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- Tasks: Provide independent financial advice and manage a diverse client portfolio.
- Company: Established UK financial advice firm with a supportive culture.
- Benefits: Competitive salary up to £70k, bonuses, flexible working, and study support.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Level 4 Diploma (Dip PFS) or equivalent required.
- Other info: Enjoy full admin support and excellent career growth opportunities.
The predicted salary is between 42000 - 84000 £ per year.
Job Title: Financial Adviser
Industry: Financial Services
Location: Carlisle.
Salary: Up to £70,000
Job Ref: 9878
Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle.
Company:
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 as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible.
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.
What\’s in it for you:
- Competitive starting salary up to £70k
- Client bank
- Client leads
- Excellent bonus schemes
- 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
- CAS Status
Our commitment to you:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role.
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we\’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
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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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and understand their values and services. We recommend practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you’ll feel when it’s time to shine.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. We suggest mentioning something specific from your conversation to make it personal and memorable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way in landing that Financial Adviser role!
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, qualifications like the Level 4 Diploma, and any specific skills that match what we're looking for. This shows us you’re serious about the position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advice and how you can contribute to our team. Be genuine and let your personality come through – we love to see that!
Showcase Your Client Management Skills: Since you'll be managing an existing client portfolio, make sure to highlight any previous experience in client management or relationship building. We want to see how you can grow and service our client bank effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re proactive!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around independent financial advice and wealth management. Familiarise yourself with the latest trends in the industry and be ready to discuss how you can apply this knowledge to help clients achieve their goals.
✨Showcase Your Experience
Prepare to talk about your previous experience managing client portfolios. Have specific examples ready that demonstrate how you've successfully grown a client bank or provided exceptional service. This will show them you’re not just qualified, but also experienced in delivering results.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client management and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The company is looking for someone who fits well with their culture, so being authentic can help you stand out. Share your passion for financial advising and how you connect with clients.