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- Tasks: Help clients achieve financial goals through tailored advice and relationship building.
- Company: Join an award-winning financial planning and wealth management firm with a strong track record.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and the flexibility to work from home.
- Why this job: This role offers growth opportunities, existing client support, and a chance to make a real impact.
- Qualifications: You need a Diploma Level 4 and at least 2 years of experience as a Financial Advisor.
- Other info: Access to ongoing leads and a supportive back-office team to help you succeed.
The predicted salary is between 44000 - 66000 £ per year.
23 hours ago Be among the first 25 applicants
Vision-FS Recruitment provided pay range
This range is provided by Vision-FS Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Vision-FS Recruitment
Managing Director | Recruitment Consultant | Recruitment Experts in Financial Planning and Wealth Management
Clients Provided
An industry-leading Financial Planning business seeks to expand its network of qualified Financial Advisors across the UK. This is an employed role, advisers will be given clients, access to warm leads and full back-office support.
THE ROLE
- Leads and clients provided
- Qualified meetings booked into the adviser’s diary
- Advising clients locally where you live in the country
- Conduct fact-find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Work from home
- Back-office support
BENEFITS
- Basic Salary
- Un-capped bonus
- Pension, DIS, holiday and other benefits
WHAT YOU\’LL NEED TO SUCCEED
- 3 years minimum experience as a Financial Advisor
- Experience in offering holistic financial advice
- Proven track record of success and achievements
- Experience in managing and retaining a client book
NEXT STEPS
Click on the apply button and remember to attach a copy of your CV.
Vision-FS Recruitment is a leading UK-based Financial Services Recruitment company. Financial Planning | Wealth Management | Employee Benefits | www.vision-fs.co.uk
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales, Consulting, and Business Development
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Industries
Financial Services, Investment Advice, and Banking
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Financial Advisor employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events or join local financial planning groups to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights on financial topics, engage with relevant content, and connect with individuals in the financial services sector to increase your visibility.
✨Tip Number 3
Consider reaching out directly to the recruitment agency, Vision-FS Recruitment, to express your interest in the role. A proactive approach can help you stand out and demonstrate your enthusiasm for the position.
✨Tip Number 4
Prepare for potential interviews by researching common questions asked of Financial Advisors. Be ready to discuss your experience with client management and how you've successfully grown a client book in the past.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma Level 4 qualification and at least two years of experience as a Financial Advisor. Emphasise your achievements in managing client relationships and generating new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific experiences where you've successfully advised clients on investments, pensions, or protection, and how you can contribute to the company's growth.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as relationship management, financial planning, and lead generation. Use examples from your past roles to demonstrate these skills effectively.
Follow Application Instructions: Ensure you follow the application instructions carefully. Attach your CV and any other required documents, and double-check for any specific requirements mentioned in the job posting before submitting your application.
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Numbers
As a Financial Advisor, you should be well-versed in financial metrics and performance indicators. Be prepared to discuss your past achievements, such as client retention rates and growth in assets under management, to demonstrate your success.
✨Understand the Company’s Proposition
Research Vision-FS Recruitment and their unique selling points. Understand their approach to wealth management and how they support their advisors. This will help you align your answers with their values and show that you're genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and client management abilities. Think of examples from your experience where you've successfully navigated complex client situations or provided tailored financial advice.
✨Showcase Your Relationship-Building Skills
Building strong relationships is key in this role. Be ready to share specific examples of how you've developed and maintained client relationships in the past, and how you plan to do so in the future with the existing client bank you'll inherit.
