At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Dynamic UK advice firm with ambitious growth plans and strong support.
- Benefits: Competitive salary, bonuses, and flexible working options.
- Other info: Strong operational support and clear pathway to six-figure earnings.
- Why this job: Join a supportive team and grow your earnings while helping clients thrive.
- Qualifications: Regulated Financial Advisor with 3-5 years experience and Level 4 Diploma.
The predicted salary is between 60000 - 80000 £ per year.
This job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. You will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role is centred on servicing, retaining and growing existing relationships rather than heavy self generation.
You will operate as a trusted advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.
- Competitive base salary with structured increases linked to recurring income
- Immediate access to an allocated client bank from acquisitions
- Additional bonuses on initial fees and self generated clients
- Clear pathway to six figure earnings
- Strong operational, paraplanning and client service support
Requirements:
- Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
- Essential Level 4 Diploma in Financial Planning or equivalent
- Essential experience advising on pensions and investments
- Desirable experience inheriting or servicing existing client banks
- Desirable experience using modern adviser platforms and CRMs
The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.
Benefits:
- Base salary typically £60,000 to £80,000 with progression beyond this
- Realistic first year total earnings exceeding £100,000
- Bonuses on initial fees and additional rewards for self generated clients
- Home based or hybrid working depending on location
- Strong administrative and paraplanning support
Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region. If you are seeking long term earnings growth, security and genuine support, apply today to discuss this opportunity in confidence.
Experienced Financial Advisor in Chesterfield employer: Premier Jobs UK Limited
Join a dynamic and rapidly growing advice firm that prioritises your professional development and client relationships. With a competitive salary structure, strong back office support, and a clear pathway to significant earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Midlands region. Enjoy the flexibility of home-based or hybrid working while being part of a company that values investment in its people and technology.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor in Chesterfield
✨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 that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on pensions, investments, and client relationship management on social media or a blog. This will position you as a go-to expert in your field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss how you've successfully managed client relationships and delivered holistic advice in the past.
✨Tip Number 4
Don't forget to apply through our website! We have a streamlined application process that makes it easy for you to get noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Experienced Financial Advisor in Chesterfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Financial Advisor. Focus on your achievements in advising on pensions and investments, and don’t forget to mention any client banks you've inherited or serviced.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for building long-term client relationships and how you can contribute to our growth plans.
Showcase Your Qualifications:Don’t forget to include your Level 4 Diploma in Financial Planning or equivalent in your application. This is essential, so make it stand out to show you meet the requirements right off the bat!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As an Experienced Financial Advisor, you’ll want to be well-versed in your past performance metrics. Be ready to discuss your client retention rates, growth in assets under management, and any successful strategies you've implemented. This shows you’re not just about numbers but also about results.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained long-term client relationships. Discuss specific cases where your advice made a significant impact on a client's financial situation. This will demonstrate your ability to service and grow existing relationships, which is key for this role.
✨Familiarise Yourself with the Company’s Values
Research the company’s mission and values thoroughly. Be prepared to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team and contribute to their growth.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company’s goals. Inquire about their approach to client acquisition and retention, or how they support their advisors in achieving their targets. This demonstrates your interest and engagement in the position.
