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Employed Financial Adviser UK Wide
How your CV stacks up
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ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?
If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Responsibilities
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Client provided
- Salary range £40,000 to £50,000
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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