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- Tasks: Join us as a Financial Planner, helping clients manage their wealth and build relationships.
- Company: We are a leading wealth management firm in Dundee, specialising in financial services recruitment.
- Benefits: Enjoy a salary up to £60,000, bonuses, flexible working, and full back-office support.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: You need 2+ years of client-facing experience and Level 4 qualification in Financial Planning.
- Other info: We provide leads and tools to help you expand your network and succeed.
The predicted salary is between 43200 - 72000 £ per year.
We are currently recruiting for an exceptional opportunity for a financial adviser to join a leading wealth management firm as a Financial Planner. You will be provided with leads and the tools to grow your network and build new relationships.
What’s in it for you:
- Salary up to £60,000 plus bonus
- Leads provided
- Flexi working - office/home based
- Full back-office support
- Study support
Skills and experience required:
- Experienced adviser with at least 2+ years in a client-facing advice role.
- Level 4 qualified (Diploma in Financial Planning - CII or LIBF)
- Strong communication and relationship-building skills
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 actively within the financial services community in Dundee. Attend local events, seminars, or workshops to meet potential clients and other professionals who can refer you.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and engage with others in the industry to build your online presence.
✨Tip Number 3
Consider reaching out to existing clients for referrals. Satisfied clients can be your best advocates, so don’t hesitate to ask them to recommend you to their friends and family.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your credibility but also help you provide better advice to your clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly your client-facing roles. Emphasise your Level 4 qualification and any relevant achievements that demonstrate your strong communication and relationship-building skills.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention why you are interested in the Financial Planner position and how your background aligns with the company's needs. Use examples to illustrate your experience and skills.
Highlight Relevant Experience: In your application, focus on your experience in financial planning and any specific successes you've had in building client relationships. This will show the employer that you have the necessary skills to thrive in their environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in a client-facing advice role. Prepare specific examples of how you've successfully built relationships and provided financial advice to clients.
✨Demonstrate Communication Skills
As a Financial Adviser, strong communication is key. Practice articulating complex financial concepts in simple terms. Be ready to discuss how you tailor your communication style to different clients.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past situations where you had to navigate challenges with clients and how you resolved them effectively.
✨Research the Company
Familiarise yourself with the wealth management firm’s values, services, and recent news. This will not only show your interest but also help you align your answers with their mission during the interview.
