At a Glance
- Tasks: Guide clients in making informed financial decisions and deliver holistic advice.
- Company: Leading national wealth management firm focused on accessible financial advice.
- Benefits: Competitive salary, 20% bonus, remote work, and 30 days holiday.
- Other info: Enjoy a fully remote role with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and strong advisory experience.
The predicted salary is between 60000 - 84000 € per year.
Recruit UK are working alongside a leading national wealth management firm, looking to bring on a Financial Planner in the South Wales region. This organisation is committed to improving the way financial advice is offered, ensuring it is more accessible, affordable and impactful on more people. You’ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge and ongoing support. Clients are provided for this role, meaning your time and energy will be put into servicing and supporting existing relationships.
Duties:
- Deliver holistic financial advice through face to face and virtual meetings
- Build and maintain long term relationships
- Use cashflow modelling and financial planning tools
- Proactively develop new business through strong relationships with new clients
- Manage a designated portfolio of clients, identifying ongoing needs
Competitive salary: £70-80,000
Bonus: 20%
Working conditions: Fully remote working, with travel to client meetings across Cardiff
Holiday: 30 days +/- 5 days
Benefits: Private medical insurance, life insurance and medical screening
Skills and experience required:
- Strong experience providing holistic financial advice
- Level 4 Diploma in Financial Planning minimum
- Skilled in conducting client meetings
- Confident in using cashflow modelling tools
Financial Adviser in Gloucester employer: Recruit UK
Join a leading national wealth management firm that prioritises accessibility and impact in financial advice. With a strong commitment to employee growth, you will benefit from a competitive salary, generous holiday allowance, and comprehensive health insurance while working remotely in the vibrant South Wales region. This role not only allows you to leverage your expertise in financial planning but also fosters long-term client relationships, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Gloucester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and professionals in the industry. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to demonstrate your expertise in cashflow modelling and financial planning tools. Bring examples of how you've helped clients make informed decisions.
✨Tip Number 3
Don’t just wait for job openings to pop up! Reach out directly to firms you admire, like the one we're working with. Express your interest and share how you can add value to their team. You never know what opportunities might arise!
✨Tip Number 4
Keep it personal! When you’re in interviews or meetings, focus on building rapport with your potential clients or employers. Show them you’re not just about numbers; you genuinely care about helping people achieve their financial goals.
We think you need these skills to ace Financial Adviser in Gloucester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in providing holistic financial advice and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about improving financial advice accessibility. Share specific examples of how you've built long-term client relationships and used cashflow modelling tools in your previous roles.
Showcase Your Client Management Skills:Since this role involves managing a designated portfolio of clients, emphasise your experience in servicing and supporting existing relationships. We want to see how you’ve proactively developed new business through strong client connections.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of holistic financial advice and the tools you'll be using, like cashflow modelling. Being able to discuss these topics confidently will show that you're not just qualified, but also passionate about helping clients make informed decisions.
✨Build Rapport
Since this role involves building long-term relationships, practice how you can connect with potential clients during the interview. Think about how you can demonstrate your interpersonal skills and show that you genuinely care about their financial well-being.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully delivered financial advice or managed client portfolios. This will help illustrate your expertise and give the interviewers a clear picture of what you can bring to their team.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the company and its mission. Ask about their approach to making financial advice more accessible and how they support their advisers in developing new business. This will demonstrate your enthusiasm for the role and your alignment with their values.
