At a Glance
- Tasks: Support clients with holistic financial planning and build meaningful relationships.
- Company: Modern Financial Planning business focused on life planning.
- Benefits: Salary from £30,000 - £45,000, hybrid working, and exam support.
- Other info: Dynamic environment with a focus on relationship-led advice.
- Why this job: Step into a client-facing role with mentorship and growth opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or nearing completion.
The predicted salary is between 30000 - 45000 £ per year.
Are you a financial services professional looking for that step up into Financial Advice? Recruit UK is delighted to be partnering with a modern Financial Planning business to take on a Junior Financial Adviser. This is an opportunity for an ambitious individual looking to step into a client-facing advice role at a company that puts life planning at the forefront. This company offers mentorship, and support with further exams and development.
Benefits:
- Salary from £30,000 - £45,000 for junior advisers (flexible dependent on experience)
- Existing client bank and leads provided
- Exam support and ongoing mentorship
- Hybrid working (1-2 days from home)
- 25 days holiday plus bank holidays and Christmas closure
- Flexible and bespoke remuneration discussions (pension, protection, flexibility etc.)
- Exposure to highly personalised, holistic financial planning work
- Supportive working environment with direct access to experienced advisers
Duties will include:
- Servicing an existing bank of ongoing financial planning clients
- Conducting holistic financial planning reviews and lifestyle conversations
- Producing and presenting cashflow models
- Building long-term relationships with clients and understanding wider financial objectives
- Advising across pensions, investments, protection, and wider planning needs
- Working collaboratively with the wider team to deliver tailored client outcomes
- Carrying out administrative duties where required
- Supporting the continued growth and development of the firm's planning proposition
This position would best suit:
- A Level 4 qualified administrator, paraplanner or junior financial adviser looking for a great advice pathway
- An adviser who feels stuck in a heavily targeted or transactional environment and wants to deliver more meaningful planning
- Someone who enjoys relationship building, thinking outside the box, and taking a more holistic view of clients' lives and goals
Skills and experience we’re looking for:
- Level 4 Diploma in Regulated Financial Planning (or close to completion)
- Experience within Financial Services, (administration, paraplanning or financial advice)
- Interest in holistic financial planning and relationship-led advice
- Motivated, driven and keen to continue learning and developing
- Open-minded approach and willingness to work differently from traditional advisory models
If this junior financial adviser position sounds of interest to you, and you’d like to discuss, apply today!
Junior Financial Adviser in Poole employer: Recruit UK
Join a forward-thinking Financial Planning business that prioritises life planning and offers a supportive environment for growth. As a Junior Financial Adviser, you'll benefit from mentorship, exam support, and a flexible working arrangement, all while engaging in meaningful client relationships and holistic financial planning. With competitive salary packages and a commitment to employee development, this company is an excellent choice for those looking to advance their careers in a collaborative setting.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Financial Adviser in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Junior Financial Adviser role. You never know who might have a lead or can introduce you to someone at a company that aligns with your goals.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills, qualifications, and experiences. Engage with relevant content and connect with professionals in the financial planning space to increase your visibility.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by researching common questions for financial advisers and rehearsing your answers. Focus on how your experience aligns with the holistic approach this company values, and be ready to share examples of your relationship-building skills.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that Junior Financial Adviser position. Plus, applying directly shows your enthusiasm and commitment to joining our team!
We think you need these skills to ace Junior Financial Adviser in Poole
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Junior Financial Adviser role. Highlight any relevant qualifications, like your Level 4 Diploma, and showcase your experience in financial services to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about holistic financial planning and how you can contribute to our team. Be genuine and let your personality come through – we love seeing the real you!
Showcase Your Relationship-Building Skills:Since this role is all about building long-term relationships with clients, make sure to include examples of how you've successfully done this in the past. Whether it's through previous roles or personal experiences, we want to see your people skills in action!
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 ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Recruit UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, especially holistic approaches. Be ready to discuss how you can apply your Level 4 Diploma in Regulated Financial Planning to real-life scenarios. This will show that you're not just book-smart but also practical.
✨Showcase Your Relationship Skills
Since this role is all about building long-term relationships with clients, think of examples from your past experiences where you've successfully built rapport. Whether it's through previous roles or personal experiences, be prepared to share how you connect with people and understand their needs.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to financial planning and mentorship opportunities. This shows your genuine interest in the role and helps you gauge if the company’s values align with yours. Plus, it gives you a chance to demonstrate your open-minded approach.
✨Be Ready for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to think outside the box. Practice articulating how you would handle various client situations, focusing on delivering tailored outcomes. This will highlight your readiness for a client-facing role.
