At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Dynamic UK advice firm with ambitious growth plans and strong support.
- Benefits: Competitive salary, bonuses, and flexible working options.
- Other info: Strong operational support and clear pathway to six-figure earnings.
- Why this job: Join a supportive team and grow your earnings while making a real impact.
- Qualifications: 3-5 years as a regulated Financial Advisor with Level 4 Diploma.
The predicted salary is between 70000 - 70000 £ per year.
This job is a rare opportunity to join a high growth, well funded advice firm where you are supported to focus on advice, build long term client relationships and progress your earnings meaningfully over time. As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role is centred on servicing, retaining and growing existing relationships rather than heavy self generation.
You will operate as a trusted advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.
Key highlights of the role include:
- Competitive base salary with structured increases linked to recurring income
- Immediate access to an allocated client bank from acquisitions
- Additional bonuses on initial fees and self generated clients
- Clear pathway to six figure earnings
- Strong operational, paraplanning and client service support
Requirements:
- Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
- Essential Level 4 Diploma in Financial Planning or equivalent
- Essential experience advising on pensions and investments
- Desirable experience inheriting or servicing existing client banks
- Desirable experience using modern adviser platforms and CRMs
The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.
Benefits:
- Base salary typically £60,000 to £80,000 with progression beyond this
- Realistic first year total earnings exceeding £100,000
- Bonuses on initial fees and additional rewards for self generated clients
- Home based or hybrid working depending on location
- Strong administrative and paraplanning support
Location: Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.
If you are seeking long term earnings growth, security and genuine support, apply today to discuss this opportunity in confidence.
Experienced Financial Advisor in Derby employer: Premier Jobs UK
Join a dynamic and rapidly growing advice firm that prioritises your professional development and client relationships. With a competitive salary structure, strong operational support, and a clear pathway to significant earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Midlands region. Enjoy the flexibility of home-based or hybrid working while being part of a company that values investment in its people and technology.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor in Derby
✨Network Like a Pro
Get out there and connect with other financial advisors and industry professionals. Attend networking events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info on job openings.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and success stories. Share how you've helped clients grow their investments or navigate complex financial situations. This will position you as a trusted advisor.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and your thoughts on market trends. This not only showcases your knowledge but also keeps you on the radar of recruiters and firms looking for experienced advisors like us.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings. Applying directly through our site can give you an edge, as we prioritise candidates who show genuine interest in joining our team. Let’s get you that dream role!
We think you need these skills to ace Experienced Financial Advisor in Derby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Experienced Financial Advisor role. Highlight your experience with pensions, investments, and any client relationship management you've done. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how your background aligns with our firm's goals. Be genuine and let your personality come through – we love to see the real you!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client bank or hitting targets, we want to know how you've made an impact in your previous roles. Numbers and specific examples can really make your application stand out.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to the right people. Plus, you’ll get to see more about our company culture and values!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Numbers
As an Experienced Financial Advisor, you’ll want to brush up on your financial metrics and performance indicators. Be ready to discuss your past achievements in terms of client retention rates, growth in assets under management, and any relevant KPIs that showcase your success.
✨Understand the Company’s Vision
Familiarise yourself with the company’s growth plans and how they align with your career goals. Show enthusiasm for their commitment to investing in people and technology, and be prepared to discuss how you can contribute to their ambitious objectives.
✨Prepare Client Scenarios
Think about specific client scenarios you’ve handled in the past, especially those involving pensions and investments. Be ready to share these examples during the interview to demonstrate your expertise and ability to build long-term relationships.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the industry. Inquire about the support systems in place for advisors, the company culture, and how they measure success. This shows you’re genuinely interested and engaged.
