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- Tasks: Provide personalized financial advice and build strong client relationships.
- Company: Join an award-winning recruitment agency with a focus on diverse sectors.
- Benefits: Enjoy a competitive salary, bonuses, and flexible benefits tailored to you.
- Why this job: Grow your career in a supportive environment with opportunities for professional development.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 2+ years of experience.
- Other info: Engage in charitable events and social activities while working ethically.
The predicted salary is between 36000 - 60000 £ per year.
Financial Adviser Are you an experienced financial adviser seeking a role with greater opportunities? We\’re looking for talented and experienced advisers to join our advisory team in the UK. This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice. About the Role Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives. Your responsibilities will include: Offering technical and investment advice on a range of wealth management needs Building and maintaining strong, long-term client relationships Conveying information in a way that\’s easy for clients to understand Staying informed on current affairs that may impact clients Clearly explaining the advantages and disadvantages of recommended products and services Conducting research and data analysis for client planning and special projects Keeping up-to-date with relevant regulations and legislation Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures Handling client matters openly, honestly, and with integrity Role Requirements Successful applicants will: Hold a Level 4 Diploma in Financial Planning Have at least 2 years of experience as a Financial Adviser Possess a strong knowledge of pensions and wealth management solutions Be highly motivated, proactive, and effective team players Demonstrate the ability to research, analyse, and interpret complex financial information Have exceptional communication and negotiation skills Excel in literacy, numeracy, and IT skills Communicate complex information clearly, both in writing and verbally Approach work ethically and professionally Benefits In addition to career progression, professional development, and a welcoming work environment, you will have the chance to engage in charitable events and social activities. Your benefits package includes: A competitive salary and bonus scheme, based on experience Group Pension Life Assurance Income Protection Health Cash Plan Our flexible benefits scheme allows you to select options that best suit your needs. This is an excellent opportunity for financial advisers eager to grow their careers with significant progression potential. Next Steps: Apply to this Job Title role through this advert. If you would like more information about this role, please contact our Professional Services team on. If successful, you will need to digitally register with our agency (if you haven\’t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. About Regional Recruitment Services This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website (regionalrecruitment.co.uk). JBRP1_UKTJ
Experienced Financial Adviser / Wealth Manager / Financial Planner employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Adviser / Wealth Manager / Financial Planner
✨Tip Number 1
Make sure to showcase your Level 4 Diploma in Financial Planning prominently during your interactions. This qualification is essential for the role and demonstrates your commitment to professional standards.
✨Tip Number 2
Highlight your experience in building long-term client relationships. Share specific examples of how you've successfully managed client portfolios and provided tailored advice that meets their unique financial goals.
✨Tip Number 3
Stay updated on current financial regulations and market trends. Being knowledgeable about recent changes can help you engage in meaningful conversations with potential employers and demonstrate your proactive approach.
✨Tip Number 4
Prepare to discuss your communication skills in detail. Since conveying complex information clearly is crucial, think of instances where you've simplified financial concepts for clients or colleagues.
We think you need these skills to ace Experienced Financial Adviser / Wealth Manager / Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your Level 4 Diploma in Financial Planning and any relevant achievements. Use keywords from the job description to align your skills with what they are looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build strong client relationships. Mention specific examples of how you've provided personalized advice and supported clients in achieving their financial goals.
Demonstrate Your Knowledge: In your application, emphasize your understanding of pensions and wealth management solutions. Discuss any relevant regulations and compliance procedures you are familiar with, as this will show your preparedness for the role.
Follow Up: After submitting your application, consider following up with a polite email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Regional Recruitment Services
✨Showcase Your Expertise
Be prepared to discuss your Level 4 Diploma in Financial Planning and how your experience aligns with the role. Highlight specific examples of how you've successfully provided financial advice and built client relationships.
✨Communicate Clearly
Since exceptional communication skills are crucial, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to convey information effectively to clients.
✨Stay Informed
Research current affairs and regulations that impact the financial sector. Being knowledgeable about recent changes will show your commitment to providing informed and compliant advice.
✨Demonstrate Ethical Approach
Prepare to discuss how you handle client matters with integrity and transparency. Share examples of how you've navigated ethical dilemmas in your previous roles to reinforce your professional approach.
