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- Tasks: Provide expert financial advice and manage a diverse client portfolio.
- Company: Join The David Hewson Practice, part of The Openwork Partnership.
- Benefits: Earn a competitive salary of £50,000 plus bonuses and enjoy hybrid working.
- Why this job: Make a positive impact on clients' lives while growing your career in finance.
- Qualifications: Must hold Level 4 Diploma in Financial Advice and have 1-2 years' experience.
- Other info: Be part of a supportive network with excellent development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Partnership Recruitment Manager - Recruiting quality individuals into The Openwork Partnership network.
Are you an experienced Financial adviser? Are you looking for the next challenge in your career? Established in 2001, The David Hewson Practice Ltd are a company who strive to grow and continually improve services, attracting specialist consultants within their field who hold the same values as they do.
They are looking for an experienced Financial Adviser to join their team based in Norfolk. As part of their next growth chapter, they are on the hunt for someone to service their growing client bank, provide excellent financial advice and make a positive change to clients’ lives.
This is an employed role with a generous basic salary of £50,000 coupled with performance bonuses and incentives to generate new business and earn commissions. You will be required to work out of their fully equipped offices a minimum of 2 days per week; this role would suit someone in and around the Norfolk, Suffolk and Colchester areas.
Benefits:
- A basic salary of £50,000 plus bonuses
- Full client bank ready to be worked on
- Hybrid working options
- 23 days annual leave + Bank holidays
For this role you will need:
- Fully qualified to provide Financial advice - Level 4 Diploma (DipFA / DipPFS / equivalent) qualified is essential
- Have between 1 to 2 years’ experience in providing Financial Advice in both pensions and investments
- Have experience in Financial services and understand the adviser client journey
- Excellent communication skills both written and verbal
- Excellent rapport and relationship building skills
Your responsibilities will include:
- Provide regulated financial advice across investments, pensions, protection, IHT & Estate planning.
- Manage and grow a portfolio of clients with integrity and professionalism upholding the reputation of the business
- Conduct client reviews, fact-finds, suitability assessments, and produce compliant recommendations
- Maintain high standards of FCA and Consumer Duty compliance
- Build long-term relationships founded on trust, transparency, and service
The David Hewson Practice Ltd is part of The Openwork Partnership, who are one of the UK’s largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
Financial Adviser employer: The David Hewson Practice Ltd
Contact Detail:
The David Hewson Practice Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities you might not find on job boards.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your qualifications and experience. Share specific examples of how you've helped clients in the past. This will show them that you’re not just another candidate, but someone who can truly make a difference.
✨Prepare for Interviews
Do your homework before any interview. Understand the company’s values, their client base, and what they’re looking for in a Financial Adviser. Prepare questions that show your interest and knowledge about their practice. This will help you stand out as a well-informed candidate.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed there that you won’t find anywhere else. So, take a few minutes to check it out and submit your application!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your qualifications, especially your Level 4 Diploma and relevant experience in pensions and investments. We want to see how your skills match 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 the perfect fit for The David Hewson Practice. Share your passion for financial advice and how you can make a positive impact on clients' lives.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at The David Hewson Practice Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions and investments. Be ready to discuss your experience in providing financial advice and how you've helped clients in the past.
✨Showcase Your Communication Skills
As a Financial Adviser, excellent communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to build rapport and trust with potential clients.
✨Understand the Company Culture
Research The David Hewson Practice and The Openwork Partnership. Understand their values and how they prioritise client relationships. This will help you align your answers with what they’re looking for in a candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Ask about their approach to client management or opportunities for professional development.
