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- Tasks: Shape client relationships and provide tailored financial solutions.
- Company: Dynamic financial advisory firm near Stansted with a supportive culture.
- Benefits: Very competitive salary, performance bonuses, flexible working, and career progression support.
- Why this job: Join a team where your impact on clients' financial futures truly matters.
- Qualifications: Chartered (CII Level 6) or close to it, with strong communication skills.
- Other info: Opportunity for continuous professional development in a hybrid working environment.
The predicted salary is between 36000 - 60000 £ per year.
Location: Near Stansted.
Salary: Very Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent (Hybrid Working)
About the Role:
Shape the future of client relationships. This is your chance to step into a role where continuity and trust matter most. You will work alongside an experienced adviser, learning their client bank and gradually taking ownership to ensure a seamless experience for every client. If you are Chartered (CII Level 6) or close to and eager to grow, this role offers the perfect platform to develop into a fully-fledged adviser while delivering tailored financial solutions that make a lasting impact.
Key Responsibilities:
- Provide holistic financial planning and investment advice
- Build and maintain strong client relationships through regular reviews
- Conduct detailed fact-finding and risk assessments
- Develop bespoke plans covering pensions, investments and estate planning
- Stay current with market trends and regulatory changes
- Maintain accurate records and ensure FCA compliance
Requirements:
- Chartered Financial Planner (CII Level 6) or working towards
- Strong interpersonal and communication skills
- Proven experience in financial advisory or wealth management working with UHNW/HNW individuals
- Ability to work independently and as part of a team
- Commitment to continuous professional development
Benefits:
- Competitive salary and performance-based bonus
- Flexible working arrangements
- Support for further qualifications and career progression
Ready to take the next step in your career? Contact Marie McDermott on 0203 096 4533 or email marie.mcdermott@tate.co.uk to discuss this outstanding opportunity in confidence.
Financial Advisor in Stansted employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Stansted
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Chartered Financial Adviser.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios you might face as a financial adviser. Think about how you can showcase your interpersonal skills and ability to build client relationships – that's what will set you apart!
✨Tip Number 3
Don’t forget to leverage social media! Update your LinkedIn profile to reflect your skills and aspirations, and engage with content related to financial advising. This can help you get noticed by recruiters and potential employers.
✨Tip Number 4
Finally, apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows your enthusiasm for joining our team!
We think you need these skills to ace Financial Advisor in Stansted
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Chartered Financial Adviser role. Highlight your qualifications, especially if you're Chartered (CII Level 6) or close to it, and showcase any relevant experience in financial advisory or wealth management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can build strong client relationships. Don’t forget to mention your commitment to continuous professional development!
Showcase Your Interpersonal Skills: Since this role is all about building trust and maintaining client relationships, make sure to highlight your strong interpersonal and communication skills in both your CV and cover letter. We want to see how you connect with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our team as a Chartered Financial Adviser!
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial planning and investment advice. Familiarise yourself with current market trends and regulatory changes, as these are crucial for the role.
✨Build Rapport
Since strong interpersonal skills are key, practice building rapport during your interview. Think of ways to connect with the interviewer, perhaps by discussing shared interests or experiences in financial advisory.
✨Showcase Your Experience
Be ready to discuss your previous experience with UHNW/HNW individuals. Prepare specific examples of how you've built and maintained client relationships, and how you've tailored financial solutions to meet their needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and how they support continuous professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
