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For Companies At a Glance
- Tasks: Manage existing clients and provide tailored financial advice to high-net-worth individuals.
- Company: Join a leading UK financial advice firm with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and comprehensive support.
- Why this job: Be part of a dynamic team that values your growth and offers impactful client interactions.
- Qualifications: Must have a Diploma (Dip PFS) and experience as a Financial Adviser.
- Other info: Opportunity for regular salary reviews and study support for professional development.
The predicted salary is between 42000 - 84000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
- To manage an existing client bank and deal 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 £70k
- Excellent bonuses - OTE £100k+
- Regular salary reviews
- Existing HNW client bank
- HNW Client leads – Typical client £500k to invest
- Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Experience as a Financial Adviser, SPS & CAS Status
Financial Advisor employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those already working as Financial Advisers. Attend local finance-related events or seminars in Edinburgh to make connections and learn more about the company culture.
✨Tip Number 2
Research the specific needs and preferences of high-net-worth (HNW) clients. Understanding their investment behaviours and financial goals will help you demonstrate your expertise during interviews and discussions.
✨Tip Number 3
Prepare to discuss your experience managing a client bank and how you've successfully developed client relationships in the past. Be ready to share specific examples that highlight your skills in providing independent financial advice.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the financial advisory sector. Being knowledgeable about current market conditions and compliance requirements will show your commitment to the role and impress potential employers.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Adviser. Emphasise your qualifications, such as the Diploma (Dip PFS) and any specific achievements in managing HNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your experience with HNW clients and how you can contribute to the company's success in Edinburgh.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client management, financial planning, and your ability to provide independent advice. Use specific examples to demonstrate these skills.
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 vital 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 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 personalised advice.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential client situations you might encounter and how you would approach them, showcasing your analytical thinking and decision-making abilities.
✨Showcase Your Qualifications
With a requirement for a Diploma (Dip PFS) or equivalent, ensure you highlight your qualifications and any relevant certifications. Discuss how your education has prepared you for the challenges of being a Financial Adviser.
