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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 pension contributions.
- Why this job: Be part of a supportive culture with full admin support and opportunities for professional growth.
- Qualifications: Must have a Diploma (Dip PFS) and experience as a Financial Adviser.
- Other info: Work from home or the office with a focus on client satisfaction and financial success.
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
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 already working as Financial Advisers. Attend local finance-related events or seminars in Edinburgh to make connections and learn about potential job openings.
✨Tip Number 2
Consider reaching out to current employees at the company you're interested in. A friendly chat can provide you with insider information about the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your clients.
✨Tip Number 4
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, as this will showcase your problem-solving skills and ability to manage a client bank effectively.
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) 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 success in Edinburgh.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client management, financial planning, and your ability to provide independent advice. Use specific examples to demonstrate these skills.
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 vital 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 built and maintained client relationships in the past. Highlight your communication skills and ability to understand client needs.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about how you would handle specific client situations or challenges, 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 role and how you stay updated with industry changes.
