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For Companies At a Glance
- Tasks: Provide expert financial advice on investments, pensions, and tax planning to clients.
- Company: Join a reputable Independent Financial Advisory firm in Sheffield with a strong client base.
- Benefits: Enjoy flexible hybrid working options and great benefits while managing an existing client bank.
- Why this job: This role offers a chance to make a real impact in clients' financial lives with a supportive team.
- Qualifications: Chartered Level 6/7 Qualification preferred; experienced Diploma qualified candidates are also welcome.
- Other info: Ideal for those looking to grow their career in a dynamic and rewarding environment.
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK – predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options
Employed Financial Adviser employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser
✨Tip Number 1
Make sure to highlight your experience in providing financial advice, especially in areas like pensions, investments, and tax planning. This will show that you understand the specific needs of clients in the Yorkshire area.
✨Tip Number 2
Network with other financial professionals in Sheffield and the surrounding areas. Building relationships can help you learn about potential opportunities and get referrals for clients.
✨Tip Number 3
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current events will demonstrate your commitment to providing the best advice to your clients.
✨Tip Number 4
Consider obtaining or working towards your Chartered Level 6/7 Qualification if you haven't already. This will not only enhance your credibility but also align you with the expectations of the role.
We think you need these skills to ace Employed Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience and qualifications relevant to the role of a Financial Adviser. Emphasize your Chartered Level 6/7 Qualification or Diploma, along with any specific expertise in pensions, investments, tax planning, and insurance products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to provide expert advice. Mention your experience with both individual and business clients, and how you can add value to their financial planning.
Highlight Client Management Skills: Since this role involves managing an existing client bank, be sure to include examples of your client management skills. Discuss how you've successfully built and maintained client relationships in the past.
Showcase Flexibility and Adaptability: Given the hybrid working model, mention your ability to work effectively in both telephone-based and face-to-face settings. Provide examples of how you've adapted to different working environments in your previous roles.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Qualifications
Make sure to highlight your Chartered Level 6/7 Qualification or your Diploma qualification. Be prepared to discuss how your education and experience have equipped you to provide expert financial advice.
✨Demonstrate Client-Centric Approach
Since the role involves managing an existing client bank, emphasize your experience in building and maintaining client relationships. Share specific examples of how you've successfully advised clients on pensions, investments, and tax planning.
✨Prepare for Hybrid Working Discussion
As the position offers loose hybrid working options, be ready to discuss your experience with both telephone-based and face-to-face advice. Highlight your adaptability and how you manage client interactions in different settings.
✨Research the Firm and Local Market
Familiarize yourself with the Independent Financial Advisory firm and its services. Understanding the Yorkshire market and any recent trends in financial advice will show your genuine interest and preparedness for the role.
