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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 considered; join a friendly team of 20 in Newport.
The predicted salary is between 43000 - 70000 £ 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.
Financial Advisor in Newport 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 in Newport
✨Tip Number 1
Network with local professionals in Newport to build relationships that could lead to referrals. Attend financial planning events or seminars in the area to connect with potential clients and other advisors.
✨Tip Number 2
Familiarise yourself with the existing client base and their needs. Understanding the history and preferences of the clients you will be taking over can help you establish trust and rapport quickly.
✨Tip Number 3
Engage with the team of Administrators and Paraplanners early on. Building strong relationships with them will not only help you learn the processes but also ensure a smoother transition for your clients.
✨Tip Number 4
Showcase your ability to self-generate leads by sharing past successes in networking or referral generation during interviews. This will demonstrate your proactive approach and align with the company's expectations.
We think you need these skills to ace Financial Advisor in Newport
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. Mention your Level 4 Diploma in Financial Planning or equivalent qualifications prominently.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their needs, particularly your ability to manage an existing client bank and generate new business through referrals.
Showcase Teamwork Skills: Since the role involves working closely with a team, emphasise your experience in collaborative environments. Provide examples of how you've successfully worked within small to medium teams in the past.
Highlight Self-Generation Experience: If you have experience in self-generating leads or networking, make sure to include this in your application. Detail any specific strategies you've used to build professional relationships or obtain referrals.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Client Base
Familiarise yourself with the existing client bank you'll be taking over. Understand their needs and preferences, as well as the history of their financial plans. This will help you build rapport and trust during the interview.
✨Demonstrate Your Networking Skills
Be prepared to discuss how you can self-generate new business through networking and referrals. Share specific examples from your past experiences where you've successfully built relationships that led to new clients.
✨Showcase Team Collaboration
Highlight your experience working in small to medium teams. Discuss how you value collaboration and how you can contribute to the supportive team environment at the firm, ensuring everyone achieves the best outcomes for clients.
✨Prepare Questions About Transition Plans
Ask insightful questions about the handover process and how the firm supports new advisors in transitioning clients. This shows your commitment to ensuring a smooth transition and your proactive approach to client retention.
