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- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a supportive firm focused on independent financial advice and client growth.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and generous holiday allowances.
- Why this job: Make a real impact on clients' financial futures while enjoying a flexible work environment.
- Qualifications: Must have Level 4 Diploma in financial planning and 5+ years of advisory experience.
- Other info: Home-based role with opportunities for in-person client meetings and professional development.
The predicted salary is between 42000 - 63000 £ per year.
Our client is seeking an experienced Financial Advisor in Newbury to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.
They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.
You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Advisor Requirements- You should hold full Level 4 Diploma in financial planning or equivalent
- You should have 5+ years’ experience as a Financial Advisor (ideally with CAS status)
- You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
- You should have a client centric approach and have dedication to doing the right thing for clients
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications
- Potential to consider higher salary on case-by-case basis
- Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
- Home based role with travel to meet clients in person and use of their regional offices
- Self-employed option available, if you would prefer
Newbury
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK 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 in Newbury. Attend local business events, seminars, and workshops to meet potential clients and professional introducers who can refer you to new business opportunities.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and engage with your audience. Share valuable content related to financial planning, investment strategies, and client success stories to attract potential clients and build your personal brand.
✨Tip Number 3
Consider collaborating with local businesses or entrepreneurs to offer financial workshops or seminars. This not only positions you as an expert but also helps you connect with potential clients who may need your services.
✨Tip Number 4
Utilise the support from the in-house marketing team effectively. Discuss your target market and work together to create tailored marketing campaigns that resonate with your ideal clients, helping you to grow your client portfolio.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your client-centric approach and any proven track record in growing a client bank. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their needs, especially your ability to build long-term relationships and your proactive approach to business development.
Showcase Relevant Qualifications: Clearly state your Level 4 Diploma in financial planning or equivalent, along with any other relevant qualifications. Highlight your 5+ years of experience and any additional certifications that may set you apart.
Prepare for Interviews: If invited for an interview, be ready to discuss your strategies for client engagement and retention. Prepare examples of how you've successfully managed client portfolios and generated referrals in the past.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how this has positively impacted your previous roles.
✨Demonstrate Your Proactive Business Development Skills
Be prepared to discuss your strategies for growing a client bank. Highlight any successful methods you've used in the past, such as engaging with professional introducers or leveraging social media for lead generation.
✨Highlight Your Experience and Qualifications
Make sure to mention your Level 4 Diploma in financial planning and any relevant certifications. Discuss your 5+ years of experience as a Financial Advisor, focusing on your track record of success and any CAS status you may hold.
✨Prepare for In-Depth Financial Discussions
Expect to conduct a mock review or discuss financial strategies during the interview. Brush up on your knowledge of pensions, savings, and investments, and be ready to demonstrate how you would formulate appropriate financial strategies for different client scenarios.
