At a Glance
- Tasks: Build client relationships and provide tailored financial advice across various areas.
- Company: Join a well-established financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonus potential, 22 days holiday, and professional development support.
- Other info: Hybrid working, onsite parking, and opportunities for progression.
- Why this job: Kickstart your career in finance with comprehensive training and mentoring.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong relationship-building skills.
The predicted salary is between 35000 - 60000 £ per year.
Location: Westerham (Hybrid)
Salary: £35,000 to £60,000 plus bonus
Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich. We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrators, and mortgage advisers, who are looking to take the next step into a client-facing financial advice role. This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring, and ongoing development to help you build a successful career as a Financial Adviser.
Responsibilities:
- Build and maintain long-term relationships with clients
- Identify clients’ objectives, priorities, and attitude to risk
- Provide suitable holistic financial advice
- Advise across investments, pensions, protection, and retirement planning
- Work closely with the paraplanning, administration, and compliance teams
What’s in it for you:
- Salary up to £35,000 - £60,000 with attractive OTE
- 22 days’ holiday plus bank holidays (increasing with service)
- Income protection, 4 x DIS
- Gym and cycle schemes
- Enhanced family leave
- Volunteering day
- Onsite parking
- Support with professional development
- In-house training and progression opportunities
- Paraplanning and administrative support
- Access to clients and leads
Skills and experience required:
- Level 4 Diploma in Regulated Financial Planning
- Full, clean UK driving license (Required)
- Strong relationship-building skills
- Strong technical knowledge of investments and pensions
- Comfortable working within a regulated environment
- Able to commute to the relevant office at least twice per week
Get in touch or apply online to find out more about this opportunity.
Junior Financial Adviser in Westerham employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Adviser in Westerham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit UK Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Financial Adviser in Westerham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
