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For Companies At a Glance
- Tasks: Manage existing clients and provide independent financial advice to high-net-worth individuals.
- Company: Join a leading UK financial advice company with a strong reputation in wealth management.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and excellent pension contributions.
- Why this job: Be part of a supportive culture with full admin support and opportunities for professional growth.
- Qualifications: Must have a Diploma (Dip PFS) and experience as a Financial Adviser.
- Other info: Work with high-value clients and receive ongoing study support.
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 unique financial goals will help you demonstrate your expertise during any interviews and show that you can effectively manage and develop a client bank.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in financial advising. Being knowledgeable about current market conditions and compliance requirements will position you as a well-informed candidate who can provide valuable insights to potential clients.
✨Tip Number 4
Prepare to discuss your previous experience managing client relationships and how you've successfully met their financial goals. Use specific examples to illustrate your skills and achievements, which will help you stand out during the interview process.
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 goals. Personalise it to reflect your understanding of their services.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as client management, financial planning, and compliance knowledge. Use specific examples to demonstrate these skills in action.
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 essential 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 built and maintained client relationships in the past. Highlight your communication skills and ability to understand client needs.
✨Showcase Your Qualifications
With a requirement for a Diploma (Dip PFS) or equivalent, ensure you mention your qualifications early in the conversation. Discuss how your education has prepared you for the challenges of being a Financial Adviser.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential client situations you might face and how you would approach them, demonstrating your analytical skills and financial acumen.
