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- Tasks: Manage a client bank and provide tailored financial advice.
- Company: Join a leading Independent Wealth Management firm with a strong reputation.
- Benefits: Negotiable salary, immediate bonuses, flexible working, and support for professional development.
- Why this job: Kickstart your career with instant clients and no pressure to generate leads.
- Qualifications: Diploma in Financial Services and ideally 2 years of advising experience.
- Other info: Enjoy a supportive environment with excellent growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Recruit UK are working on an excellent opportunity for a Financial Adviser in Faringdon to join an Independent Wealth Management Company. This organisation is one of the South’s leading Wealth Management firms with offices and employees spanning the whole of the UK. They were established nearly 20 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion and rising. They’re always looking for new acquisitions and have recently secured several opportunities across Wiltshire and Oxfordshire which lead to this new vacancy.
The role will involve managing a client bank from the beginning as the company continues to expand, what this means to you is that there is no expectation to have current clients, nor are you expected to generate new leads from the outset. As and when the need does arise you will partake in increasing your own network and client bank. The clients provided vary but include corporate and private individuals with varied assets including HNW and UHNW.
What’s in it for you:
- Salary negotiable dependent on experience
- Instant access to a client bank
- Ability to earn a bonus from the beginning - no validation point nor targets in order to activate this on all new business opportunities.
- Flexibility to build and develop your own clients and manage the existing clients immediately
Benefits include:
- Bonus scheme for new business and recurring income servicing (15%)
- Parking
- Assistance with exam book/entry should you wish to become Chartered
- A generous car allowance
- Full back office assistance, access to administration and paraplanning support.
Skills and experience required:
- Diploma in Financial Services
- Ideally, 2 years’ experience advising
- Currently holding CAS/SPS desirable but not essential
- Interested in speaking with individuals with experience in Independent, Restricted Advice or Bankassurance.
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.
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.
Financial Adviser- client bank provided and immediate bonus in Faringdon employer: RecruitUK
Contact Detail:
RecruitUK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser- client bank provided and immediate bonus in Faringdon
✨Tip Number 1
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 contacts on LinkedIn. The more connections you make, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might arise, so be ready to explain who you are and what you bring to the table in a concise and engaging way. Tailor your pitch to highlight your experience and how you can add value to a client bank right from the start.
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings specifically for Financial Advisers. Make sure to check it out regularly and apply directly through us to increase your chances of getting noticed by employers looking for talent like yours.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the perfect fit for managing their client bank.
We think you need these skills to ace Financial Adviser- client bank provided and immediate bonus in Faringdon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your relevant experience, especially any work with client banks or wealth management. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your experience can benefit us. Don’t forget to mention your flexibility in managing your own diary!
Showcase Your Qualifications: Be sure to list your Diploma in Financial Services and any other relevant qualifications. If you have CAS/SPS, let us know! We love seeing candidates who are committed to their professional development.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at RecruitUK
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of AUM, client demographics, and the specific services offered by the company. This will not only show your expertise but also demonstrate your genuine interest in their operations.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail, especially any relevant roles where you've managed client relationships or provided financial advice. Use specific examples to illustrate how you've successfully navigated challenges and built trust with clients, as this is key for the role.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company's growth plans, client management strategies, and support systems. This shows that you're not just interested in the position, but also in how you can contribute to their success.
✨Demonstrate Flexibility
Since the role offers flexibility in managing your own diary, be ready to discuss how you prioritise tasks and manage your time effectively. Share examples of how you've adapted to changing circumstances in previous roles, which will highlight your ability to thrive in a dynamic environment.