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- Tasks: Provide high-quality financial advice and manage your own client portfolio.
- Company: Join a reputable UK financial services group with strong growth potential.
- Benefits: Competitive salary, attractive bonuses, hybrid working, and comprehensive support.
- Other info: Be part of an ambitious team and shape the future of financial advice.
- Why this job: Focus on quality advice with a steady flow of warm leads and genuine progression.
- Qualifications: Level 4 Diploma qualified with at least 3 years of experience in financial advising.
The predicted salary is between 50000 - 55000 £ per year.
If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well-established financial services group, this could be the ideal next step in your career. This role is perfect for an adviser who enjoys providing high quality investment and retirement planning advice without the constant pressure of cold-sourcing clients.
You will join a small, growing advice team that is supported by a wider group structure, giving you access to marketing, compliance, technical expertise and administrative resources. You will take responsibility for building and managing your own portfolio of clients, offering holistic, unbiased advice and ensuring clients receive the highest standards of service. Much of your time will be spent speaking with warm internal referrals, long-standing existing customers and individuals seeking support with their pensions or investment planning.
As the team expands, you will also play a key role in shaping processes, contributing ideas and helping to strengthen the advice proposition. Longer-term there is scope to grow your client bank significantly, progress your earnings, and broaden your technical exposure across pensions and investments.
Key aspects of the role include:- Providing regulated financial advice across pensions, investments and retirement planning
- Managing and retaining your own client portfolio
- Handling warm referrals passed from internal teams
- Maintaining high levels of compliance and client care
- Collaborating with senior advisers and group stakeholders
- You must be Level 4 Diploma qualified
- You must have a Minimum 3 years experience as a financial adviser or in a closely related role
- You should have strong pensions and investment knowledge
- You should have experience using IO or similar financial planning software
- You should be able to demonstrable ability to convert warm leads and manage long term client relationships
You will be joining a reputable and growing UK financial services group with a strong history in pensions and investment administration. The advice division is expanding due to increased internal demand and long term strategic growth, creating an excellent opportunity for an adviser wanting stability, support and high quality client flow.
Financial Advisor Benefits- Salary £50,000 to £55,000 depending on experience
- Attractive bonus structure in place
- Hybrid working with regular office collaboration
- Comprehensive benefits package including private medical and death in service
- Full marketing, technical, legal, compliance and administrative support
- Warm leads provided from day one
This role is ideally suited to candidates within commutable distance of Sale or the wider Greater Manchester area. Hybrid working is available once established.
If you are looking for a role where you can focus on quality advice, enjoy a steady flow of opportunities and be part of an ambitious team, we would love to hear from you. Apply today to be considered.
Financial Advisor: Warm Leads, Growth & Hybrid Role in Chester employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor: Warm Leads, Growth & Hybrid Role in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing those warm leads.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in pensions and investments. Share valuable insights on social media or write articles to position yourself as a go-to advisor in your field.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help potential clients with their investment and retirement planning. A confident and clear pitch can make all the difference when converting those warm leads.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Advisor: Warm Leads, Growth & Hybrid Role in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant experience in pensions and investments to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about providing high-quality financial advice and how you can contribute to our growing team. Keep it personal and engaging!
Showcase Your Client Management Skills: We want to see how you’ve successfully managed client relationships in the past. Include examples of how you've converted warm leads and maintained long-term client satisfaction in your application.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It helps us keep track of your application and ensures you’re considered for this exciting opportunity!
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 retirement planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage and retain client portfolios. Discuss how you've built long-term relationships and converted warm leads into satisfied clients, as this is crucial for the role.
✨Understand the Company Culture
Research the financial services group you'll be interviewing with. Understand their values, mission, and the support they provide to advisers. This will help you align your answers with what they’re looking for and demonstrate your genuine interest in joining their team.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role, the team dynamics, and the growth opportunities available. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.