At a Glance
- Tasks: Manage an established client portfolio and provide top-notch financial planning advice.
- Company: Join a growing wealth management practice focused on quality client relationships.
- Benefits: Enjoy a competitive salary, annual bonuses, hybrid working, and support from experienced teams.
- Other info: Exciting opportunity to grow with a supportive team in a dynamic environment.
- Why this job: Make a real difference in clients' lives while building long-term relationships.
- Qualifications: Level 4 Diploma in Financial Planning and a passion for client service.
The predicted salary is between 49500 - 60500 £ per year.
We're recruiting on behalf of an established wealth management practice that's growing its advice team. They're looking for a qualified Financial Adviser who wants to focus on excellent financial planning and building long-term client relationships — with an established portfolio of existing clients and a strong support team around them. This is an employed adviser role, and the successful candidate won't be expected to build a client bank from scratch.
The primary responsibility will be taking ownership of an existing portfolio of clients, ensuring they receive a proactive, consistent and high-quality financial planning service.
About Our Client
Our client provides financial planning and wealth management advice to individuals, families and businesses, with a strong emphasis on the quality of their advice, the service their clients receive, and the long-term relationships they build with them. Their advisers are supported by experienced paraplanners, administrators and specialist advisers, allowing them to focus their time where they add the most value — understanding clients, providing good advice and maintaining strong relationships. As the business continues to grow, they're expanding their employed advice capability. This is a newly created role and an opportunity to join at an important stage in that development.
The Role
You'll take personal ownership of an established portfolio of clients and be responsible for the quality of their ongoing advice and overall service experience. You'll be responsible for:
- Building strong, trusted, long-term client relationships
- Leading annual reviews and providing proactive, ongoing financial planning advice
- Understanding clients' changing circumstances, objectives and financial planning needs
- Identifying appropriate new advice opportunities within existing client relationships
- Producing high-quality advice and documentation
- Working closely with paraplanners, administrators and specialist advisers to deliver a seamless client experience
- Ensuring agreed reviews and client service commitments are delivered consistently and on time
This is predominantly a client servicing role rather than one built around sourcing your own clients.
What We're Looking For
You'll need to hold a Level 4 Diploma in Financial Planning (or equivalent), ideally with some post-qualification client advice experience. We're particularly interested in hearing from someone who:
- Enjoys building long-term relationships and takes personal ownership of the client experience
- Cares about achieving good client outcomes and delivering high-quality advice
- Is commercially aware and confident in identifying appropriate planning opportunities
- Has strong organisational skills and excellent attention to detail
- Takes pride in producing high-quality, compliant documentation
- Enjoys working collaboratively as part of a wider advice and support team
Reward and Benefits
Competitive basic salary
Annual bonus of up to 10% of salary
A share of initial advice fees on all new business written
Hybrid working
An established portfolio of existing clients
Experienced paraplanning and administration support
Financial Adviser in Christchurch employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Christchurch
✨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.
✨Connect on Professional Platforms
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 RGH-Global Limited. 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 Christchurch
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 RGH-Global Limited.
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 RGH-Global Limited'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 RGH-Global Limited
✨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 RGH-Global Limited.
✨Prepare for Case Studies
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 RGH-Global Limited 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 RGH-Global Limited 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.
