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: 3-5 years as a regulated Financial Advisor with 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:
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 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 operational support, 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 invests in your success, allowing you to focus on delivering holistic financial advice while enjoying the flexibility of home-based or hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can lead to job opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your experience and skills. Prepare a few success stories that demonstrate how you've helped clients in the past. This will show them you’re not just another candidate, but someone who can truly add value.
✨Leverage Social Media
Use platforms like LinkedIn to your advantage! Share insights about the financial industry, engage with posts, and connect with decision-makers at firms you’re interested in. A strong online presence can make you stand out and attract recruiters to you.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we often prioritise candidates who show genuine interest in our firm. Plus, it’s super easy to navigate!
We think you need these skills to ace Experienced Financial Advisor
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 clearly list your Level 4 Diploma in Financial Planning or equivalent. This is essential, so make it easy for us to see that you meet the requirements right off the bat!
Apply Through Our Website:We encourage you to apply through our website for a smoother application 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 Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience in these areas, as well as any specific cases where you've successfully advised clients. This will show that you're not just qualified, but also passionate about what you do.
✨Showcase Your Client Relationship Skills
Since this role focuses on servicing and growing existing client relationships, be prepared to share examples of how you've built trust and rapport with clients in the past. Highlight any strategies you've used to retain clients and enhance their experience.
✨Familiarise Yourself with Their Tools
Research the modern adviser platforms and CRMs that the company uses. If you have experience with similar tools, mention it during the interview. This shows that you’re ready to hit the ground running and can adapt quickly to their systems.
✨Discuss Your Growth Mindset
Talk about your career aspirations and how you see yourself progressing within the company. Emphasise your desire for long-term earnings growth and how you plan to contribute to the firm's success. This aligns perfectly with their focus on investing in people and careers.
