Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage HNW clients and create tailored financial strategies for their goals.
- Company: Join a leading UK Independent Financial Advice firm with a client-focused approach.
- Benefits: Enjoy a competitive salary, bonuses, remote work options, and comprehensive support.
- Why this job: Be part of a progressive culture that values ongoing learning and client relationships.
- Qualifications: Must have Level 4 Diploma in financial advice and client-facing experience.
- Other info: Opportunity for established practice buy-out on exit.
The predicted salary is between 40000 - 60000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Leamington Spa 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 Manchester and surrounding areas.
Role: Financial Adviser
- Manage an existing book of HNW clients.
- 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 £50k - £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
About Recruit UK:
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 UK Independent Financial Advice firm based in Leamington Spa on an Independent Financial Adviser role.
Our commitment to you:
- 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.
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local finance-related events or webinars to make connections and learn more about the role.
✨Tip Number 2
Research the specific needs and preferences of high-net-worth (HNW) clients in your area. Understanding their financial goals will help you tailor your approach and demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss your previous client-facing experience in detail. Be ready to share examples of how you've successfully managed client relationships and provided tailored financial advice.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in financial planning. Showing that you are up-to-date with industry changes can set you apart from other candidates and demonstrate your commitment to professional development.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Use specific examples to demonstrate your ability to manage client relationships and formulate financial strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention your Level 4 Diploma in financial advice and any relevant certifications, as well as your ambition and work ethic.
Highlight Client-Facing Experience: In your application, emphasise your client-facing experience and how you've successfully guided clients towards their financial goals. This is crucial for a role that involves managing an existing book of HNW clients.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these can benefit high-net-worth clients and demonstrate your expertise in financial planning.
✨Showcase Your Client Management Skills
Since the role involves managing an existing book of HNW clients, be ready to share examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to understand and meet their financial goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face with clients and how you would address them effectively.
✨Demonstrate Your Ambition and Work Ethic
The firm is looking for ambitious and resourceful candidates. Be sure to convey your drive and commitment to achieving results, as well as your willingness to go the extra mile for your clients.
