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- Tasks: Manage client meetings and prepare for discussions to support financial decisions.
- Company: Join a leading and rapidly growing Financial Advice firm in the UK.
- Benefits: Enjoy a salary up to £38,000, excellent bonuses, and comprehensive training.
- Why this job: Gain invaluable experience in Financial Planning while working directly with clients.
- Qualifications: Must hold Level 4 Diploma in Financial Planning and have prior Financial Services experience.
- Other info: Career progression framework and a supportive work culture await you!
The predicted salary is between 22800 - 38000 £ per year.
Job Title: Associate Financial Adviser
Industry: Wealth Management
Location: Bristol
Job reference: 9452
Salary: up to £38,000
Job Description:
Recruit UK are excited to be working on an excellent opportunity for an individual to join one of the UKs leading and rapidly growing Financial Advice firms. This role will allow for you to gain invaluable experience within the Financial Planning industry, including working directly with clients to coach them and ensure they feel supported to make decisions related to their finances. The client are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition.
For this role, you must hold the Level 4 Diploma in Financial Planning and have prior Financial Services experience.
Job duties:
· Diary management – booking in client meetings to own diary
· Preparation for client meetings to ensure you have a good understanding prior to meeting with clients
· Solid understanding of FCA regulations
· Client liaison and servicing
· Any follow up tasks as required
What’s in it for you?
· Salary up to £38,000
· Client provided
· Excellent bonus structure
· Career progression framework
· Extensive benefits
· Comprehensive training
Skills and experience required:
· Level 4 Diploma in Financial Planning
· Experience within Financial Services
· Ability to communicate effectively over the phone
· Desire to become a Financial Planner
· Strong client management skills
· Exceptional communication skills
· Highly motivated with strong work ethic
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Bristol.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach – career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
Associate Financial Adviser employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Adviser
✨Tip Number 1
Make sure to familiarize yourself with the latest FCA regulations. Understanding these will not only help you in your role but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who are already working as Financial Planners. This can provide you with insights and potentially valuable connections that could lead to job opportunities.
✨Tip Number 3
Prepare for client interactions by practicing your communication skills. Role-playing scenarios with friends or mentors can help you feel more confident when discussing financial matters with clients.
✨Tip Number 4
Research the company’s client proposition and be ready to discuss how you can contribute to their unique approach in financial planning and investment management during your interview.
We think you need these skills to ace Associate Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the Associate Financial Adviser position. Highlight your relevant experience in financial services and your Level 4 Diploma in Financial Planning.
Tailor Your CV: Customize your CV to reflect the skills and experiences that align with the job description. Emphasize your client management skills, communication abilities, and any previous roles that involved diary management or client liaison.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to become a Financial Planner. Discuss your passion for helping clients make informed financial decisions and how your background prepares you for this role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is accurate and clearly presented.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Understand the Financial Planning Landscape
Make sure you have a solid grasp of the financial planning industry, including current trends and regulations. This will not only help you answer questions confidently but also demonstrate your commitment to the field.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Be ready to discuss how you would approach these situations, showcasing your problem-solving skills and client management abilities.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews to refine your delivery and ensure you can convey complex information simply.
✨Highlight Your Motivation and Work Ethic
Be prepared to discuss what drives you to become a Financial Planner. Share examples from your past experiences that illustrate your strong work ethic and motivation to succeed in the financial services sector.
