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- Tasks: Provide personal financial advice to clients via video and phone.
- Company: Join a highly regarded Financial Planning practice in Brighton and Hove.
- Benefits: Enjoy a competitive salary, bonuses, and full back office support.
- Why this job: Be part of an ambitious growth plan with opportunities for career advancement.
- Qualifications: Must hold Diploma level 4 and have Competent Advisor Status.
- Other info: Warm leads and a supportive team make this role stand out.
The predicted salary is between 33000 - 77000 £ per year.
A highly regarded Financial Planning practice is looking to add to their Financial Advice team. Due to exciting growth plans for 2025, they are looking for a Financial Advisor to join the office in Hove.
The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be via existing relationships, introducers and warm leads.
Key duties include:
- Providing regulated advice across a broad product range including investments and pensions
- Giving clear, concise and ethical advice to new and existing clients
- Developing new avenues of business via first class service and client outcomes
- Ensuring sufficient client information is gathered prior to researching and presenting the best possible options
- Ensuring all supporting documents are maintained
- Making sure Statement of Professional Standing (SPS) is held at all times
- Upholding the values and ethics of the organisation
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status and be able to demonstrate experience and success in a previous/current regulated advice role.
Joining the organisation at this time would be an excellent career opportunity as the company has ambitious yet achievable plans for growth over the coming years, and the Desk Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration and influence in the coming years. An extremely supportive team, full back office support and genuinely warm business leads make this an excellent opportunity for the right applicant.
So if you match the above criteria, can travel into the Hove area, and a position as an Independent Financial Advisor is of interest, then please apply for a confidential conversation.
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (,, United Kingdom)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisors. Attend local finance-related events or webinars to make connections and learn about potential opportunities.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial advising. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that involves providing regulated advice.
✨Tip Number 3
Prepare to discuss your previous successes in client management and how you’ve developed business relationships. Be ready to share specific examples of how you've provided excellent service and achieved positive outcomes for clients.
✨Tip Number 4
Research the company’s values and ethics thoroughly. Be prepared to articulate how your personal values align with theirs during any discussions, as this will show that you are a good cultural fit for their team.
We think you need these skills to ace Independent Financial Advisor (,, United Kingdom)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Independent Financial Advisor position. Tailor your application to highlight how your skills and experience align with the job description.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Diploma level 4 and Competent Advisor Status. Provide specific examples of your experience in regulated advice roles to demonstrate your capability.
Showcase Your Client Management Skills: Emphasise your ability to provide clear, concise, and ethical advice. Include examples of how you've successfully developed client relationships and achieved positive outcomes in previous roles.
Craft a Compelling Cover Letter: Write a tailored cover letter that reflects your enthusiasm for the role and the company. Mention your understanding of their growth plans and how you can contribute to their success as an Independent Financial Advisor.
How to prepare for a job interview at Placed
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products you'll be advising on, such as investments and pensions. Be prepared to discuss how these products can benefit clients and demonstrate your expertise during the interview.
✨Showcase Your Client Relationship Skills
Since the role involves working with existing relationships and warm leads, highlight your experience in building and maintaining client relationships. Share specific examples of how you've provided excellent service and achieved positive outcomes for clients.
✨Prepare for Ethical Scenarios
Given the importance of ethical advice in this role, be ready to discuss how you handle ethical dilemmas. Think of examples from your past experience where you prioritised client interests and adhered to regulatory standards.
✨Demonstrate Your Growth Mindset
The company is looking for someone who can contribute to their ambitious growth plans. Be prepared to discuss how you can help develop new business avenues and what strategies you would implement to achieve this, showcasing your proactive approach.
