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For Companies At a Glance
- Tasks: Provide expert financial advice and manage client portfolios.
- Company: Join a forward-thinking financial planning firm in Sheffield.
- Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
- Why this job: Advance your career in a supportive, client-focused environment that values integrity and excellence.
- Qualifications: Experience as a qualified IFA or Financial Advisor is essential.
- Other info: This role offers a chance to build strong client relationships and stay ahead in the financial market.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and qualified IFA / Financial Advisor, delivering high-quality advice and bespoke solutions to a diverse client base.
Key Responsibilities include:
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
- Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
In return they offer a competitive salary and benefits package, hybrid working options, and opportunities for professional development and career advancement within a supportive environment. This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA / Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as IFAs. Attend local finance-related events or seminars in Sheffield to make connections and learn about potential opportunities.
✨Tip Number 2
Stay updated on the latest financial products and market trends by subscribing to industry publications or joining relevant online forums. This knowledge will not only help you in interviews but also demonstrate your commitment to providing high-quality advice.
✨Tip Number 3
Prepare to discuss your approach to client relationship management. Think of examples where you've successfully built and maintained strong client relationships, as this is a key aspect of the role.
✨Tip Number 4
Familiarise yourself with the regulatory requirements and compliance standards in the financial advisory sector. Being knowledgeable about these aspects will show your potential employer that you take your responsibilities seriously.
We think you need these skills to ace IFA / Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in areas like pensions and investments. Use specific examples to demonstrate your expertise and client-centric approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build strong client relationships. Mention how your skills align with the company's values of integrity and professionalism.
Highlight Compliance Knowledge: Emphasise your understanding of regulatory requirements and compliance in your application. This is crucial for a role that involves maintaining accurate records and ensuring all advice aligns with legislation.
Showcase Business Development Skills: Include examples of how you've successfully expanded a client base in previous roles. Highlight any networking or referral strategies you've employed to attract new clients.
How to prepare for a job interview at Burton Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how you would tailor these solutions to meet individual client needs.
✨Demonstrate Client-Centric Approach
During the interview, highlight your experience in building strong client relationships. Share specific examples of how you've adapted financial plans based on client feedback or changing circumstances.
✨Stay Updated on Market Trends
Show that you are proactive about staying informed on the latest market developments and industry trends. This will demonstrate your commitment to providing innovative solutions and your ability to adapt to changes in the financial landscape.
✨Emphasise Compliance Knowledge
Discuss your understanding of regulatory requirements and compliance in financial advising. Be ready to explain how you ensure that your advice aligns with these standards while maintaining accurate documentation.
