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- Tasks: Manage and develop an existing client book, providing expert financial advice.
- Company: Join a prestigious and cutting-edge financial advice firm in Leicester.
- Benefits: Enjoy competitive earnings, remote work, and full back office support.
- Why this job: Build relationships while making a real impact in clients' financial lives.
- Qualifications: Must have Level 4 Diploma in Financial Planning and financial advice experience.
- Other info: Leads provided from day one, with study support for Chartered qualifications.
The predicted salary is between 42000 - 84000 £ per year.
Job Title: Self-Employed Financial Adviser
Industry: Financial Services
Location: Leicester
Earnings: £70,000
Reference Number: 9863
Job Description: Financial Adviser
Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the
This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients.
You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK – predominantly in the Leicester area
You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there.
You will work with the existing in‑house team, including administrators and paraplanners.
Earnings/Benefits: Financial Adviser
- Competitive earnings (Day one) – from both new and ongoing fees
- Fully Remote Working
- Client book to inherit immediately – receive proportion of ongoing fees
- Leads provided – Existing introducers, Seminars etc
- Competitive Fee Splits
- Full back office support
- Reputable financial planning firm
- Study support to Chartered
Skills and Experience Required: Financial Adviser
- Level 4 Diploma in Financial Planning
- Financial Advice experience
- Relationship‑building skills
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 is pleased to be working with a well‑established Financial Advice Firm, with a client book in Leicester on a Self-Employed 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.
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Financial Adviser (self-employed) employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (self-employed)
✨Tip Number 1
Network with other financial advisers in your area. Attend local financial services events or seminars to meet potential colleagues and clients. Building relationships within the industry can lead to referrals and opportunities.
✨Tip Number 2
Familiarise yourself with the specific needs of high-net-worth (HNW) clients. Understanding their unique financial situations and preferences will help you tailor your approach and stand out as a knowledgeable adviser.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights on financial planning, investment strategies, and market trends to attract potential clients and demonstrate your knowledge.
✨Tip Number 4
Consider obtaining additional certifications or training related to financial advice. This not only enhances your skills but also signals to potential clients that you are committed to professional development and providing top-notch service.
We think you need these skills to ace Financial Adviser (self-employed)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly focusing on your Level 4 Diploma in Financial Planning and any relevant financial advice experience. Emphasise your relationship-building skills and any previous client management roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the Leicester market. Mention how you can leverage the existing client book and your ability to build relationships with clients to drive success.
Highlight Relevant Skills: In your application, clearly outline your skills related to investment advice, private pensions, tax planning, and insurance products. Use specific examples from your past experiences to demonstrate your expertise in these areas.
Proofread Your Application: Before submitting your application, take the time to proofread it thoroughly. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics and investment strategies. Brush up on key figures related to the client book you'll inherit, such as FUM and fee structures, so you can discuss them confidently.
✨Showcase Relationship-Building Skills
Since this role involves managing existing clients and developing new relationships, be prepared to share examples of how you've successfully built rapport with clients in the past. Highlight your communication skills and any relevant experiences.
✨Understand the Firm's Values
Research the financial advice firm thoroughly before your interview. Understand their mission, values, and the types of clients they serve. This will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the firm's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.