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For Companies At a Glance
- Tasks: Build client relationships and drive business growth in financial planning.
- Company: Leading UK wealth management firm with a strong reputation.
- Benefits: Competitive salary, hybrid working, generous holiday, and funded training.
- Why this job: Make a real impact in clients' financial success while advancing your career.
- Qualifications: Level 4 qualified with strong client relationship skills.
- Other info: Dynamic role with excellent opportunities for professional development.
The predicted salary is between 84000 - 168000 £ per year.
Job Title: Financial Adviser
Location: Bournemouth
Salary: £90,000 (negotiable + bonus)
Ref: 10252
About the Role
An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established, global financial advice firm with a strong presence across the UK, Europe, Middle East and the USA.
This role is ideally suited to advisers who enjoy building long-term client relationships, with a focus on servicing and growing an existing client bank while benefiting from ongoing referrals and leads. The client base is largely made up of returning expatriates and internationally mobile clients, offering a unique and engaging advice proposition.
You will provide holistic financial advice across pensions, investments, protection and estate planning, delivered primarily via Teams alongside some face-to-face meetings.
What\’s on offer
- Salary up to £90,000
- On target earnings £150,000
- Uncapped bonus structure
- Existing client bank to inherit
- Ongoing leads and referral support
- Hybrid working model (roughly 3 days office, 2 days home, flexible)
- Pension, Death in Service (DIS), 25 days holiday plus bank holidays
- Full back office Paraplanning and Administration
Skills and Experience
- Level 4 Diploma qualified (minimum)
- CAS status with ideally 3+ years advising experience
- Strong relationship management and client servicing skills
- Ability to manage and grow a client bank
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Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and start networking! Attend industry events, join financial services groups on LinkedIn, and connect with other professionals. The more people you know, the better your chances of landing that Financial Adviser role.
✨Show Off Your Expertise
When you meet potential clients or employers, don’t be shy about showcasing your knowledge. Share insights on financial planning trends or case studies from your experience. This will help you stand out as a credible adviser who knows their stuff!
✨Follow Up Like a Boss
After meeting someone, always follow up with a quick email or message. Thank them for their time and express your interest in staying connected. This keeps you on their radar and shows you're serious about building relationships.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also puts you in touch with our recruitment experts who can help you land that dream job.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your relevant experience and skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your background makes you the perfect fit for this role. Keep it engaging and personal.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've developed client relationships or driven business growth in your previous roles. We love numbers and success stories!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on the latest financial news and be prepared to discuss how these factors could impact your clients' portfolios.
✨Showcase Your Client Relationship Skills
Be ready to share specific examples of how you've successfully built and maintained client relationships in the past. Highlight your approach to understanding client needs and how you’ve tailored your services to meet those needs.
✨Prepare for Compliance Questions
Given the importance of compliance in financial services, expect questions about how you ensure accuracy and adherence to regulations. Have examples ready that demonstrate your commitment to compliance and ethical standards.
✨Demonstrate Business Development Acumen
Since this role involves expanding the client base, prepare to discuss your strategies for business development. Share past successes in generating new leads and how you plan to grow the firm's presence in the region.