At a Glance
- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Leading independent financial advice firm with a client-focused approach.
- Benefits: Competitive salary up to £75k, bonuses, remote work, and excellent support.
- Other info: Access to ongoing learning, development, and potential practice buy-out.
- Why this job: Join a progressive firm and help clients achieve financial independence.
- Qualifications: Level 4 Diploma in financial advice and client-facing experience required.
The predicted salary is between 75000 - 75000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Bath to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across Bath and surrounding areas.
Role
- Manage an existing book of HNW clients.
- You will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
- This role offers home based / remote working with access to office locations if preferred.
- There is an expectation to attend face to face client meetings.
- The earnings potential is significant.
- Candidates will need to be ambitious, resourceful and have the right work ethic.
What's in it for you
- Competitive Starting Salary Up to £75k (DOE)
- Excellent bonus scheme OTE £100k+
- Excellent benefits
- Home based, access to regional offices
- Competitive Support to build your client base and future value.
- End to end in house client journey and back-office support with full Admin and Paraplanning support.
- Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture.
- Platform to deliver efficient and cost-effective solutions.
- Established Practice Buy Out option on exit.
- Consultative marketing support.
Skills and experience required
- Client facing Financial Advice Experience
- Level 4 Diploma in financial advice, CAS & SPS
- Good knowledge of financial planning
Financial Planner in Bath employer: Recruit UK
Join a leading Independent Financial Advice firm that prioritises client relationships and offers a progressive work culture. With competitive salaries, excellent bonuses, and comprehensive support for building your client base, this role in Bath provides a unique opportunity for ambitious financial planners to thrive in a home-based environment while accessing regional offices as needed. The firm's commitment to ongoing learning and development ensures that you will grow professionally while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Bath
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit UK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Bath
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit UK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit UK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit UK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit UK.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit UK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit UK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
