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For Companies At a Glance
- Tasks: Provide top-notch financial advice and build lasting client relationships.
- Company: Reputable Wealth Management firm with strong family values.
- Benefits: Competitive salary, uncapped bonuses, hybrid working, and private medical insurance.
- Other info: Enjoy excellent training opportunities and a supportive work environment.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of face-to-face advice experience.
The predicted salary is between 55000 - 70000 £ per year.
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
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, especially LinkedIn. Share insights about financial planning and engage with potential clients or employers to demonstrate your knowledge and passion.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Adviser. Be ready to discuss how you can take over existing client relationships and develop new business opportunities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can give you an edge in the hiring process.
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 experience you have in providing face-to-face financial advice.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've built client relationships and provided genuine advice, as this aligns with our values at StudySmarter.
Showcase Your Proactive Approach: In your application, emphasise your driven and proactive approach to personal and professional growth. We love candidates who are eager to develop and take on new challenges, so let that shine through!
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 don’t miss out on any important updates during the process.
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 the right fit for the role.
✨Showcase Your Relationship Skills
Since this role involves taking over existing client relationships, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your ability to deliver genuine advice and build trust.
✨Demonstrate Your Proactivity
The company is looking for someone driven and proactive. Be ready to discuss how you've taken initiative in previous roles, whether that's developing new business opportunities or enhancing client services.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's culture, values, and future growth plans. This not only shows your interest but also helps you gauge if the company aligns with your own values and career goals.