Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team as a Financial Adviser, managing and growing a diverse client base.
- Company: Be part of a forward-thinking consultancy disrupting the Financial Planning space in North London.
- Benefits: Enjoy a competitive salary, commission scheme, remote Fridays, and private medical insurance.
- Why this job: Contribute your ideas in a supportive environment with strong growth potential and networking opportunities.
- Qualifications: Must be a qualified Financial Adviser with CAS status and proven business development skills.
- Other info: Clients provided from day one, with plenty of leads and referrals to boost your success.
The predicted salary is between 42000 - 77000 £ per year.
We are working with a North London based multi-disciplinary consultancy firm who are looking to recruit an experienced Financial Adviser to work alongside their Head of Division in the Wealth Management department. You will be working with a forward-thinking company who are looking to disrupt the Financial Planning space, in an environment you can bring ideas and help grow the division.
They are a vertically integrated business consultancy operation, with Accountants, Solicitors and other professional services attached to their business. You will benefit from clients provided from day one, and leads and referrals shared between the divisions. The financial planning arm of the business has gone from strength to strength, and after focusing on improving their back-office infrastructure are now well established and looking for someone to manage and grow the client base.
You will benefit from:
- Full admin and paraplanning support
- Existing client base from the start, Hertfordshire & North London based
- Lots of referrals and leads from the other divisions in the business, including HNW clients from tax business
- Well established internal marketing and networking events
Highlights of the benefits package:
- Basic salary of up to 55,000 plus commission scheme
- 24 days annual leave + extra day for your birthday
- Bonus scheme
- Private medical insurance
- Fridays working from home
Requirements:
- They are seeking a qualified Financial Adviser with CAS status
- Proven track record of providing compliant and high quality advice on a full range of products
- Strong business development skills and motivation to win new clients and grow the division
- Clients brought over are not essential but would be welcomed
If you are interested in a confidential chat, please get in touch.
Financial Adviser employer: www.topfinancialjobs.co.uk - Jobboard
Contact Detail:
www.topfinancialjobs.co.uk - Jobboard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those connected to wealth management. Attend local events or seminars where you can meet potential colleagues and clients, as this will help you establish valuable connections that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of high-net-worth clients in the Hertfordshire and North London areas. Understanding the local market will enable you to tailor your approach and demonstrate your expertise during interviews.
✨Tip Number 3
Showcase your business development skills by preparing examples of how you've successfully grown client bases in previous roles. Be ready to discuss strategies you've implemented to attract new clients and retain existing ones.
✨Tip Number 4
Research the consultancy firm thoroughly, including their values, culture, and recent developments. This knowledge will allow you to align your responses during discussions and demonstrate your genuine interest in contributing to their growth.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Financial Adviser, particularly your CAS status and any relevant experience in wealth management. Emphasise your business development skills and any successful client relationships you've built.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to contribute to a forward-thinking consultancy. Mention specific examples of how you've successfully grown client bases or improved services in previous roles.
Highlight Relevant Experience: In your application, focus on your proven track record of providing compliant and high-quality advice across a range of financial products. Use metrics or specific achievements to demonstrate your impact in previous positions.
Showcase Your Networking Skills: Since the role involves working with referrals and leads from other divisions, mention any networking events or marketing strategies you've successfully implemented in the past. This will show your ability to leverage existing resources to grow the client base.
How to prepare for a job interview at www.topfinancialjobs.co.uk - Jobboard
✨Showcase Your Expertise
As a Financial Adviser, it's crucial to demonstrate your knowledge of financial products and compliance. Prepare to discuss specific cases where you've provided high-quality advice and how you navigated complex client situations.
✨Highlight Business Development Skills
This role requires strong business development skills. Be ready to share examples of how you've successfully attracted new clients in the past and your strategies for growing a client base, especially in a competitive market.
✨Understand the Company’s Vision
Research the consultancy firm and understand their approach to disrupting the Financial Planning space. Be prepared to discuss how your ideas can align with their vision and contribute to the growth of the Wealth Management department.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about their internal marketing events, referral processes, and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
