Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients navigate their financial futures and build lasting relationships.
- Company: Award-winning Chartered Wealth Management firm with a friendly team.
- Benefits: Base salary up to £80,000 plus bonuses, hybrid work model.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in financial planning and strong communication skills.
- Other info: Join a supportive environment with opportunities for professional development.
The predicted salary is between 72000 - 84000 £ per year.
Base salary to £80,000 (negotiable) plus bonus, on target £120,000 - £130,000. Hybrid.
An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Advisor to join its highly successful and friendly team. The firm currently has the capacity to recruit an experienced Senior Financial Planner to advise a client bank of up to £50m of assets of Net worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of senior financial planners.
As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that will benefit them. It is expected that you will continue to develop and forge strong relationships with clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:- Prospecting and contacting potential clients in accordance with the firm’s business plan.
- Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements.
- Maintaining all standards of performance as required by the firm.
- Making sure a current statement of professional standing (SPS) is always held.
- Obtaining and maintaining the level of competence as required by the firm while complying with the Financial Services and Markets Act 2000 and the FCA conduct rules.
- Ensuring all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered.
- Ensuring sufficient client information is obtained and recorded before any recommendation is made.
- Making suitable recommendations and proposing financial solutions that meet each client’s goals and objectives.
Financial Adviser employer: Rayment Recruitment
Contact Detail:
Rayment Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let people see you as the go-to expert. This will help you attract clients who need your services.
✨Tip Number 3
Practice your pitch! You’ll want to be able to explain complex financial solutions in a way that’s easy to understand. Role-play with friends or colleagues to refine your communication skills. The clearer you are, the more likely clients will trust you with their finances.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Make sure your application stands out by tailoring it to the specific role and showcasing how your experience aligns with what we’re looking for. Let’s get you that dream job!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in wealth management and client relationship building, as these are key for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share your passion for financial advising and how you can contribute to our success. Don’t forget to mention your proactive approach to prospecting!
Showcase Your Communication Skills: Since strong communication is crucial for this role, make sure your application reflects this. Use clear and concise language, and demonstrate your ability to explain complex financial solutions in an understandable way.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people quickly and allows us to keep track of all applicants efficiently. Plus, it’s super easy!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent developments in the financial sector. Being able to discuss these confidently will show that you're not just knowledgeable but also passionate about the industry.
✨Showcase Your Communication Skills
Strong communication is crucial for this role. Prepare to explain complex financial concepts in simple terms. You might even want to practice with a friend or family member to ensure you can convey your ideas clearly and effectively during the interview.
✨Demonstrate Relationship Building
The firm values long-term client relationships, so be ready to share examples of how you've successfully built and maintained client relationships in the past. Highlight your proactive approach to prospecting and how you’ve tailored solutions to meet clients' needs.
✨Stay Updated on Regulations
Make sure you’re familiar with the latest regulations and compliance requirements relevant to the role. Being able to discuss how you keep your knowledge current will show that you take your professional development seriously and are committed to maintaining high standards.
