Financial Adviser
Stellenbeschreibung
Texte original importé depuis Reed
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships.
Key Responsibilities:
- Provide tailored financial advice across investments, pensions, tax planning, inheritance, and protection
- Conduct regular client reviews and ensure ongoing suitability of advice
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and client meetings
- Ensure all client activity is compliant and accurately recorded on CRM systems
- Stay up to date with regulatory and industry changes
- Work closely with internal teams to deliver a high standard of service
Requirements:
- Level 4 Diploma in Financial Advice (essential)
- Minimum 3 years’ experience as a Financial Adviser
- Strong knowledge across key financial planning areas (excluding mortgages)
- Experience using cashflow modelling tools
- Excellent communication and interpersonal skills
- High level of professionalism, integrity, and client focus
Key Skills:
- Strong relationship-building ability
- Self-motivated and target-driven
- Organised with good attention to detail
- Adaptable and resilient
- Additional Information
- No direct management responsibilities
- Ongoing training and professional development provided
Flexible / Office-based)
£50,000 – £80,000 + Bonus (DOE)
Full-time | Permanent
How to Apply:
To apply, please submit your CV to Sam at Artemis Recruitment quoting Financial Adviser in the subject line.
Extrahierte Schlüsselkompetenzen
Unsere KI hat die Stelle analysiert, um die erwarteten Kompetenzen zu identifizieren.
Unsere Tipps für Ihre Bewerbung
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your Personal Statement with your Level 4 Diploma in Financial Advice, as the advert lists it as the sole essential qualification — place it in the first two lines.
📊 Quantify your client portfolio: e.g. 'Managed 120 active client relationships, generating £180k in new business revenue over 12 months' to directly address the business development requirement.
🎯 Name the specific cashflow modelling tool you use (e.g. Truth, Voyant, or CashCalc) in your Skills section, as the advert explicitly requires experience with these tools.
🌐 Include a compliance sub-section in your work history noting how you recorded client activity on CRM systems and maintained FCA suitability standards, mirroring the advert's compliance emphasis.
🤝 Highlight referral-led business wins in your bullet points — e.g. '65% of new clients sourced through referrals' — as the advert specifically calls out networking and referrals as a core business generation method.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed a portfolio of 115 active clients across pension, investment, and inheritance tax planning, achieving 97% annual review completion rate within FCA suitability guidelines.
- •Generated £220k in new business revenue over 12 months, with 58% sourced through client referrals and professional networking events.
- •Implemented Voyant cashflow modelling across all new client onboardings, reducing average financial plan preparation time by 30% and improving client engagement scores in annual surveys.
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Aperçu — adapté à Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's Financial Adviser role is precisely aligned with the work I do best — delivering compliant, tailored financial planning across pensions, investments, tax, and protection. Holding the Level 4 Diploma in Financial Advice and with over four years of client-facing advisory experience, I have a strong track record of conducting thorough suitability assessments and maintaining accurate CRM records in line with FCA requirements.
My background in financial planning includes managing a portfolio of over 100 active clients, conducting annual reviews, and using cashflow modelling tools such as Voyant to illustrate long-term financial scenarios. I have consistently grown my client bank through referrals, with approximately 60% of new business originating from existing client recommendations — demonstrating the strength of the relationships I build.
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Wahrscheinliche Interviewfragen
10 questions générées à partir de cette offre.
Technische
- ›Which cashflow modelling tools have you used, and how do you apply them in a client review meeting?
- ›How do you ensure ongoing suitability of advice following regulatory changes such as Consumer Duty?
- ›Walk me through your process for constructing a financial plan covering pensions, investments, and inheritance tax for a new client.
- ›How do you record and evidence client activity on a CRM system to satisfy FCA compliance requirements?
- ›What is your approach to staying current with changes in pension legislation and tax planning rules?
Verhaltensbezogene
- ›Tell me about a time you identified a gap in a client's financial plan that they had not considered — how did you handle it?
- ›Describe a situation where you had to rebuild trust with a client who was dissatisfied with their advice or portfolio performance.
- ›Give an example of how you have generated new business through referrals or networking in a previous role.
- ›Tell me about a time you had to adapt your advice approach due to a significant regulatory or market change.
- ›Describe how you manage a large client bank while ensuring every client receives a timely and thorough annual review.
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Give an example of how you have generated new business through referrals or networking in a previous role.
Tell me about a time you had to adapt your advice approach due to a significant regulatory or market change.