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- Tasks: Help high-net-worth clients achieve financial independence with tailored strategies.
- Company: Join a leading independent financial advice firm with a strong reputation.
- Benefits: Enjoy remote work options, competitive salary, and excellent bonuses.
- Why this job: Be part of a progressive team focused on client success and personal growth.
- Qualifications: Must have client-facing experience and a Level 4 Diploma in financial advice.
- Other info: Access to comprehensive support and potential practice buy-out options.
Job Title: Financial Planner
Industry: Wealth/Asset Management
Location: North East
Salary: Up to £75,000 with competitive OTE
Job Ref: 10019
Recruit UK is working in partnership with a leading National Wealth Management firm to support the growth of its Financial Planning team. We are seeking experienced Financial Advisers with a strong track record of advising private clients and growing a client book.
This is a rare opportunity to join a firm that provides an initial portfolio of clients and a flow of high‑quality leads so you can focus on clients. In addition, you will be expected to generate new business through your networking efforts.
The role offers remote working, with access to the office if preferred.
You will benefit from comprehensive support from a dedicated team responsible for technical research and client administration, enabling you to concentrate on managing client relationships and delivering outstanding outcomes.
What\’s in it for you:
- Salary up to £75,000
- Attractive bonus
- Remote working
- 26 days holiday, plus bank holidays, with the option to purchase more
- Excellent benefits (critical illness, income protection, life assurance)
Requirements:
- Level 4 Financial Advice Diploma (CII, CISI, or LIBF)
- Drive and focus to be a top performer
- 3+ years of experience advising HNW clients
- Experience in developing and nurturing client relationships
Get it touch or apply online to find out more about this opportunity!
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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 with professionals in the financial services industry, especially those who work with high-net-worth clients. Attend local finance-related events or seminars in Manchester to make connections and learn more about the market.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular among HNW clients. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of their needs.
✨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 helped them achieve their financial goals.
✨Tip Number 4
Research the company’s values and client-centric approach. Tailor your discussions to reflect how your personal values align with theirs, showcasing your commitment to providing exceptional service to clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser. Familiarise yourself with the skills and experience required, such as client-facing experience and the Level 4 Diploma in financial advice.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the job description. Emphasise your client management skills and any previous successes in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how your background makes you a great fit for managing HNW clients and achieving their financial goals.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
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 their financial goals and tailor strategies accordingly.
✨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 company is looking for ambitious and resourceful candidates. Be sure to convey your drive to succeed and your commitment to continuous learning and development in the financial services industry.