At a Glance
- Tasks: Provide holistic financial planning advice and build strong client relationships.
- Company: Established financial planning business in Derby with a supportive culture.
- Benefits: Competitive salary, uncapped commission, hybrid working, and annual leave perks.
- Other info: Dynamic environment with opportunities for growth and development.
- Why this job: Kickstart your advisory career and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and previous advisory experience preferred.
The predicted salary is between 40000 - 42500 £ per year.
Location: Derby (Office-Based Initially, Hybrid Working Available After Successful Probation Period)
Salary: £36,000 - £45,000 Basic Salary + Uncapped Commission
Benefits:
- Uncapped commission with no threshold
- Warm review opportunities and existing client opportunities
- Advice opportunities across pensions, investments, protection, and mortgages
- 20 days annual leave plus Bank Holidays
- Additional annual leave entitlement awarded for each completed year of service
- Workplace pension scheme
- Supportive and growing business environment
- Hybrid working available after approximately six months, subject to performance and business needs
- Free on-site parking
About the Company:
Our client is a growing and established financial planning business based in Derby, providing advice across pensions, investments, protection, and mortgages. This opportunity is ideal for a motivated Financial Adviser in the early stages of their advisory career who is looking to develop their client relationships, increase their earnings, and build a long-term career within a supportive and entrepreneurial environment.
Key Responsibilities:
- Provide holistic financial planning advice to clients
- Conduct client review meetings and identify suitable advice opportunities
- Advise across pensions, investments, protection, and mortgage solutions
- Build and maintain strong, long-term client relationships
- Generate new business opportunities through client engagement and referrals
- Manage the end-to-end advice process, including fact-finding, suitability discussions, and implementation
- Complete your own administration and pre-planning activities using the firm's internal systems
- Maintain regulatory compliance and high professional standards at all times
- Contribute to the continued growth and success of the business
What We're Looking For:
- Level 4 Diploma in Financial Planning (essential)
- Previous experience as a Financial Adviser, ideally around one year or more in an advisory role
- Strong communication and relationship-building skills
- Commercially minded with a genuine desire to grow earnings and develop within the business
- Self-motivated, ambitious, and driven to succeed
- Comfortable managing your own administration and workflow
- Professional, personable, and client-focused approach
- Ability to work independently while contributing positively to a close-knit team environment
Desirable Skills:
- Experience advising on pensions, investments, protection, and mortgages
- Previous experience within a wealth management or financial planning environment
- Exposure to telephone-based advice models
- Experience working within a sales-focused advisory role
- Background with major financial advice firms, including St. James's Place (SJP), will be considered
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
