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- 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.
- 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.
- Other info: Full admin support and business development assistance provided.
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
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Holywell
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Financial Adviser role. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your pitch! Prepare a short, compelling introduction about yourself and your experience as a Financial Adviser. This will come in handy during networking events or casual meet-ups.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, our team is ready to help you every step of the way, so don’t hesitate to reach out!
We think you need these skills to ace Financial Adviser in Holywell
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 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 passionate about financial planning and how you can add value to our team. Be sure to mention your experience with investment, pension, and protection planning, as these are key areas for us.
Showcase Your Client Management Skills: Since you'll be managing a bank of clients, it's important to showcase your client management skills. Share examples of how you've successfully built relationships and provided holistic financial advice in your previous roles. We love to see real-life examples!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy to do!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics. Brush up on key figures related to investment performance, pension plans, and estate management. Being able to discuss these confidently will show that you're not just knowledgeable but also passionate about the role.
✨Showcase Your Client Management Skills
Since you'll be managing a bank of clients, it's crucial to highlight your experience in client-facing roles. Prepare examples of how you've successfully built relationships and provided tailored financial advice. This will help the interviewers see you as someone who can maintain and grow their client base.
✨Understand the Company Culture
Research the financial planning firm’s values and culture. Tailor your responses to align with their mission and demonstrate how you can contribute to their team. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their organisation.
✨Prepare Questions
Interviews are a two-way street, so come prepared with insightful questions. Ask about their approach to client referrals or how they support business development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.