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- Tasks: Provide tailored financial advice and grow your own client base.
- Company: A dynamic, privately owned financial planning firm with a supportive culture.
- Benefits: Flexible earnings, self-employed options, and strong bonus potential.
- Other info: Work remotely or from offices in Cheltenham and London.
- Why this job: Gain control over your work and income while making a real impact.
- Qualifications: Level 4 Diploma in Financial Planning and existing client bank required.
The predicted salary is between 40000 - 60000 £ per year.
Financial Adviser job offering flexible earnings and the chance to build around your own client bank. Are you an experienced Financial Adviser with a portable book of clients, looking for a more flexible and rewarding way to work? You will join a growing advice firm that can offer either a self-employed route or a lower basic salary with strong bonus potential, so your earnings truly reflect the value of your client relationships. You will be focused on providing high-quality ongoing advice to your existing clients while also being supported to grow your book further. This role is ideal for Financial Advisers who want more control over how they work and how they are rewarded, without losing access to a professional, compliant and well-supported environment.
Typical duties include:
- Servicing and developing an existing client bank you bring with you
- Providing holistic financial planning advice across investments, pensions and protection
- Identifying opportunities to deepen relationships and generate referrals
- Working with admin and compliance support to maintain high standards under Consumer Duty
- Shaping your own business plan and income trajectory in line with your preferred model
Financial Adviser Requirements
- Essential - Level 4 Diploma in Financial Planning or equivalent
- Essential - Recent experience as a Financial Adviser in the UK retail market
- Essential - Existing client bank or recurring income that can be transitioned
The Company
An established, privately owned financial planning firm that has recently streamlined its structure and is now entering a growth phase. The business is keen to partner with quality advisers who can bring clients and want a long-term home where they can build value with the support of a regulated, well-run firm.
Financial Adviser Benefits
- Choice of self-employed or employed structure with lower basic salary and high bonus potential
- Earnings closely aligned to the recurring income and new business you generate
- Access to central compliance, systems and office facilities
- Potential to increase your client bank over time as the firm grows
- Flexible working options, with office access and home-based working available
Location
The firm welcomes advisers based anywhere in the UK, with optional use of their Cheltenham and London offices. If you are an adviser with a client bank and want a more flexible and rewarding setup, apply today.
Financial Advisor in Cheltenham employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be looking for a Financial Adviser themselves.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing a blog post about financial planning. This not only positions you as an expert but also attracts potential clients who resonate with your insights.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with other professionals in the industry. Share your achievements and client success stories to build credibility and attract attention.
✨Tip Number 4
Don't forget to apply through our website! We’re all about helping you find the right fit, so make sure to check out our listings and submit your application directly for the best chance at landing that dream role.
We think you need these skills to ace Financial Advisor in Cheltenham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Level 4 Diploma in Financial Planning and any relevant experience you have as a Financial Adviser. We want to see how your background aligns with what we’re looking for!
Bring Your Client Bank: Since having an existing client bank is essential, don’t forget to mention it! Let us know about the relationships you've built and how they can transition into this new role.
Tailor Your Application: Take a moment to customise your application to reflect our values and the specifics of the role. We love seeing candidates who take the time to connect their skills with what we need!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As a Financial Adviser, you’ll want to be well-versed in your own financial metrics. Be prepared to discuss your existing client bank and how it has performed. This shows that you understand the value of your relationships and can articulate your worth.
✨Showcase Your Holistic Approach
Make sure to highlight your ability to provide comprehensive financial planning advice. Prepare examples of how you've successfully managed investments, pensions, and protection for clients. This will demonstrate your capability to meet the firm's expectations.
✨Prepare for Relationship Building Questions
Expect questions about how you deepen client relationships and generate referrals. Have specific examples ready that illustrate your strategies and successes in this area. It’s all about showing that you can grow your book while maintaining high standards.
✨Understand the Firm's Structure
Familiarise yourself with the firm’s self-employed and employed structures. Be ready to discuss which model suits you best and why. This shows that you’ve done your homework and are serious about fitting into their growth phase.