At a Glance
- Tasks: Advise clients on holistic financial planning and manage leads effectively.
- Company: Established financial planning firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, and bonus opportunities.
- Other info: Flexible working environment with potential for self-employment.
- Why this job: Join a growing team with a steady flow of leads and career progression.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and UK market experience.
The predicted salary is between 45000 - 60000 € per year.
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation.
As a Financial Adviser, you will provide holistic financial planning advice to both new and existing clients, supported by strong in house lead flow and administrative support. While some existing clients may be available, the majority of your activity will come from internally generated enquiries with consistently high conversion rates.
Key highlights of the Financial Adviser role include:
- A steady pipeline of internally generated leads
- Flexibility to operate as an employed or self employed Financial Adviser
- A professional office based environment designed to improve adviser productivity
- The opportunity to build a long term client bank with clear progression potential
You will be encouraged to work from the office when not meeting clients, while still benefiting from flexibility for up to two days per week working from home.
Financial Adviser Requirements
- Level 4 Diploma in Regulated Financial Planning
- Proven experience working as a Financial Adviser within the UK market
- Strong knowledge of holistic financial planning and advice process
- Ability to manage and convert leads into long term client relationships
- CF30 status or ability to obtain
The Company
The company is a well established financial planning and professional services firm with multiple regional offices. They have built a reputation for quality advice, strong compliance standards and a supportive, professional culture.
Financial Adviser Benefits
- Employed Financial Adviser Basic salary from £45,000 to £60,000 depending on experience
- Salary times salary, then 10 percent bonus
- Hybrid working with office and home based flexibility
- Self Employed Financial Adviser 60 percent income retention on self generated business
- 40 percent income retention on provided leads and clients
- Ownership of all self generated clients
- Income smoothing available for the first 12 months on a case by case basis
Location
You should be based within approximately 20 miles of Taunton, Barnstaple with flexibility to work across these offices as required.
If you are a Financial Adviser looking for strong lead flow, flexibility and long term opportunity, apply now to find out more.
Locations
Financial Advisor in Devon, Exeter employer: Premier Jobs UK Limited
Join a well-established financial planning firm that prioritises your success as a Financial Adviser. With a steady pipeline of leads, a supportive office environment, and the flexibility to work from home, you will have the tools and opportunities to build a rewarding career while enjoying a healthy work-life balance. The company fosters a culture of professional growth, ensuring you can develop your skills and advance within the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Devon, Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with other Financial Advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain your experience and what makes you a great Financial Adviser. Keep it concise and engaging – think of it as your personal elevator pitch!
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for Financial Advisers. Make sure to check back regularly and apply directly through us to increase your chances of getting noticed.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism – plus, who doesn’t love a bit of gratitude?
We think you need these skills to ace Financial Advisor in Devon, Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in holistic financial planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Talk about how you've successfully converted leads into long-term client relationships. Numbers and specific examples can really make you stand out to us.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of holistic financial planning and the advice process. Be ready to discuss specific strategies you've used in the past to convert leads into long-term client relationships.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your proven experience as a Financial Adviser in the UK market. This will help demonstrate your capability and fit for the role.
✨Understand the Company Culture
Research the company’s reputation for quality advice and compliance standards. Be prepared to discuss how your values align with their supportive, professional culture during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the internal lead generation process and the flexibility of working arrangements. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
