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- Tasks: Provide independent financial advice and build your own client bank.
- Company: Established UK Independent Financial Advice company in Bristol.
- Benefits: Competitive salary up to £65k, excellent bonuses, and flexible working options.
- Why this job: Join a growth role with high-net-worth clients and full support.
- Qualifications: Diploma (Dip PFS) or equivalent and at least 1 year of experience.
- Other info: Enjoy a supportive environment with career development opportunities.
The predicted salary is between 46800 - 78000 £ per year.
Location: Bristol / South West (Flexible / Hybrid)
Reference Number: 10117
Job Description:
Recruit UK are working with a well-established, client-focused financial planning firm seeking an experienced Financial Planner to join their growing team.
This opportunity is ideally suited to a Planner based in or around Bristol or the wider South West. The firm operates a flexible hybrid model, with office support based in Bristol and the option to work remotely for advisers with once a week office visits encouraged to catch up with the team, and meet local clients.
The business has a strong emphasis on long-term client relationships, quality advice, and realistic expectations. Supportive performance expectations with no aggressive sales culture, and full paraplanning and administrative support is provided to allow advisers to focus on delivering excellent client outcomes.
Duties include:
- Delivering holistic, financial planning advice to a portfolio of clients
- Building long-term, trusted client relationships
- Working closely with a full in-house support team
- Engaging with new business opportunities and warm leads provided by the firm
- Maintaining compliant client records and documentation in line with FCA requirements
- Supporting the ongoing development and growth of the planning team
What’s in it for you:
- Basic salary of £50,000 – £60,000 depending on experience
- Validation at 2.5x salary
- 30% on all fee income thereafter
- Full administrative and paraplanning support
- No aggressive sales culture
- Exam support
- New business leads provided
- Pension, Death in Service and Private Medical Insurance
- Flexible working arrangement with hybrid options
Skills and Experience Required:
- Experience as a Financial Adviser
- Client-focused mindset with a strong emphasis on quality advice
- Strong communication and relationship-building skills
- Ability to work autonomously with the support of a wider team
- Transferable clients beneficial but not essential
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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 clients or colleagues on LinkedIn. The more connections we make, the better our chances of landing that dream job!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone, whether it’s a casual chat or a formal interview, have a clear and concise way to explain who you are and what you do. We want to make a memorable impression, so let’s nail that elevator pitch!
✨Tip Number 3
Follow up after meetings! If you’ve had a chat with someone or attended an event, drop them a quick message to say thanks and keep the conversation going. It shows initiative and keeps you on their radar, which is key for us in this competitive market.
✨Tip Number 4
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, so let’s make that application count!
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 advice 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 helped clients or improved processes in your previous roles. We love seeing results!
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 Stuff
Make sure you brush up on your financial knowledge, especially around high-net-worth clients. Be ready to discuss investment strategies and how you can help clients achieve their financial goals.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully managed client relationships or provided valuable financial advice. This will demonstrate your capability and build trust with the interviewer.
✨Understand the Company
Research the firm you're interviewing with. Understand their values, services, and client base. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the team, and the company's future plans. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
