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- Tasks: Join a strong advice team and manage an existing client bank.
- Company: A passionate, independent wealth management firm in Lancashire.
- Benefits: Earn a starting salary of £50,000 with potential OTE of £75k and 25 days holiday.
- Why this job: Make financial planning accessible and help clients live worry-free lifestyles.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning.
- Other info: Work mainly from home with access to offices in Lancashire.
The predicted salary is between 30000 - 70000 £ per year.
Job Description Job Title: Financial Adviser Industry: Financial Planning Location: Chorley Salary: £50,000 Job Reference: 9383 Job Description: Recruit UK is working on an excellent opportunity for an experienced financial adviser to join a well-established, independent, wealth management firm based in Lancashire. The firm in question is passionate about making financial planning accessible to everyone. They add real value to their clients’ lives, by allowing people to live their authentic lifestyles without financial worries. As an experienced financial adviser, you will join a strong advice team, you will receive full professional support. Manage and develop an existing client bank. Offering clients a quality financial planning advice service. Working mainly home based with access to offices in Lancashire. Benefits: Starting salary c£50,000 OTE £75k (incl client retention bonus) Central/North Lancashire offices HNW Client bank approx. 150 households – £20/£25million AUM 25 days holiday, including Christmas closure Private Health DIS Employee Ownership Skills and experience required: Level 4 Diploma in Regulated Fin…
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 Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in wealth management. Attend local events or join online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the specific services and values of the firm you’re applying to. Understanding their approach to financial planning will help you tailor your conversations during interviews and demonstrate your alignment with their mission.
✨Tip Number 3
Prepare to discuss your experience managing client relationships and how you’ve added value to your clients’ lives. Be ready with specific examples that showcase your ability to provide quality financial advice.
✨Tip Number 4
Familiarize yourself with the latest trends in financial planning and investment strategies. Being knowledgeable about current market conditions can set you apart as a candidate who is proactive and well-informed.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser. Focus on your qualifications, such as the Level 4 Diploma in Regulated Financial Planning, and any relevant achievements that demonstrate your ability to manage and develop client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your commitment to making it accessible for everyone. Mention how your values align with the firm's mission and provide specific examples of how you've added value to clients in the past.
Showcase Your Client Management Skills: In your application, emphasize your experience managing an existing client bank. Discuss your approach to providing quality financial advice and how you have successfully retained clients in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is crucial in the financial advisory industry.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for making financial planning accessible to everyone. Share examples of how you've helped clients achieve their financial goals and how you align with the firm's mission.
✨Demonstrate Your Client Management Skills
Be prepared to discuss your experience managing and developing a client bank. Highlight specific strategies you've used to retain clients and grow relationships, especially in high-net-worth scenarios.
✨Highlight Your Professional Qualifications
Since a Level 4 Diploma in Regulated Financial Planning is required, be ready to discuss your qualifications and any additional certifications. This will show your commitment to professional development and expertise in the field.
✨Prepare Questions About the Firm's Culture
Research the firm’s values and culture, and prepare thoughtful questions about how they support their advisers. This shows that you're not only interested in the role but also in being a part of their team.
