At a Glance
- Tasks: Manage a portfolio of clients and provide holistic financial planning services.
- Company: Dynamic Financial Planning firm based in London with a supportive culture.
- Benefits: Up to £80,000 salary, bonus scheme, remote work, and generous leave.
- Other info: Full admin support and business development assistance provided.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2+ years client-facing experience.
The predicted salary is between 72000 - 84000 £ per year.
Location: Cambridgeshire (Remote/Field based role)
Salary: Up to £80,000 + Bonus OTE £100K+
We are working with a Financial Planning firm based in London who are looking to bring on a new Financial Adviser to manage a bank of 100 clients with a value of approximately £20m AUM in the Cambridgeshire area.
As a Financial Adviser, you will provide an ongoing holistic financial planning service covering investment, pension, estate, trust and protection planning. As well as servicing existing clients, you will be provided with referrals and business development support to bring new clients into the business. You will have a full team of admin and paraplanning staff working alongside you.
What's on offer?
- Salary up to £80,000
- Bonus scheme on new and ongoing business
- Full admin and paraplanning support
- Remote/Field based role
- 28 days annual leave + 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 in Holywell employer: WEALTHLINK RECRUITMENT LTD
Join a leading Financial Planning firm that prioritises employee well-being and professional growth. With a supportive work culture, comprehensive admin and paraplanning assistance, and a generous benefits package including 28 days of annual leave, this remote/field-based role in Cambridgeshire offers an excellent opportunity for Financial Advisers to thrive while managing a substantial client portfolio. Enjoy the flexibility of working from home while being part of a dynamic team dedicated to delivering exceptional financial services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Holywell
✨Tap into Campus Networks
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✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like WEALTHLINK RECRUITMENT LTD. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser in Holywell
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to WEALTHLINK RECRUITMENT LTD.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on WEALTHLINK RECRUITMENT LTD's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with WEALTHLINK RECRUITMENT LTD.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at WEALTHLINK RECRUITMENT LTD will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former WEALTHLINK RECRUITMENT LTD employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
