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For Companies At a Glance
- Tasks: Provide bespoke financial advice and build long-term client relationships.
- Company: Leading Independent Financial Advisory firm with a focus on collaboration and culture.
- Benefits: Competitive salary, bonuses, hybrid working, and professional development opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Fully qualified Financial Adviser with strong communication and relationship management skills.
- Other info: Access to an existing client bank and excellent career growth potential.
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
Location: Essex
Contract: Permanent
Salary: £60,000 - £80,000 per annum + bonuses
Start Date: ASAP
Contact: (url removed)
Hybrid Working
Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.
The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes.
Key Responsibilities
- Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements.
- Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives.
- Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools.
- Build relationships through professional networks, referrals, and digital platforms where appropriate.
- Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery.
- Contribute positively to the firm’s culture, values, and community-focused initiatives.
Candidate Criteria
- Fully qualified Financial Adviser (Level 4 Diploma minimum).
- Experience delivering independent financial advice in a regulated environment.
- Strong client relationship management and communication skills.
- High standards of professionalism, integrity, and ethical conduct.
- Experience managing or developing an existing client bank.
- Confidence using financial planning and cashflow modelling tools.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Financial Adviser in Boxted employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Boxted
✨Network Like a Pro
Get out there and connect with people in the financial advisory space! Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and insider info about job openings.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your qualifications and experience. Share success stories that demonstrate your ability to deliver high-quality financial advice and build long-term client relationships.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, or even your own content related to financial planning. This not only showcases your knowledge but also helps you connect with others in the industry who might know of job opportunities.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we’re always looking for passionate individuals who align with our values and culture.
We think you need these skills to ace Financial Adviser in Boxted
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in delivering independent financial advice and managing client relationships. We want to see how your skills align with what we're looking for!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma and any other relevant qualifications. We’re keen on seeing your professional credentials, so make them stand out in your application!
Be Authentic: Let your personality shine through in your cover letter. We value culture and collaboration, so share why you’re passionate about financial planning and how you can contribute to our team’s success.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services the firm offers. Be ready to discuss how you can provide high-quality independent financial advice and demonstrate your understanding of regulatory requirements.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained long-term client relationships in the past. Highlight your communication skills and how you've supported clients in achieving their financial objectives.
✨Familiarise Yourself with Tools
Since the role involves using financial planning and cashflow modelling tools, it’s a good idea to familiarise yourself with these. If you have experience with specific tools, be ready to discuss how they’ve helped you deliver exceptional client outcomes.
✨Emphasise Cultural Fit
This firm values culture and collaboration, so think about how you can contribute positively to their environment. Be prepared to discuss your professional values and how they align with the firm's community-focused initiatives.
