At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships.
- Company: Dynamic UK advice firm with ambitious growth and a people-first culture.
- Benefits: Competitive salary, bonuses, and strong support for your success.
- Other info: Flexible working options and a clear path to six-figure earnings.
- Why this job: Join a thriving firm and grow your earnings while helping clients secure their financial futures.
- Qualifications: 3-5 years as a regulated Financial Advisor with a Level 4 Diploma.
The predicted salary is between 60000 - 80000 £ 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. 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- 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
- 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
- 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
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.
Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.
Experienced Financial Advisor 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 six-figure earnings, this role offers an exceptional opportunity for Experienced Financial Advisors in the East Birmingham to Nottingham corridor. Embrace a work culture that values investment in people and technology, ensuring you thrive in your career while enjoying the flexibility of home-based or hybrid working arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend 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.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in pensions, investments, and client relationship management. Share insights on social media or write articles to demonstrate your knowledge and attract potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss how you’ve successfully managed client relationships and grown portfolios. Confidence is key, so rehearse until you feel like a pro!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented financial advisors. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Experienced Financial Advisor
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 qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience with pensions and investments.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your experience with client relationships and how you can contribute to our growth while emphasising your passion for delivering holistic advice.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've successfully serviced and grown client banks in the past. This will help us see the value you can bring to our firm.
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. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Be ready to discuss your experience in these areas, as well as any specific cases where you've successfully advised clients. This will show that you're not just qualified, but also passionate about delivering great advice.
✨Showcase Your Client Relationship Skills
Since this role focuses on servicing and growing existing client relationships, prepare examples of how you've built trust and rapport with clients in the past. Think about specific strategies you've used to retain clients and how you've managed to grow their portfolios over time.
✨Familiarise Yourself with the Company
Do a bit of homework on the firm’s recent acquisitions and their growth plans. Understanding their business model and how they support their advisors will help you tailor your answers and demonstrate that you're genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
