75,000, depending on experience
- Performance related bonus structure
- Full paraplanning, administration and compliance support
- Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan
- Mixture of seeing clients in their office, clients home or via Teams
- Free car parking available on site
- Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
- Office-based with some flexibility depending on experience
Location
Ideal for candidates within travelling distance of Meriden.
If this sounds like the right opportunity for you, click Apply to speak with our team.
Financial Advisor in Balsall Common employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Balsall Common
✨Tip Number 1
Network like a pro! Attend industry events, join local business groups, and connect with other financial professionals. Building relationships is key to generating leads and finding new clients.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on pensions, investments, and financial planning on platforms like LinkedIn. This not only builds your personal brand but also attracts potential clients.
✨Tip Number 3
Don’t shy away from asking for referrals! If you’ve got happy clients, encourage them to spread the word. A personal recommendation can go a long way in building trust with new prospects.
✨Tip Number 4
Stay updated with industry trends and regulations. This knowledge not only boosts your confidence but also positions you as a reliable adviser. Clients appreciate an adviser who knows their stuff!
We think you need these skills to ace Financial Advisor in Balsall Common
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your business development achievements and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our team. Mention your proactive approach to building client relationships and any introducer links you have.
Showcase Your Experience:In your application, be clear about your experience advising on pensions and investments. Provide specific examples of how you've generated business and built long-term client relationships to demonstrate your hunter profile.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. We can't wait to hear from you!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. The firm is looking for someone who can provide independent advice, so be ready to discuss your experience and how you've helped clients in the past.
✨Show Off Your Networking Skills
Since this role is all about building relationships, come prepared with examples of how you've generated business in the past. Talk about your introducer links and how you've developed your professional network to create new opportunities.
✨Demonstrate Your Client-Centric Approach
The firm values a holistic approach to financial planning, so be ready to explain how you prioritise client needs. Share stories that highlight your commitment to maintaining high standards of service and ethics in your work.
✨Stay Current with Regulations
Make sure you're up to date with the latest regulatory and technical changes in the financial sector. This shows that you're proactive and committed to providing high-quality advice, which is crucial for this role.
