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- Tasks: Help clients achieve their financial goals with tailored strategies and excellent support.
- Company: Join a respected IFA firm known for its success and client-focused approach.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Why this job: This role offers growth opportunities, a supportive culture, and a chance to make a real impact.
- Qualifications: You need a Level 4 Diploma and CAS status; experience is a plus but not mandatory.
- Other info: Home-based with travel options; self-employed route available if preferred.
The predicted salary is between 40000 - 60000 £ per year.
Are you an experienced Financial Advisor, seeking an employed job, based from home with quality leads and existing clients provided covering Plymouth? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your clients' current and future goals and design easy to understand strategies matching their objectives.
Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.
You will deliver advice to clients through a mixture of in-person at the clients' home or business premises, virtually by Microsoft Teams or in one of the company's regional offices.
Financial Advisor Requirements- You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
- You should have a proven, demonstrable track record in being able to convert business opportunities.
- Individuals close to Chartered status would be preferred.
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.
Training and DevelopmentTheir Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE.
- Home based role with travel to meet clients in person and use of their regional offices if preferred.
- Self-employed option available, if you would prefer.
Plymouth
Financial Advisor in Plymouth employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Plymouth
✨Tip Number 1
Network with other financial professionals in Plymouth. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships in the industry can lead to referrals and insights about the job market.
✨Tip Number 2
Utilise social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial advice, which can help you establish credibility and attract attention from the firm you're interested in.
✨Tip Number 3
Research the IFA firm thoroughly before applying. Understand their client base, values, and recent achievements. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest during any discussions.
✨Tip Number 4
Prepare for potential interviews by practising common financial advisory scenarios. Be ready to discuss how you would handle client relationships and convert business opportunities, as this is a key aspect of the role.
We think you need these skills to ace Financial Advisor in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and CAS status prominently. Include specific examples of your track record in converting business opportunities, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention how your experience aligns with their client-focused approach and your ability to build relationships through networking and referrals.
Showcase Relevant Experience: When detailing your work history, focus on roles where you provided financial advice and managed client portfolios. Highlight any training or development you've undertaken that relates to becoming a Chartered Financial Planner.
Prepare for Interviews: If invited for an interview, be ready to discuss your strategies for understanding client goals and how you would utilise the leads provided by the company. Prepare questions about their support systems and training opportunities to show your interest.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and CAS status during the interview. Discuss how your qualifications have prepared you to understand and meet clients' financial goals effectively.
✨Demonstrate Your Track Record
Be ready to share specific examples of how you've successfully converted business opportunities in the past. This will help illustrate your ability to drive results and build a client portfolio.
✨Emphasise Client-Centric Approach
Discuss your approach to understanding clients' needs and how you tailor strategies to match their objectives. This is crucial for a Financial Advisor role, so be prepared with examples of how you've done this before.
✨Prepare for Virtual and In-Person Scenarios
Since the role involves both virtual meetings and in-person consultations, practice discussing how you adapt your communication style for different settings. This will show your versatility and readiness for the job.
