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- Tasks: Join a supportive team as a Financial Advisor, helping clients manage their finances.
- Company: A reputable financial services business with over 30 years of local presence in Somerset and Devon.
- Benefits: Enjoy a self-employed role with an OTE of £80,000+, hybrid working options, and full admin support.
- Why this job: Be part of a value-driven company focused on client success and organic growth.
- Qualifications: Must have a level 4 Diploma and transferable clients; strong customer service skills are essential.
- Other info: Opportunity to sell your client bank for a capital event.
The predicted salary is between 48000 - 112000 £ per year.
Are you an experienced Financial Advisor in Somerset or Devon looking to join a well-established and reputable business with an excellent local presence? Our client is an established Financial Services business with offices across Somerset and Devon. They are now looking to add another Financial Advisor to their team due to continued growth.
You will ideally have your own transferable clients to bring, you will also benefit from the business organic leads through local advertising and client referrals. You will be joining a highly successful and supportive team and will benefit from full administration & Paraplanning support.
Financial Advisor Requirements- You must have your level 4 Diploma
- You should have transferable clients
- You ideally will be confident in your ability to generate new clients
- You should have excellent customer service standards
- You should be passionate about helping clients
This company was first established over 30 years ago and are well respected in the local community. They are a value driven and client centric business. They are keen to continue growing organically.
Financial Advisor Benefits- Self employed role with an OTE of c. £80,000+
- Opportunity to sell your client bank to the business and create a capital event
- Full Administration & Paraplanning support
- Happy to consider Hybrid working
Taunton
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with local professionals in Somerset and Devon. Attend industry events, join local business groups, and connect with other financial advisors to build relationships that could lead to referrals or partnerships.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial advice to establish yourself as a knowledgeable resource in the community.
✨Tip Number 3
Consider reaching out to existing clients to discuss your potential move. If you have transferable clients, they may be interested in following you to a new firm, which can strengthen your application.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, client base, and growth plans so you can align your experience and goals with theirs during discussions.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently display your Level 4 Diploma in your CV and cover letter. This is a key requirement for the role, so it should be easy for the hiring team to see.
Showcase Transferable Clients: In your application, mention any transferable clients you have. This demonstrates your ability to bring value to the company from day one, which is a significant advantage.
Emphasise Customer Service Skills: Since excellent customer service standards are crucial for this role, provide specific examples of how you've delivered outstanding service in previous positions. This will help illustrate your passion for helping clients.
Tailor Your Application: Customise your CV and cover letter to reflect the values and goals of the company. Mention their long-standing reputation and your alignment with their client-centric approach to show that you’re a good fit.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Advisor, especially any transferable clients you can bring. Highlight specific examples of how you've successfully managed client relationships and generated new business.
✨Demonstrate Your Passion
Express your enthusiasm for helping clients achieve their financial goals. Share stories that illustrate your commitment to excellent customer service and how you’ve gone above and beyond for your clients in the past.
✨Understand the Company Culture
Research the company’s values and community presence. Be ready to explain how your personal values align with theirs and how you can contribute to their client-centric approach.
✨Prepare Questions
Have thoughtful questions ready to ask about the role, team dynamics, and growth opportunities within the company. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
