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For Companies At a Glance
- Tasks: Manage and develop a client bank while providing independent financial advice.
- Company: Join a leading UK financial advice company based in Edinburgh.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and excellent benefits.
- Why this job: Be part of a supportive culture with growth opportunities and high-net-worth clients.
- Qualifications: Diploma (Dip PFS) or equivalent and experience as a Financial Adviser required.
- 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
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 more about the role.
✨Tip Number 2
Research the company thoroughly before your interview. Understand their values, services, and client base, particularly focusing on high-net-worth individuals. This will help you tailor your conversation and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your experience managing client relationships and how you've successfully met clients' financial goals in the past. Use specific examples to showcase your skills and build confidence in your ability to manage an existing client bank.
✨Tip Number 4
Stay updated on current financial trends and regulations that may affect high-net-worth clients. Being knowledgeable about the latest market developments will position you as a credible candidate who can provide valuable insights to potential clients.
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, such as dealing with market volatility or addressing a client's changing financial goals.
✨Showcase Your Qualifications
Be sure to mention your Diploma (Dip PFS) or equivalent qualifications during the interview. Discuss how your education has prepared you for the challenges of being a Financial Adviser and how it aligns with the company's values.
