At a Glance
- Tasks: Manage and grow a client bank while delivering holistic financial planning advice.
- Company: Established Chartered financial planning firm focused on quality advice and adviser development.
- Benefits: Competitive salary, bonus opportunities, private medical cover, and hybrid working options.
- Other info: Clear progression towards Chartered status and potential for long-term stakeholder opportunities.
- Why this job: Take ownership of a client bank and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma qualified with 2+ years of experience as a Financial Adviser.
The predicted salary is between 50000 - 62500 £ per year.
Financial Adviser job opportunity with an established Chartered firm, offering the chance to take ownership of an existing client bank and genuinely grow it further. This Financial Adviser job is ideal for an ambitious Financial Adviser who wants more than just servicing. You will inherit a well established client bank and be trusted to develop it through proactive advice, referrals and new planning opportunities, rather than simply maintaining the status quo.
As the Financial Adviser, you will take responsibility for a portfolio of approximately 150 clients with funds under management in excess of £30 million. The client base is primarily investment and retirement focused, providing a strong platform for ongoing advice and future growth. This Financial Adviser job suits someone who enjoys client facing work, spotting opportunities and building long term relationships.
Key elements of the Financial Adviser role include:
- Managing and developing an existing client bank
- Delivering holistic financial planning advice
- Identifying new business and referral opportunities
- Building strong, long term client relationships
- Becoming a key part of the firm’s future adviser population
There is clear progression for the right Financial Adviser, including support towards Chartered status and the potential to become a long term stakeholder in the business.
Financial Adviser Requirements:
- Level 4 Diploma qualified is essential
- 2+ years experience as a practising Financial Adviser is essential
- Proven ability to manage and grow client relationships
- Strong investment and retirement planning experience
- Comfortable leading client meetings independently
The Company: This is a well established Chartered financial planning firm with a strong regional presence and a clear focus on quality advice, long term relationships and adviser development.
Financial Adviser Benefits:
- Employed or self employed options available
- Salary of £50,000+ (Depending on Experience) with an OTE of £75,000+
- Bonus on all new business
- Death in service benefit and private medical cover
- Enhanced pension contributions
- Share option scheme for long term commitment
- Full support towards Chartered status
- Hybrid working with autonomy over diary management
Location: Clients are based across Cheltenham and Gloucester, so the Financial Adviser should live within sensible commuting distance and be present in the region most of the week. If you are a Financial Adviser looking for a role where you can truly make a client bank your own, apply now to find out more.
Financial Advisor in Gloucester employer: Premier Jobs UK
Join a well-established Chartered financial planning firm in Cheltenham and Gloucester, where you can take ownership of an existing client bank and drive its growth through proactive advice and relationship building. With a strong focus on quality advice and adviser development, the company offers clear progression opportunities, support towards Chartered status, and a hybrid working model that promotes autonomy. Enjoy competitive salary packages, bonuses on new business, and a supportive work culture that values long-term commitment and employee growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Gloucester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join local finance groups, or even hit up LinkedIn. The more people you know, the more opportunities will come your way.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in investment and retirement planning. Whether it’s a blog post, a video, or a social media update, let potential clients see what you can offer them.
✨Tip Number 3
Be proactive! Don’t just wait for clients to come to you. Reach out to your existing network and ask for referrals. A personal touch can go a long way in building those long-term relationships we all crave.
✨Tip Number 4
Apply through our website! We’ve got a fantastic platform that connects you directly with opportunities. Plus, it shows you’re serious about taking ownership of your career as a Financial Adviser.
We think you need these skills to ace Financial Advisor in Gloucester
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the Financial Adviser role shine through. We want to see that you’re not just looking for any job, but that you’re genuinely excited about taking ownership of a client bank and growing it further.
Tailor Your CV:Make sure your CV is tailored to highlight your experience in managing and developing client relationships. We’re looking for someone who can demonstrate their ability to deliver holistic financial planning advice, so don’t hold back on showcasing your relevant skills!
Be Specific About Your Achievements:In your application, be specific about your past achievements as a Financial Adviser. Use numbers and examples to illustrate how you’ve successfully grown client portfolios or identified new business opportunities. We love seeing concrete evidence of your success!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at StudySmarter.
How to prepare for a job interview at Premier Jobs UK
✨Know Your Client Bank
Before the interview, take some time to familiarise yourself with the existing client bank you'll be inheriting. Understand the demographics and needs of these clients, as well as any potential growth opportunities. This will show your prospective employer that you're proactive and ready to hit the ground running.
✨Showcase Your Relationship-Building Skills
Since this role is all about building long-term relationships, be prepared to discuss specific examples from your past experiences where you've successfully developed client relationships. Highlight how you’ve identified new business opportunities and maintained client satisfaction.
✨Demonstrate Holistic Financial Planning Knowledge
Brush up on your knowledge of holistic financial planning, especially in investment and retirement sectors. Be ready to discuss strategies you would implement for the existing clients and how you can add value beyond just servicing their accounts.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the firm's approach to client management, support for achieving Chartered status, and how they envision the future of their adviser population. This shows your genuine interest in the role and the company.
