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For Companies At a Glance
- Tasks: Help high-net-worth clients achieve financial independence with tailored strategies.
- Company: Join a leading independent financial advice firm with a strong reputation.
- Benefits: Enjoy remote work options, competitive salary, and excellent bonuses.
- Why this job: Be part of a client-focused culture that values ongoing learning and development.
- Qualifications: Must have Level 4 Diploma in financial advice and relevant client-facing experience.
- Other info: Access to regional offices and full admin support for a seamless client journey.
The predicted salary is between 42000 - 84000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Manchester and surrounding areas.
Role: Financial Adviser
- Manage an existing book of HNW clients.
- You will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Competitive Starting Salary £50k - £75k (DOE)
Excellent bonus scheme OTE £100k+
Home based, access to regional offices
End to end in house client journey and back-office support with full Admin and Paraplanning support.
Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
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 well established UK Independent Financial Advice firm based in Leamington Spa on an Independent Financial Adviser role.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Retirement Planning
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local finance-related events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the latest trends in retirement planning and high-net-worth client management. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your approach to client relationships and how you would manage an existing book of HNW clients. Think about specific strategies you would use to understand their financial goals and how you would communicate complex financial concepts in an easy-to-understand manner.
✨Tip Number 4
Research the firm’s values and client-centric proposition thoroughly. Be ready to articulate how your personal values align with theirs and how you can contribute to their ongoing learning and development culture.
We think you need these skills to ace Financial Adviser - Retirement Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice, particularly with high-net-worth clients. Emphasise any relevant qualifications, such as your Level 4 Diploma in financial advice, and showcase your understanding of financial planning.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve financial independence. Mention specific strategies you have used in the past and how they align with the client-centric approach of the firm.
Showcase Your Client Management Skills: In your application, provide examples of how you have successfully managed client relationships. Highlight your ability to understand clients' financial goals and how you have guided them towards achieving those goals.
Highlight Continuous Learning: Demonstrate your commitment to professional development by mentioning any ongoing training or certifications you are pursuing. This aligns with the firm's culture of ongoing learning and development.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to retirement planning. Be prepared to discuss how these can benefit high-net-worth clients and tailor your advice to their specific needs.
✨Demonstrate Client-Centric Approach
Showcase your ability to put clients first. Prepare examples of how you've successfully managed client relationships in the past, particularly with high-net-worth individuals, and how you’ve helped them achieve their financial goals.
✨Highlight Your Qualifications
Be ready to discuss your Level 4 Diploma in financial advice, CAS, and SPS. Emphasise how your qualifications equip you to provide sound financial advice and build trust with clients.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to demonstrate your problem-solving skills. Think about potential challenges you might face with clients and how you would address them effectively.
