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- Tasks: Join a dynamic team as a Financial Advisor, focusing on client reviews and onboarding new clients.
- Company: Work with a leading independent Financial Planner known for its exceptional reputation.
- Benefits: Enjoy flexible working options and full paraplanning support to help you thrive.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to build your own client base.
- Qualifications: Must be a fully qualified Financial Advisor, ideally pursuing Chartered status with an existing client base.
- Other info: Office presence required at least 2 days a week in Tunbridge Wells.
The predicted salary is between 36000 - 60000 £ per year.
Our client, a leading independent Financial Planner is seeking a Financial Advisor to join them on a full-time, permanently employed basis.
Due to exciting growth our client is looking for a fully-qualified Financial Advisor to join them on a full-time basis, ideally bringing an existing client-base with you whilst building a strong bank of new clients, working closely with the team where you will be provided with full paraplanning support.
The ideal candidate will hold their Level 4 qualification and ideally be looking to work towards Chartered status.
Flexible working is available however you will be expected in the Tunbridge Wels office at least 2 days per week.
Key Responsibilities:
– Complete annual reviews of existing clients, ensuring suitability of ongoing advice is to a high standard
– Strong understanding of industry regulations and products, providing the best and most suitable advice where possible
– Onboarding new clients
– Build on your existing bank of clients
– Build a strong network of professionals in order to receive strong and effective referrals for new business
– Ensure all FCA guidelines and regulations are adhered to
Key Experience:
– Fully qualified Financial Advisor, ideally working towards or looking to work towards Chartered status
– Existing bank of income generating clients, keen to build on this whilst providing continuous advice to existing clients
– Used to networking, building external relationships in order to generate referrals
– Strong understanding of the financial market whilst ensuring knowledge of financial products is maintained at all times
– High level of accuracy and attention to detail at all times
– Confident working both independently whilst also receiving support from a paraplanning team
This is an excellent opportunity for a fully-qualified Financial Advisor to join a thriving business who are leaders within their with an exceptional reputation.
You will receive full paraplanning support leaving you to build your client bank and focus on advising.
CVs are being reviewed so please apply now for immediate consideration.
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Financial Advisor employer: James Frank Associates
Contact Detail:
James Frank Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer clients to you. Building a strong network is crucial for generating new business.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights and articles related to financial planning to establish yourself as a knowledgeable advisor in the field.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide excellent networking opportunities and can help you build relationships with other professionals who may refer clients to you.
✨Tip Number 4
Stay updated on industry regulations and financial products. This knowledge will not only enhance your credibility but also enable you to provide the best advice to your clients, making you a more attractive candidate for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 certification and any progress towards Chartered status. Emphasise your existing client base and relevant experience in financial advising.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial market and your ability to build client relationships. Mention your commitment to adhering to FCA guidelines and your experience with paraplanning support.
Highlight Networking Skills: In your application, emphasise your networking abilities and how you have successfully built professional relationships that generate referrals. This is crucial for the role, so provide specific examples.
Showcase Attention to Detail: Demonstrate your high level of accuracy and attention to detail in your application. This could be through examples of past work where these skills were essential, especially in client reviews and compliance with regulations.
How to prepare for a job interview at James Frank Associates
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any steps you’ve taken towards achieving Chartered status. This demonstrates your commitment to professional development and aligns with what the company is looking for.
✨Prepare for Client Scenarios
Be ready to discuss how you would handle various client situations, including onboarding new clients and conducting annual reviews. Use specific examples from your past experience to illustrate your approach and understanding of client needs.
✨Demonstrate Networking Skills
Since building a strong network is crucial for this role, prepare to talk about your experience in networking and generating referrals. Share any successful strategies you've used to build relationships with other professionals.
✨Understand Industry Regulations
Brush up on the latest FCA guidelines and industry regulations. Being able to discuss these confidently will show that you are knowledgeable and can provide suitable advice while adhering to compliance standards.
