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 secure their financial future.
- Qualifications: 3-5 years as a regulated Financial Advisor with a 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.
- Key highlights of the role include:
- 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:
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
Location:
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 Derby 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, robust support systems, and a clear pathway to significant earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Midlands region. Embrace a work culture that values long-term growth and innovation, ensuring you thrive in your career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor in Derby
✨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
Show off your expertise! Prepare to discuss your experience with pensions and investments in detail during interviews. Use real-life examples to demonstrate how you've successfully managed client relationships and delivered results.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. This will help you articulate your value as an Experienced Financial Advisor when it counts.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're serious about joining a firm that values growth and support.
We think you need these skills to ace Experienced Financial Advisor in Derby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Experienced Financial Advisor role. Highlight your relevant experience, especially in 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. Talk about your passion for building long-term client relationships and how you can contribute to our growth.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma in Financial Planning or equivalent. This is essential for us, so make it stand out in your application to show you meet the requirements.
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 on the path to joining our fantastic 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 that you’re not just about advice but also about results.
✨Understand the Company’s Vision
Research the firm’s growth plans and how they align with your career goals. Be prepared to articulate how your experience can contribute to their ambitious objectives. This demonstrates that you’re not only interested in the role but also invested in the company’s future.
✨Showcase Your Client Relationship Skills
Since this role focuses on servicing and growing existing relationships, come prepared with examples of how you’ve successfully managed client portfolios. Highlight your approach to building trust and rapport, as this is crucial for long-term success in the position.
✨Be Ready for Technical Questions
Brush up on your knowledge of pensions, investments, and protection products. Expect technical questions that assess your understanding of these areas. Being able to confidently discuss regulatory frameworks and market trends will set you apart from other candidates.
