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- Tasks: Manage and develop a high-net-worth client bank while providing independent financial advice.
- Company: Join a well-established UK financial advice company with a strong reputation.
- Benefits: Enjoy a competitive salary, excellent bonuses, and flexible working options.
- Why this job: This role offers growth opportunities and support in a dynamic financial environment.
- Qualifications: Must have a Diploma (Dip PFS) and at least 2 years of client servicing experience.
- Other info: Full paraplanning and admin support provided to help you succeed.
The predicted salary is between 48000 - 64000 £ per year.
Job Title: Financial Adviser
Industry: Financial Services
Location: Epsom
Salary: Up to £80,000
Job Ref: 9233
Job Description: Financial Adviser
Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Epsom.
Company:
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role: Financial Adviser
Managing an existing HNW client bank and dealing with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
·Competitive starting salary up to £80k+
·Existing HNW client bank c£300k+ ongoing fees
·HNW Client leads – Typical clients £300k – £500k to invest
·Excellent bonus schemes – OTE £100k+
·Excellent Benefits: DIS, Flex Bens, Pension
·Flex working – home/office based
·IFA, Paraplanning, Compliance and Administration support
·Study support
Skills and experience required:
·Diploma (Dip PFS) or equivalent
·Would suit adviser with atleast 2 years Client Servicing experience
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 Financial Advice firm, offices in Epsom on a Financial Adviser role.
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Financial Adviser - Surrey - to £80k employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Surrey - to £80k
✨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 join online forums to connect with potential colleagues and mentors who can provide insights into the role and company.
✨Tip Number 2
Research the specific needs and preferences of high-net-worth (HNW) clients. Understanding their unique financial goals and challenges will help you tailor your approach during interviews and demonstrate your ability to manage and develop a client bank effectively.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial planning and wealth management. Being knowledgeable about current market conditions and compliance requirements will show your commitment to providing independent financial advice.
✨Tip Number 4
Prepare to discuss your previous experience with client servicing in detail. Highlight specific examples of how you've successfully managed client relationships and provided tailored financial solutions, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace Financial Adviser - Surrey - to £80k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with high-net-worth clients. Emphasise any qualifications like the Diploma (Dip PFS) and your client servicing experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention specific skills that align with managing and developing a client bank, as well as your approach to providing independent financial advice.
Highlight Achievements: In both your CV and cover letter, include quantifiable achievements from your previous roles. For example, mention how you successfully managed client portfolios or increased client satisfaction rates.
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 crucial 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 offered by the company. Be prepared to discuss how these can benefit high-net-worth clients and tailor your advice accordingly.
✨Demonstrate Client Management Skills
Since the role involves managing an existing HNW client bank, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to build trust and provide tailored advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about how you would handle specific client situations and be ready to articulate your thought process.
✨Showcase Your Qualifications
Ensure you highlight your qualifications, such as your Diploma (Dip PFS) or equivalent. Discuss how your education and experience make you a suitable candidate for the role and how they align with the company's values.