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- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Reputable UK wealth management practice with a client-centric approach.
- Benefits: Competitive salary, bonus structure, flexible employment options, and ongoing development.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: CAS Status and experience in regulated financial advice required.
- Other info: Ideal for those passionate about later-life planning and ethical advice.
The predicted salary is between 36000 - 60000 ÂŁ per year.
An established and reputable UK wealth management practice is seeking an experienced CAS‑Status Financial Adviser with specialist expertise in Long‑Term Care (LTC) advice.
The firm offers a highly client‑centric financial planning proposition, delivering tailored guidance across investments, retirement, pensions, protection, and broader wealth management services. Their advisory model is built on long‑term client relationships, personalised service, and high standards of regulated advice.
This is an excellent opportunity for an adviser who wants to join a professional, supportive team with a strong reputation in the UK financial advice market.
Key Responsibilities- Provide FCA‑regulated financial advice to clients.
- Conduct full fact‑finding, suitability assessments, and prepare compliant financial reports.
- Deliver holistic advice across pensions, retirement, investments, protection, and wealth planning services.
- Develop long‑term client relationships built on trust, clarity, and high‑quality service.
- Maintain accurate records and ensure full regulatory compliance in line with FCA guidelines.
- CAS Status (Competent Adviser Status) — essential.
- Demonstrable experience giving regulated financial advice.
- Specific background or training in Long‑Term Care Advice (CF8 or equivalent).
- Strong technical understanding of pensions, investments, and later‑life planning.
- Excellent communication skills and high standards of professionalism.
- Ability to work independently while contributing to a collaborative advisory culture.
- Warm, established strong client base and strong inbound reputation.
- Supportive, collaborative environment focused on ethical and personalised advice.
- Access to a wide range of wealth management, pension, and investment solutions.
- Flexibility to join on a permanent employed basis or via a self‑employed model (cash‑flow supporting system).
- Ongoing development and support to continue building your advisory expertise.
- Enjoy providing high‑quality, holistic advice.
- Have a passion for later‑life planning and supporting clients with complex family and care decisions.
- Want to grow their career within a respected and well‑structured financial planning environment.
If you’re a qualified adviser with CAS status and LTC expertise — and you’re looking for a long‑term, relationship‑driven role — we would love to hear from you.
Financial Advisor in Braintree employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Braintree
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors 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 by sharing your knowledge on social media or writing articles about Long-Term Care advice. This will help you stand out and attract potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to financial advising. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Financial Advisor in Braintree
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Financial Advisor role. Highlight your CAS status and any relevant Long-Term Care expertise to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing holistic advice and how you’ve built long-term client relationships in the past. We want to see your personality come through!
Showcase Your Communication Skills: As a Financial Advisor, communication is key. Use clear and professional language in your application, and don’t hesitate to demonstrate your ability to explain complex financial concepts simply.
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’re considered for this exciting opportunity with our supportive team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of Long-Term Care (LTC) advice and the latest FCA regulations. Being able to discuss specific cases or scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Build Rapport
Since this role is all about developing long-term client relationships, practice building rapport during your interview. Use active listening skills and engage with the interviewer by asking insightful questions about their approach to client relationships.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully provided regulated financial advice. Highlight your experience in pensions, investments, and wealth management to demonstrate your fit for the position.
✨Ask the Right Questions
At the end of the interview, don’t forget to ask questions that reflect your interest in the company’s culture and values. Inquire about their approach to client service and how they support their advisers in maintaining high standards of professionalism.