Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a supportive team in Canterbury, offering independent financial advice.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowances.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Must have Level 4 Diploma and 5+ years of advisory experience.
- Other info: Self-employed option available for those seeking flexibility.
The predicted salary is between 42000 - 63000 £ per year.
Our client is seeking an experienced Financial Advisor in Canterbury / Kent to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.
They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.
You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.
Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Advisor Requirements- You should hold full Level 4 Diploma in financial planning or equivalent
- You should have 5+ years experience as a Financial Advisor (ideally with CAS status)
- You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
- You should have a client centric approach and have dedication to doing the right thing for clients
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications
- Potential to consider higher salary on case-by-case basis
- Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
- Home based role with travel to meet clients in person and use of their regional offices
- Self-employed option available, if you would prefer
Canterbury / Kent
Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the Canterbury and Kent area. Attend local business events, seminars, and workshops to meet potential clients and professional introducers. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage social media platforms to showcase your expertise in financial advising. Share insights, tips, and success stories that resonate with business owners and entrepreneurs. This will help you establish credibility and attract attention from the right audience.
✨Tip Number 3
Engage with existing clients to gather testimonials and referrals. Happy clients are often willing to recommend you to their network, which can lead to new business opportunities. Make sure to ask for feedback and use it to improve your services.
✨Tip Number 4
Familiarise yourself with the company's values and client-centric approach. During interviews or networking, demonstrate how your personal philosophy aligns with theirs. This will show that you're not just a good fit for the role but also for their team culture.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your client-centric approach and any successful strategies you've implemented to grow a client bank. Use specific examples that demonstrate your ability to build long-term relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your qualifications, such as your Level 4 Diploma in financial planning and 5+ years of experience, align with their requirements. Highlight your proactive activities in generating referrals and engaging with clients.
Showcase Your Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, provide examples in your application that illustrate your approachability and professionalism. Consider including anecdotes about how you've successfully navigated client interactions or resolved issues.
Highlight Your Adaptability: Given that this is a home-based role with remote working, emphasise your ability to work independently and manage your time effectively. Mention any experience you have with remote client interactions, such as telephone or video meetings, and how you maintain strong relationships in a virtual environment.
How to prepare for a job interview at Sahasraa Solutions
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how this has positively impacted your previous roles.
✨Demonstrate Your Proactive Business Development Skills
Be prepared to discuss your strategies for growing a client bank. Highlight any successful methods you've used in the past, such as engaging with professional introducers or leveraging social media for lead generation.
✨Highlight Your Experience and Qualifications
Make sure to mention your Level 4 Diploma in financial planning and any relevant certifications. Discuss your 5+ years of experience as a Financial Advisor, focusing on your track record of success in servicing and expanding client portfolios.
✨Prepare for In-Depth Financial Discussions
Expect to engage in detailed conversations about financial strategies, pensions, savings, and investments. Brush up on current market trends and be ready to discuss how you would approach a client's financial review to formulate tailored strategies.
