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- Tasks: Provide holistic financial advice and maintain client records in a supportive environment.
- Company: Join a successful wealth management firm focused on client satisfaction and high standards.
- Benefits: Enjoy a competitive salary, bonuses, and full support for your professional development.
- Why this job: Make a real impact on clients' financial futures while working from home.
- Qualifications: Must have RQF level 4 Diploma in Regulated Financial Planning and prior experience.
- Other info: This role offers a chance to grow in a dynamic and rewarding industry.
The predicted salary is between 44000 - 66000 £ per year.
Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support.
Role & Responsibilities:
- Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
- Provide fully holistic independent whole of market advice to customers.
- Analysis of clients’ circumstances and finances to establish suitable solutions for their differing needs.
- Ensure client outcomes adhere to company Advice Standards and Consumer Duty Policy.
- Providing clients with comprehensive verbal and documented recommendations in line with the company’s best practice.
- Ensure best practice and client outcomes.
- Ensure that records are kept appropriately in line with the company’s record keeping and file quality requirements.
- Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
Do you have the following to apply?
- RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
- Previous experience as a Financial Adviser.
- Ideally hold SPS Statement of Professional Standing by FCA accredited body.
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Independent Financial Advisor employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals to gain insights and referrals. Attend industry events or webinars where you can meet potential clients and learn about the latest trends in wealth management.
✨Tip Number 2
Showcase your expertise by creating informative content, such as blog posts or videos, that address common financial concerns. This not only demonstrates your knowledge but also helps build trust with potential clients.
✨Tip Number 3
Consider joining relevant professional associations or groups. Being part of these communities can enhance your credibility and provide access to valuable resources and networking opportunities.
✨Tip Number 4
Stay updated on regulatory changes and market trends. This will not only improve your advisory skills but also show potential employers that you are committed to maintaining high standards in your practice.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, focusing on your ability to provide holistic advice and maintain client records. Use specific examples that demonstrate your adherence to best practices and consumer duty policies.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client-centric financial advising. Mention your RQF level 4 Diploma and any relevant qualifications, such as your SPS Statement of Professional Standing, to show you meet the requirements.
Showcase Relevant Experience: When detailing your previous roles, emphasise your experience in analysing clients' circumstances and providing tailored financial solutions. Highlight any achievements or successful outcomes that align with the company's standards.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at LinkedIn
✨Know Your Financial Regulations
Make sure you are well-versed in the latest financial regulations and standards. This will not only show your expertise but also demonstrate your commitment to compliance, which is crucial for an Independent Financial Adviser.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to analyse a client's financial situation and provide tailored advice. Practise articulating your thought process clearly and logically, as this will showcase your analytical skills.
✨Demonstrate Client-Centric Approach
Highlight your experience in maintaining a client-centric approach. Be ready to discuss how you've previously prioritised client needs and ensured their satisfaction with your services, as this aligns with the company's values.
✨Showcase Continuous Professional Development
Be prepared to discuss your commitment to ongoing professional development. Mention any relevant courses or training you've undertaken, as this reflects your dedication to staying updated in the financial advisory field.
