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- Tasks: Help clients manage their finances and grow a substantial client bank.
- Company: Established financial planning firm in a unique barn setting near High Wycombe.
- Benefits: Salary up to £70,000, free parking, and excellent working environment.
- Why this job: Join a supportive team and learn from experienced Senior Financial Planners.
- Qualifications: 5+ years as a Financial Adviser with strong relationship management skills.
- Other info: Long-term career development opportunities in a thriving community.
The predicted salary is between 42000 - 84000 £ per year.
Salary: Up to £70,000 (dependent on experience)
Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established and growing Financial Planning firm based near High Wycombe. Our client operates from a unique converted barn in the heart of the local community - offering a fantastic working environment with free on-site parking.
Due to having too many existing clients and a strong flow of new business, the firm is looking to recruit an experienced Adviser to help service and grow a substantial client bank. You will work closely with highly experienced Senior Financial Planners, with the opportunity to learn from them and gradually take over clients as part of a long-term succession and growth plan. This is an ideal role for an Adviser with an established background who is looking for stability, quality clients, and the chance to build a substantial client base within a supportive firm.
- Basic salary up to £70,000
- Ongoing and new business income included within validation
- Existing and new clients available immediately (substantial client bank available)
- Death in Service (DIS) cover
- Free on-site parking
- Excellent working environment in a converted barn setting
- Long-term career and client bank development
Skills and Experience Required:
- Proven experience as a Financial Adviser
- Ideally a Financial Planner with extensive experience, 5+ years as a minimum
- Ability to manage and grow an existing client bank
- Strong technical and relationship management skills
Our Commitment to You:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities
- 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
- 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
Additional Information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Independent Financial Advisor in High Wycombe employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in High Wycombe
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and successes as a Financial Adviser. Share specific examples of how you've managed and grown client relationships. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework on the firm and its culture before the interview. Think about how your skills align with their needs and be ready to discuss how you can contribute to their growth. We believe that being well-prepared shows your commitment and enthusiasm for the role!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so let’s make this happen together!
We think you need these skills to ace Independent Financial Advisor in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Independent Financial Advisor. Highlight your relevant experience, especially your ability to manage and grow a client bank, as this is key for us.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for our firm. Share your passion for financial planning and how your background aligns with our values and the role.
Showcase Your Skills: Don’t just list your qualifications; demonstrate your strong technical and relationship management skills through specific examples. We want to see how you’ve made an impact in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge and be ready to discuss your experience as a Financial Adviser. Familiarise yourself with the firm's services and client base, so you can demonstrate how your skills align with their needs.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and grown client relationships in the past. Be ready to discuss specific strategies you've used to retain clients and attract new business, as this will be crucial for the role.
✨Ask Insightful Questions
Think of thoughtful questions to ask during the interview. This shows your genuine interest in the firm and helps you understand their culture and expectations better. For instance, inquire about their approach to client development and support for advisers.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values a supportive environment, so showing your authentic self can help them see how you'd fit into their team and culture.
