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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 a supportive team.
- Why this job: This role offers a smooth transition with existing clients and the chance to grow your career.
- Qualifications: Must hold a Level 4 Diploma in Financial Planning or equivalent; experience preferred but not essential.
- Other info: Opportunity for self-employment and a friendly team environment in Newport, Shropshire.
The predicted salary is between 42000 - 84000 £ 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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Locations
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 actively within the local financial community in Shropshire. Attend industry events, seminars, and workshops to meet potential clients and professional introducers who can refer business to you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to connect with existing clients and showcase your expertise. Share valuable insights and engage with your network to build trust and attract new clients.
✨Tip Number 3
Familiarise yourself with the existing client bank and their needs. Understanding their history and preferences will help you build rapport quickly and ensure a smooth transition during the handover.
✨Tip Number 4
Collaborate closely with the team of Administrators and Paraplanners. Their knowledge of processes and clients will be invaluable in helping you settle in and maximise client retention from day one.
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. Emphasise your Level 4 Diploma in Financial Planning and any previous roles that demonstrate your ability to manage client relationships and generate new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience with client retention and how you plan to build on the existing client bank while generating new leads.
Highlight Team Collaboration Skills: Since the job involves working closely with a team, be sure to mention any past experiences where you successfully collaborated with others. This could include working with Administrators and Paraplanners or being part of a small to medium-sized team.
Showcase Self-Generation Abilities: If you have experience in self-generating business through networking or referrals, make this clear in your application. Provide specific examples of how you've successfully built your client base in the past.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Client Bank
Familiarise yourself with the existing client bank you'll be taking over. Understand their needs and preferences, as well as the history of their interactions with the previous advisor. This will help you build rapport and trust right from the start.
✨Demonstrate Your Networking Skills
Be prepared to discuss how you can self-generate new business. Share specific examples of your networking strategies or past successes in obtaining referrals. This shows that you're proactive and can contribute to the firm's growth.
✨Highlight Team Collaboration
Emphasise your experience working within small to medium teams. Discuss how you value collaboration and how you can contribute to the supportive team environment at the firm. Mention any past experiences where teamwork led to successful outcomes.
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or equivalent qualifications. If you're early in your career, focus on relevant experiences as a Paraplanner or Mortgage Advisor that demonstrate your knowledge and commitment to the financial services industry.
