At a Glance
- Tasks: Advise clients on holistic financial planning and manage leads for long-term relationships.
- Company: Established financial planning firm with a supportive and professional culture.
- Benefits: Competitive salary, hybrid working, and strong lead generation support.
- Other info: Flexible working environment with options for both employed and self-employed advisers.
- Why this job: Join a growing team with a steady pipeline of clients and clear progression opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in the UK market.
The predicted salary is between 45000 - 60000 € per year.
This Financial Adviser job is ideal if you want to spend more time advising clients and less time worrying about where your next opportunity is coming from. You will join an established, expanding advice business that is actively investing in its Financial Adviser team, infrastructure and internal lead generation. As a Financial Adviser, you will provide holistic financial planning advice to both new and existing clients, supported by strong in house lead flow and administrative support. While some existing clients may be available, the majority of your activity will come from internally generated enquiries with consistently high conversion rates.
Key highlights of the Financial Adviser role include:
- A steady pipeline of internally generated leads
- Flexibility to operate as an employed or self employed Financial Adviser
- A professional office based environment designed to improve adviser productivity
- The opportunity to build a long term client bank with clear progression potential
You will be encouraged to work from the office when not meeting clients, while still benefiting from flexibility for up to two days per week working from home.
Financial Adviser Requirements:
- Level 4 Diploma in Regulated Financial Planning
- Proven experience working as a Financial Adviser within the UK market
- Strong knowledge of holistic financial planning and advice process
- Ability to manage and convert leads into long term client relationships
- CF30 status or ability to obtain
The company is a well established financial planning and professional services firm with multiple regional offices. They have built a reputation for quality advice, strong compliance standards and a supportive, professional culture.
Financial Adviser Benefits:
- Basic salary from £45,000 to £60,000 depending on experience
- Salary validation at 2.5 times salary, then 10 percent bonus
- Hybrid working with office and home based flexibility
Self Employed Financial Adviser:
- 60 percent income retention on self generated business
- 40 percent income retention on provided leads and clients
- Ownership of all self generated clients
- Income smoothing available for the first 12 months on a case by case basis
You should be based within approximately 20 miles of Taunton, Barnstaple with flexibility to work across these offices as required. If you are a Financial Adviser looking for strong lead flow, flexibility and long term opportunity, apply now to find out more.
Employed Financial Advisor in Taunton employer: Premier Jobs UK
Join a well-established financial planning firm that prioritises your success as an Employed Financial Advisor. With a steady pipeline of internally generated leads, a supportive office environment, and the flexibility to work from home, you will have the tools and resources to build a long-term client bank while enjoying clear progression opportunities. Our commitment to quality advice and professional development makes us an excellent employer in the Taunton and Barnstaple area.
StudySmarter Expert Advice🤫
We think this is how you could land Employed Financial Advisor in Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might arise, so be ready to explain who you are and what you do in a clear and engaging way. Tailor your pitch to highlight your experience in holistic financial planning and how you can add value to potential clients.
✨Tip Number 3
Leverage our website! We’ve got a steady stream of job opportunities just waiting for you. Make sure to check it regularly and apply directly through us to increase your chances of getting noticed by employers looking for talented financial advisers.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the best fit for their team.
We think you need these skills to ace Employed Financial Advisor in Taunton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in holistic financial planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Success Stories:When detailing your experience, include specific examples of how you've successfully managed leads and built client relationships. We love seeing numbers and success stories that demonstrate your impact!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from 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 holistic financial planning and the advice process. Be ready to discuss your experience in the UK market and how you've successfully managed client relationships in the past.
✨Showcase Your Lead Conversion Skills
Since this role involves converting leads into long-term clients, prepare examples of how you've done this before. Highlight any specific strategies or techniques that led to high conversion rates in your previous roles.
✨Emphasise Flexibility and Teamwork
This company values a professional office environment and flexibility. Be prepared to discuss how you can balance working from the office and home while contributing positively to the team dynamic.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's lead generation process and support systems. This shows your genuine interest in the role and helps you understand how you can thrive within their established framework.
