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For Companies At a Glance
- Tasks: Manage existing clients and provide tailored financial advice to high-net-worth individuals.
- Company: Join a leading UK financial advice company with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and comprehensive support for your career growth.
- Why this job: Be part of a dynamic team that values independence and client success while making a real impact.
- Qualifications: You need a Diploma (Dip PFS) and experience as a Financial Adviser.
- Other info: Full paraplanning and admin support provided to help you thrive.
The predicted salary is between 42000 - 70000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role: To manage an existing client bank and deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £70k
- Excellent bonuses - OTE £100k+
- Regular salary reviews
- Existing HNW client bank
- HNW Client leads – Typical client £500k to invest
- Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Experience as a Financial Adviser, SPS & CAS Status
Financial Advisor 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 Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend industry events or local meetups in Edinburgh to build connections and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth (HNW) clients. Understanding their investment behaviours and financial goals will help you stand out during interviews and demonstrate your capability to manage an existing client bank.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only enhance your expertise but also show potential employers that you are proactive and committed to continuous learning.
✨Tip Number 4
Prepare to discuss your previous experience in managing client relationships and providing independent financial advice. Be ready to share specific examples of how you've successfully met client goals, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise your qualifications, such as the Diploma (Dip PFS) or equivalent, and any specific achievements that demonstrate your ability to manage a client bank effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the role. Mention your experience with high-net-worth clients and how you can contribute to the company's success.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Adviser, such as communication, analytical thinking, and client relationship management. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
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 you will be advising on. Be prepared to discuss how these can meet the needs of high-net-worth clients, as this will demonstrate your expertise and confidence.
✨Showcase Your Client Management Skills
Since the role involves managing an existing client bank, be ready to share examples of how you've successfully built and maintained client relationships in the past. Highlight any strategies you've used to retain clients and grow their portfolios.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to provide advice on hypothetical situations. Practise articulating your thought process and decision-making skills, as this will show your analytical abilities and how you approach client needs.
✨Demonstrate Your Commitment to Continuous Learning
With the emphasis on qualifications like Dip PFS, it's important to convey your commitment to professional development. Discuss any ongoing training or certifications you are pursuing, as well as how you stay updated with industry trends and regulations.
