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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and support.
- Company: Join a leading UK financial advice firm with a strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and study support.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Diploma in financial planning and experience as a Financial Adviser required.
- Other info: Full paraplanning and admin support provided to help you succeed.
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 Farnborough.
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
- To build and grow a client bank dealing with new HNW client enquiries and professional connections.
- You will provide clients independent financial advice and make recommendations on how to best meet their goals.
- Managing and developing your 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
- HNW Client leads – Typical client £500k to invest
- Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
- Flex working - office/home based
- Paraplanning, Compliance and Administration support
- Study support towards Chartered
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Experience as a Financial Adviser, SPS & CAS Status
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.
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.
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨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 and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth (HNW) clients. Understanding their investment behaviours and financial goals will help you tailor your approach during interviews and demonstrate your capability to manage such clientele effectively.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services sector. This knowledge will not only enhance your confidence but also show potential employers that you are proactive and committed to continuous professional development.
✨Tip Number 4
Prepare to discuss your previous experience in building and managing a client bank. Be ready to share specific examples of how you've successfully developed client relationships and provided tailored financial advice, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and required skills, such as having a Diploma (Dip PFS) and experience as a Financial Adviser.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advising and client management. Emphasise any achievements related to building a client bank or providing independent financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the company's values. Mention how your skills align with their needs and express your enthusiasm for the opportunity.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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 you will be advising on. Be prepared to discuss how these can meet the needs of high-net-worth clients, as this will demonstrate your expertise and confidence.
✨Showcase Your Client Management Skills
Be ready to talk about your experience in managing client relationships. Highlight specific examples where you've successfully built and maintained a client bank, as this is crucial for the role.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide tailored advice. Practise how you would approach different client situations, focusing on their unique financial goals.
✨Demonstrate Your Commitment to Professional Development
Discuss your plans for furthering your qualifications, such as pursuing Chartered status. This shows your dedication to the profession and your desire to provide the best service to clients.
