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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: Hybrid working, professional development, and access to an existing client bank.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Fully qualified Financial Adviser with strong communication skills.
- Other info: Join a supportive team with a community-focused approach.
The predicted salary is between 36000 - 60000 £ per year.
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 Cheshire. 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.
- 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.
Financial Advisor employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial advisory space! Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and how you’ve helped clients achieve their financial goals. Use specific examples to demonstrate your expertise and the value you bring to the table.
✨Be Ready for the Interview
Prepare for interviews by researching the company and understanding their culture and values. Think about how your approach to financial planning aligns with their focus on long-term relationships and bespoke advice. This will show you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing the job! We’re always looking for talented individuals who fit our ethos, so make sure your application stands out and showcases your passion for financial advising.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor 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!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our culture and values. Keep it professional but let your personality come through.
Showcase Your Qualifications: Don’t forget to mention your qualifications, especially if you have a Level 4 Diploma or higher. We’re keen on seeing how your credentials match up with our requirements, so make them stand out!
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 don’t miss any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest regulations and tools in the industry, as well as the specific services offered by the firm. This will show that you're not just qualified, but genuinely interested in providing high-quality advice.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Share relevant experiences that highlight your relationship management skills. Remember, they’re looking for someone who can develop long-term client relationships, so demonstrate your ability to connect with people.
✨Showcase Your Client Bank Experience
Be prepared to discuss your experience managing or developing an existing client bank. Bring examples of how you've successfully engaged clients in the past and how you plan to do so in this new role. This will help them see you as a valuable asset from day one.
✨Emphasise Collaboration
Since the firm values teamwork, be ready to talk about how you’ve worked collaboratively with paraplanners and administrators in previous roles. Highlight any instances where your teamwork led to improved client outcomes, showing that you align with their culture and values.
