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For Companies At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Respected financial planning business in East Anglia with a supportive culture.
- Benefits: Competitive salary, bonus, company car, pension scheme, and comprehensive support.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: 5+ years of experience in regulated financial advice and strong technical knowledge.
- Other info: Opportunities for genuine long-term career development in a professional environment.
The predicted salary is between 63000 - 84000 £ per year.
We are working with a respected and well-established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You’ll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.
What You’ll Be Doing As Financial Adviser:
- Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships
- Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning
- Working closely with in-house technical and compliance support to maintain high professional standards
- Identifying new advice opportunities through referrals, networking and professional connections
What We’re Looking For As Financial Adviser:
- Proven experience providing regulated advice in a client-facing role (ideally 5+ years)
- Strong technical knowledge across pensions, investments and tax-efficient planning
- A confident relationship-builder with a client-first mindset
- Proactive and commercially driven, comfortable generating new business through connections and referrals
What’s on offer:
- Salary £75,000-£100,000 (depending on experience) + discretionary annual bonus
- Company car or car allowance
- Pension scheme, life assurance and a strong benefits package
- Full paraplanning and admin support
- An existing book of contacts as well as superb warm leads and introductions
- Genuine long-term career development in a professional, supportive environment
Independent Financial Adviser - Individual Wealth Advice employer: Prospections (International) Limited
Contact Detail:
Prospections (International) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Individual Wealth Advice
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals. Attend industry events, join local meetups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles on financial planning topics. This not only positions you as a knowledgeable adviser but also attracts potential clients who are looking for someone with your skills.
✨Tip Number 3
Leverage your existing client base. Don’t hesitate to ask for referrals from satisfied clients. A personal recommendation goes a long way in building trust with new prospects.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, we’re always on the lookout for talented advisers like you to join our team.
We think you need these skills to ace Independent Financial Adviser - Individual Wealth Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match what we're looking for. Highlight your client-facing experience and any specific achievements in financial planning to grab our attention!
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 you can bring value to our Wealth Advisory team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We want to see your strong technical knowledge across pensions, investments, and tax-efficient planning. Don’t shy away from mentioning specific examples or scenarios where you've successfully applied this knowledge in your previous roles.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Prospections (International) Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient planning. Be ready to discuss specific scenarios where you've successfully provided advice, as this will show your expertise and confidence in the field.
✨Client-Centric Mindset
Prepare to demonstrate your client-first approach. Think of examples where you've built strong relationships with clients or turned a challenging situation into a positive outcome. This will highlight your ability to connect and build trust, which is crucial for this role.
✨Show Your Proactivity
Be ready to talk about how you've generated new business in the past. Whether through networking, referrals, or other means, having concrete examples will showcase your proactive nature and commercial drive, which are key traits they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, their approach to client relationships, and how they support their advisers. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
