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- Tasks: Provide independent financial advice and manage a diverse client portfolio.
- Company: Established UK financial advice company with a strong reputation.
- Benefits: Competitive salary up to £70k, bonuses, and flexible working options.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Level 4 Diploma (Dip PFS) or equivalent required.
- Other info: Full admin support and study assistance for professional development.
The predicted salary is between 42000 - 84000 £ per year.
We are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Epsom.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role: Financial Adviser
You will be dealing with an existing client portfolio where you will get to know and service them as well as taking care of new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support provided.
What’s in it for you:
- Competitive starting salary up to £70k
- Client Bank
- Client leads – Typical clients £300k+ to invest
- Excellent bonus schemes (1.2 x Validation)
- Excellent Benefits: DIS, Flex Bens, Pension
- Flex working - office / home based
- Administration support
- Study support
Skills and experience required:
Level 4 Diploma (Dip PFS) or equivalent.
Independent Financial Adviser in England employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in England
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! Create a personal brand by sharing insights on financial planning and wealth management on social media. This not only showcases your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial advising. Be ready to discuss your approach to client management and how you can add value to their existing portfolio.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Adviser role, and applying directly can give you an edge over the competition.
We think you need these skills to ace Independent Financial Adviser in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in financial planning and wealth management, and don’t forget to mention any relevant qualifications like the Level 4 Diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for providing independent financial advice and how you can help clients achieve their goals.
Showcase Your Client Management Skills: Since you'll be managing an existing client portfolio, make sure to highlight your experience in client relationship management. Share examples of how you've successfully built and maintained client relationships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around independent financial advice. Be ready to discuss different investment strategies and how they can benefit clients. This shows that you're not just qualified but also passionate about helping clients achieve their financial goals.
✨Understand the Company
Do a bit of homework on the company you're interviewing with. Familiarise yourself with their services, values, and client base. This will help you tailor your answers and demonstrate that you're genuinely interested in being part of their team.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Prepare to discuss how you would handle various situations, from managing an existing client portfolio to addressing new client enquiries. This will show your problem-solving skills and your ability to think on your feet.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the support you'll receive, the company culture, or how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
