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- Tasks: Help clients with financial planning, investments, and protection strategies.
- Company: National financial planning business with a supportive team environment.
- Benefits: Competitive salary, bonus scheme, hybrid work, and generous leave.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and client-facing experience.
- Other info: Join a dynamic team with full admin support and great growth potential.
The predicted salary is between 48000 - 72000 £ per year.
Location: Chorley
Salary: £60,000 - £90,000 + Bonus
We are working with a national financial planning business who are looking for a Financial Adviser to join their Chorley office. The role will involve a mix of inheriting existing clients from other advisers who are over capacity as well as managing new client referrals and developing new business opportunities.
As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. You will have a full team of Admin and Paraplanning staff working alongside you.
What’s on offer?
- Salary up to £90,000
- Bonus scheme on new and ongoing business
- Full Admin and Paraplanning support
- Hybrid work from home model
- 28 days annual leave plus bank holidays
- Generous benefits package
Requirements:
- Level 4 Diploma In Regulated Financial Planning
- 2 years in client facing financial advice position in the UK
If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable.
Financial Adviser employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or a professional website where you can share insights about financial planning. This not only highlights your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or mentor to build confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals like you to join our team!
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 experience in client-facing positions and any relevant qualifications, like your Level 4 Diploma in Regulated Financial Planning. We want to see how you can bring value to our team!
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 your skills align with our needs. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or successfully managing investments, we want to know how you've made an impact in your previous roles. Numbers and examples speak volumes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a great trait for a Financial Adviser!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Stuff
Brush up on your knowledge of investment, pension, estate, trust, and protection planning. Be ready to discuss how you’ve applied this knowledge in previous roles, as it shows you’re not just book-smart but also practical.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any specific strategies you used to develop new business opportunities or retain existing clients, as this is crucial for the role.
✨Understand the Company Culture
Research the national financial planning business you're interviewing with. Knowing their values and how they operate will help you tailor your answers and demonstrate that you’re a good fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, the team you'll be working with, and the company’s future plans. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
