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For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice.
- Company: Join a leading UK financial advice firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and study support.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Diploma (Dip PFS) or equivalent and experience as a Financial Adviser required.
- Other info: Work with high-net-worth clients and receive full support for your 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.
Company: 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 (Investments / Pensions) (Permanent) 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 (Investments / Pensions) (Permanent)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the specific needs and preferences of high-net-worth (HNW) clients. Understanding their investment goals and concerns will help you tailor your approach during interviews and demonstrate your expertise in managing such clients.
✨Tip Number 3
Prepare to discuss your experience with paraplanning and administrative support, as these are crucial for managing a client bank effectively. Highlight any relevant tools or software you’ve used that can streamline these processes.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and investment strategies will set you apart from other candidates during discussions.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Emphasise any qualifications like the Diploma (Dip PFS) and your SPS & CAS status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to manage client relationships. Mention specific achievements or experiences that demonstrate your skills in providing independent financial advice.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client management, financial planning, and wealth management. Use examples from your past work to illustrate 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 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'll be advising on. Brush up on investments, pensions, and any recent changes in regulations that may affect your advice.
✨Demonstrate Client Management Skills
Be prepared to discuss how you've successfully managed client relationships in the past. Highlight your ability to build trust and provide tailored advice to high-net-worth individuals.
✨Showcase Your Qualifications
Since the role requires a Diploma (Dip PFS) or equivalent, ensure you can confidently discuss your qualifications and how they equip you for the role. Mention any additional certifications that may set you apart.
✨Prepare Questions for the Interviewers
Have insightful questions ready to ask about the company culture, support for advisers, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
