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- Tasks: Help clients achieve their financial goals through tailored advice and relationship building.
- Company: Join a supportive team in Burgess Hill/Brighton, focused on independent financial advice.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and generous holiday allowances.
- Other info: Home-based role with opportunities for in-person client meetings and professional development.
- Why this job: Make a real impact on clients' lives while growing your career in a dynamic environment.
- Qualifications: Must have Level 4 Diploma in financial planning and 5+ years of advisory experience.
The predicted salary is between 43000 - 65000 £ per year.
If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well‑established financial services group, this could be the ideal next step in your career.
This role is perfect for an adviser who enjoys providing high quality investment and retirement planning advice without the constant pressure of cold‑sourcing clients. You will join a small, growing advice team that is supported by a wider group structure, giving you access to marketing, compliance, technical expertise and administrative resources.
You will take responsibility for building and managing your own portfolio of clients, offering holistic, unbiased advice and ensuring clients receive the highest standards of service. Much of your time will be spent speaking with warm internal referrals, long‑standing existing customers and individuals seeking support with their pensions or investment planning.
As the team expands, you will also play a key role in shaping processes, contributing ideas and helping to strengthen the advice proposition. Longer‑term there is scope to grow your client bank significantly, progress your earnings, and broaden your technical exposure across pensions and investments.
Key aspects of the role include:
- Providing regulated financial advice across pensions, investments and retirement planning
- Managing and retaining your own client portfolio
- Handling warm referrals passed from internal teams
- Maintaining high levels of compliance and client care
- Collaborating with senior advisers and group stakeholders
Financial Advisor Requirements
- You must be Level 4 Diploma qualified
- You must have a Minimum 3 years experience as a financial adviser or in a closely related role
- You should have strong pensions and investment knowledge
- You should have experience using IO or similar financial planning software
- You should be able to demonstrable ability to convert warm leads and manage long term client relationships
The Company
You will be joining a reputable and growing UK financial services group with a strong history in pensions and investment administration. The advice division is expanding due to increased internal demand and long‑term strategic growth, creating an excellent opportunity for an adviser wanting stability, support and high quality client flow.
Financial Advisor Benefits
- Salary £50,000 to £55,000 depending on experience
- Attractive bonus structure in place
- Hybrid working with regular office collaboration
- Comprehensive benefits package including private medical and death in service
- Full marketing, technical, legal, compliance and administrative support
- Warm leads provided from day one
Location
This role is ideally suited to candidates within commutable distance of Sale or the wider Greater Manchester area. Hybrid working is available once established.
If you are looking for a role where you can focus on quality advice, enjoy a steady flow of opportunities and be part of an ambitious team, we would love to hear from you. Apply today to be considered.
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
✨Network Like a Pro
Make sure to leverage your existing connections and actively seek out new ones in the financial sector. Attend local networking events in Burgess Hill or Brighton, and don’t hesitate to introduce yourself to business owners and entrepreneurs who could become potential clients.
✨Utilise Social Media
Engage with your audience on platforms like LinkedIn and Twitter. Share valuable insights about financial planning and investment strategies to showcase your expertise and attract potential clients. This will help you build a strong online presence that aligns with the company's focus on social media resources.
✨Showcase Your Client-Centric Approach
During any interactions, emphasise your dedication to understanding and meeting client needs. Prepare to discuss how you’ve successfully built long-term relationships in the past, as this aligns perfectly with the role's requirements and the company’s values.
✨Prepare for In-Depth Reviews
Brush up on your skills for conducting comprehensive financial reviews. Be ready to demonstrate how you can assess clients' current and future financial goals, as this is a key part of the role and will show your commitment to providing tailored advice.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your ability to grow a client bank and your client-centric approach. Use specific examples of how you've built long-term relationships with clients.
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 your 5+ years of experience. Discuss how your skills align with their needs, especially in terms of servicing existing clients and generating new business.
Showcase Your Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, provide examples in your application that demonstrate your approachability and professionalism. Highlight any experiences where you successfully engaged with clients or professional introducers.
Highlight Your Proactive Approach: Emphasise your proactive activities in growing a client portfolio. Discuss any lead generation strategies you've employed, including social media engagement or networking with corporate clients, to show that you can contribute to their growth focus.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how this has positively impacted your previous roles.
✨Demonstrate Your Proactive Business Development Skills
Be prepared to discuss your strategies for growing a client bank. Highlight any successful methods you've used in the past, such as engaging with professional introducers or leveraging social media for lead generation.
✨Highlight Your Experience and Qualifications
Make sure to mention your Level 4 Diploma in financial planning and any relevant certifications. Discuss your 5+ years of experience as a Financial Advisor, focusing on your track record of success in servicing and expanding client portfolios.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to formulate financial strategies. Prepare to discuss hypothetical scenarios where you would need to conduct in-depth reviews and provide tailored advice to clients.