At a Glance
- Tasks: Build strong client relationships and provide genuine financial advice.
- Company: A family-oriented Wealth Management firm in Fareham.
- Benefits: Private medical, pension contributions, flexible working, and bonuses.
- Other info: Supportive environment with opportunities for personal and professional growth.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of financial advice experience.
The predicted salary is between 49500 - 60500 £ per year.
Job Description
Recruit UK are working on an excellent opportunity for a Financial Adviser in Fareham to join a Wealth Management firm.
Our client is a successful Financial Adviser that is seeking a qualified individual to join his firm.
Due to his continued growth, he is seeking someone with face to face experience that can manage the relationships he has worked hard to obtain.
They are a close firm with family values that run a lifestyle financial planning and wealth management operation.
They pride themselves on delivering honest, genuine advice in order to build strong relationships and futures for themselves and their clients.
What’s in it for you
- Private Medical and Pension contribution
- Christmas closure outside holiday allowance
- Full back office paraplanning and administration
- Regular 1 2 1 support and development
- Instantaneous bonus from the recurring income of the clients you will obtain
- Work from home or office based, as you desire, flexible to your changing needs
Skills and experience required
- Level 4 Diploma in Financial Planning
- Minimum 2 years Financial Advice experience, those without advice experience will not be considered for this post
- Driven to succeed, not wanting to sit back, hungry for future growth
- Experience in Financial Planning essential, mortgage only applicants will not be considered
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.
We have a reach of more than 100,000 financial services connections.
Right now, Recruit UK are pleased to be working with a Wealth Management firm based in Fareham on a Financial Adviser role.
- Our commitment to you
- 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. Or if we think you already have it, we’ll tell you.
- 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.
- #J-18808-Ljbffr
Financial Adviser in Fareham employer: RecruitUK
Join a thriving Wealth Management firm in Fareham that values family-oriented culture and genuine client relationships. With benefits like private medical insurance, pension contributions, and flexible working options, this is an excellent opportunity for a Financial Adviser looking to grow in a supportive environment. The firm prioritises employee development through regular one-on-one support and offers immediate bonuses from client income, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Fareham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RecruitUK. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Fareham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RecruitUK.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RecruitUK's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RecruitUK
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RecruitUK.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RecruitUK will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RecruitUK employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
