At a Glance
- Tasks: Guide clients to financial independence through tailored planning and advice.
- Company: Thriving wealth management firm with a supportive culture.
- Benefits: Competitive salary, performance bonuses, flexible working, and professional development.
- Other info: Enjoy full back-office support and robust lead generation opportunities.
- Why this job: Make a real impact on clients' lives while growing your career.
- Qualifications: Diploma in Regulated Financial Planning and proven client management experience.
The predicted salary is between 50000 - 75000 £ per year.
Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm.
As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Manchester and the surrounding areas, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.
What makes this Financial Advisor role stand out?
- You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients.
- The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.
Key Responsibilities:
- Deliver face-to-face and virtual client meetings
- Conduct comprehensive financial reviews and produce detailed reports
- Develop new business through networking, referrals, and company leads
- Maintain and grow client relationships through regular reviews
- Leverage digital tools and CRM systems to enhance client service
Financial Advisor Requirements:
- Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
- Essential: Experience as a practicing Financial Advisor with proven client management skills
- Essential: Business development and networking experience
- Desirable: Proficiency with financial planning software and Microsoft Teams
The Company: Our client is an established wealth management firm experiencing significant growth.
Financial Advisor Benefits:
- Competitive salary: £50,000 - £75,000
- Attractive performance-related bonus
- Flexible hybrid working arrangements
- Full administrative and operational support
- Comprehensive paraplanning assistance
- Professional development opportunities
Location: Ideally based in or around the Manchester area and surrounding regions. Some travel for client meetings is expected.
Apply now to discover how this Financial Advisor opportunity could be the perfect fit for you.
Hiring: Financial Advisor (Investments / Pensions) in St Helens employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Hiring: Financial Advisor (Investments / Pensions) in St Helens
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Hiring: Financial Advisor (Investments / Pensions) in St Helens
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
