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- Tasks: Take over an established client bank and ensure maximum retention while generating new business.
- Company: Join a local financial planning firm with strong partnerships and a collaborative team culture.
- Benefits: Enjoy a salary of £50,000 - £70,000, hybrid working, 25 days holiday, and bonuses.
- Why this job: Be part of a supportive team focused on achieving the best outcomes for clients.
- Qualifications: Must hold a Level 4 Diploma in Financial Planning or equivalent; experience preferred but not essential.
- Other info: Opportunity for self-employment considered; ideal for those early in their financial advice career.
The predicted salary is between 43000 - 61000 £ per year.
This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.
You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely to be a handover in place to assist you and the clients with having a smooth transition.
You should be able to write good levels of new business with leads / enquiries being passed to you from the company, plus the existing client bank has proven to generate new business through referrals.
Individuals who can actively self-generate would be rewarded, whether thats through networking, generating professional introducers or regularly obtaining referrals.
You will have the backing of an established team of Administrators and Paraplanners, many of whom have been part of the business for several years so know the processes, clients and providers very well. Weekly catch ups take place to ensure everyone knows what needs to be actioned.
You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients.
Financial Advisor Requirements
- You must hold full Level 4 Diploma in Financial Planning or equivalent
- You should be an experienced Financial Advisor
- Alternatively, our client would be open minded to an individual early in their financial advice career, who has been within the industry for some time (e.g. Paraplanner or Mortgage Advisor)
- Candidates with experience of working within small / medium teams would be beneficial
The Company
This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.
Financial Advisor Benefits
- Salary of £50,000 – £70,000 plus bonuses
- Alternatively, would consider self-employed if desired
- Hybrid working with ideally 3 days in their office in Newport, Shropshire
- 25 days holiday plus bank holidays and pension
- Joining a friendly, supportive team
Location
Newport, Shropshire
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Financial Advisor 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
✨Tip Number 1
Network with local professionals in the financial services industry. Attend events or join groups where you can meet potential clients and other advisors who might refer business to you.
✨Tip Number 2
Familiarise yourself with the existing client base and their needs. Understanding their history and preferences will help you build rapport quickly and ensure a smooth transition.
✨Tip Number 3
Showcase your ability to self-generate leads by sharing past successes in networking or referral generation during your interviews. This will demonstrate your proactive approach to business development.
✨Tip Number 4
Engage with the team before applying. Reach out to current employees on platforms like LinkedIn to learn more about the company culture and how you can fit into their collaborative environment.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Advisor, especially any work with client retention and new business generation. Include specific examples of how you've successfully managed client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 Diploma in Financial Planning and any relevant experience that aligns with the job description, such as working in small teams or generating referrals.
Showcase Your Client Management Skills: Emphasise your ability to manage an existing client bank and your strategies for ensuring client retention. Discuss any previous experiences where you successfully transitioned clients or maintained strong relationships.
Highlight Your Networking Abilities: Since self-generation of leads is valued, include examples of how you've built professional networks or obtained referrals in the past. This will demonstrate your proactive approach to business development.
How to prepare for a job interview at Premier Jobs UK Limited
✨Understand the Client Base
Familiarise yourself with the existing client bank you'll be taking over. Knowing their needs and preferences will help you build rapport quickly and ensure a smooth transition.
✨Showcase Your Networking Skills
Be prepared to discuss how you can self-generate new business. Highlight any past experiences where you've successfully built professional relationships or obtained referrals.
✨Emphasise Team Collaboration
Since you'll be joining a team of 20, demonstrate your ability to work collaboratively. Share examples of how you've contributed to team success in previous roles.
✨Highlight Relevant Qualifications
Make sure to mention your Level 4 Diploma in Financial Planning or equivalent. If you're early in your career, discuss your experience as a Paraplanner or Mortgage Advisor to show your industry knowledge.
