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For Companies At a Glance
- Tasks: Provide high-quality financial advice and develop new business opportunities.
- Company: Reputable Wealth Management firm with strong family values.
- Benefits: Competitive salary, uncapped bonuses, hybrid working, and private medical insurance.
- Why this job: Join a growing team and make a real impact on clients' financial security.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of face-to-face advice experience.
- Other info: Enjoy excellent training opportunities and a supportive work environment.
The predicted salary is between 55000 - 70000 £ per year.
Overview
Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established Wealth Management firm in Fareham. Our client is a reputable and growing business with strong family values, offering lifestyle financial planning and holistic wealth management services. Due to continued growth, they are seeking a qualified adviser to take over existing client relationships while also supporting the development of new business opportunities in the region.
Responsibilities
- Take over existing client relationships and provide high-quality financial advice.
- Support the development of new business opportunities in the region.
- Work with a full back-office team, including administration and paraplanning.
- Focus on building relationships and delivering honest, genuine advice to create long-term financial security for clients.
Qualifications
- Level 4 Diploma in Financial Planning / CAS status (essential)
- Minimum 2 years’ experience providing face-to-face financial advice
- Excellent relationship management and client care skills
- Experience advising across pensions, investments, ISAs, and IHT planning
- Driven and proactive approach to personal and professional growth
Benefits
- Competitive salary of £55,000 – £70,000 (depending on experience)
- Uncapped 30% bonus (after salary validation)
- Client bank to inherit and more acquisitions to follow
- Company car or car allowance after probation
- Private Medical Insurance and Pension contribution
- EMI share scheme after probation
- Laptop, mobile phone, and mileage allowance
- 20 days holiday (increasing to 27 with service) + bank holidays + Christmas shutdown outside of holiday allowance
- Hybrid working: typically 3 days in the office and 2 from home (core Thursday)
- Full paraplanning and administrative support
- Training and development opportunities, including support toward Chartered status
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Independent Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media platforms like LinkedIn. Share insights, articles, and tips related to financial planning to position yourself as a knowledgeable adviser in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face. Think about how you can demonstrate your relationship management skills and your proactive approach to client care.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect role, and applying directly can give you an edge over the competition.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant client management experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our family values. Be genuine and let us know why you want to join our team.
Showcase Your Experience: We love seeing real-life examples! When detailing your experience, focus on specific achievements in client relationships and business development. This helps us understand how you can support our growth.
Apply Through Our Website: To make things easier for both of us, please apply through our website. It streamlines the process and ensures your application gets to the right people quickly!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, ISAs, and IHT planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in providing high-quality advice.
✨Showcase Your Relationship Skills
Since this role focuses heavily on client relationships, prepare examples of how you've successfully managed client interactions in the past. Think about times when you went above and beyond to ensure client satisfaction – this will highlight your excellent relationship management skills.
✨Be Proactive About Growth
Demonstrate your driven approach by discussing your personal and professional growth plans. Whether it's pursuing Chartered status or other qualifications, showing that you're committed to continuous improvement will resonate well with the interviewers.
✨Understand the Company Culture
Research the firm’s family values and holistic approach to wealth management. Be ready to explain how your own values align with theirs and how you can contribute to their mission of delivering honest, genuine advice for long-term financial security.
