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For Companies At a Glance
- Tasks: Manage existing clients and provide independent 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 excellent benefits including pension contributions.
- Why this job: This role offers growth opportunities, client interaction, and a supportive work environment.
- Qualifications: You need a Diploma (Dip PFS) and experience as a Financial Adviser.
- Other info: Full paraplanning and admin support provided to help you succeed.
The predicted salary is between 42000 - 84000 £ 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
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 join relevant online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Research the specific financial products and services offered by the company. Familiarising yourself with their offerings will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 3
Prepare to discuss your experience managing high-net-worth clients. Think of specific examples where you've successfully met client goals, as this will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Stay updated on current financial regulations and market trends. Being well-informed will not only boost your confidence but also allow you to engage in meaningful conversations during the interview process.
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 as a Financial Adviser. Emphasise your qualifications, such as the Diploma (Dip PFS) or equivalent, and any specific achievements in managing HNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your experience with HNW clients and how you can contribute to the company's goals. Be sure to align your skills with the job description.
Highlight Relevant Skills: In your application, focus on key skills such as client management, financial planning, and wealth management. Provide examples of how you've successfully managed client relationships and delivered tailored financial advice.
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 crucial 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 offered by the company. Be prepared to discuss how these can benefit high-net-worth clients and tailor your advice accordingly.
✨Demonstrate Client Management Skills
Since the role involves managing an existing client bank, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust and provide personalised advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about how you would handle various client situations and be ready to explain your thought process.
✨Showcase Your Qualifications
With a requirement for a Diploma (Dip PFS) or equivalent, ensure you highlight your qualifications and any relevant certifications. Discuss how your education has prepared you for the challenges of being a Financial Adviser.
