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For Companies At a Glance
- Tasks: Help clients with investment, retirement, and tax planning while building your own portfolio.
- Company: Join a well-established firm known for its financial expertise and client-focused approach.
- Benefits: Enjoy uncapped income potential, remote work options, and private medical insurance.
- Why this job: Advance your career with training support and a collaborative team environment.
- Qualifications: Must have Level 4 Financial Advice qualification recognised by the FCA.
- Other info: Work in a supportive atmosphere with marketing and administrative assistance.
The predicted salary is between 38000 - 46000 £ per year.
£46,000 - £55,000 + Uncapped Income Potential + Benefits + Qualification Support and Training + Private Medical Insurance
Penrith
Are you looking to advance your financial advising career and work with an internationally recognised firm? Do you want uncapped earning potential while building your own client portfolio and business? This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.
You will have the opportunity to gain further financial qualifications through an internationally recognised training academy, as well as developing your own portfolio of clients. This role would suit someone with a successful track record in their existing career or business, with an ability to discuss, question, negotiate and advise.
The Role offers:
- Offices for advisers to use as a workplace, in addition to working remotely, and meeting rooms available for client meetings
- A marketing team to work with you on marketing strategies, client events, and social media
- Practice clients to assist you in building your portfolio
- Paraplanners who process retirement and investment planning and report writing
- Practice support staff to assist and handle administrative work, client correspondence, and arrange meetings, allowing you to spend more time face-to-face with clients
- Development and training to help you achieve your goals
The Person:
- Level 4 Financial Advice qualification, recognised by the Financial Conduct Authority (FCA)
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Financial Adviser (Financial Services)
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial services, especially in investment and retirement planning. Being knowledgeable about current market conditions and regulations will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your previous successes in client management and financial advising. Have specific examples ready that demonstrate your ability to build and maintain client relationships, as this is crucial for the role.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Highlight any additional qualifications or training you are pursuing, as this aligns with the company's commitment to supporting your growth in the financial sector.
We think you need these skills to ace Qualified Financial Adviser (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Financial Advice qualification and any relevant experience in financial advising. Emphasise your successful track record and skills in negotiation and client management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to work with an internationally recognised firm. Mention how you can contribute to their team and your eagerness to build a client portfolio.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as investment planning, retirement planning, and inheritance tax planning. Use specific examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Financial Advice qualification during the interview. This is crucial as it demonstrates your compliance with the Financial Conduct Authority (FCA) standards and shows that you are well-equipped for the role.
✨Demonstrate Your Client Management Skills
Be prepared to discuss your experience in managing client portfolios. Share specific examples of how you've successfully built relationships, negotiated terms, and provided valuable advice to clients in your previous roles.
✨Understand the Company's Services
Research the financial services offered by the company, such as investment planning and inheritance tax planning. Being knowledgeable about their offerings will allow you to ask insightful questions and show your genuine interest in the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving and advisory skills. Practice articulating how you would handle various client situations, as this will demonstrate your ability to think on your feet and provide sound financial advice.
