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- Tasks: Shadow Senior Financial Advisers and conduct client meetings to provide personalized financial advice.
- Company: Join a highly regarded IFA firm in vibrant Manchester, known for its growth and development opportunities.
- Benefits: Enjoy a competitive salary, bonuses, and full back office support to help you succeed.
- Why this job: Accelerate your career with expert training and a dynamic culture while making a real impact on clients' lives.
- Qualifications: Must have 1+ year as a qualified advisor and a full Diploma in Financial Planning.
- Other info: This is a permanent, full-time role with opportunities for rapid progression.
The predicted salary is between 30000 - 40000 £ per year.
Job Summary/Introduction:
Position: Advice Partner (Financial Advisor) (Must have qualifications)
Salary: £30,000 – £40,000 per annum + Bonuses
Location: Vibrant Manchester city centre offices
Working Hours: Monday to Friday
Contract Type: Permanent, full time
Description:
A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients (Pensions). The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
The Role:
By shadowing their Senior Financial Advisers, you will gain firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Financial Advisor to Senior Advice Partner is dependent on how quickly you can build a client bank to justify the transition. You’ll be fed warm leads to generate revenue and have full back office support, allowing you to focus on developing a bank of clients.
The Responsibilities:
- Conducting client meetings to gather financial information, assess goals, and provide personalised recommendations
- Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
- Researching investment opportunities and assisting in developing investment strategies tailored to clients’ needs and risk profiles
- Preparing financial plans and presentations for client meetings
- Responding to client inquiries and providing ongoing support to address their financial needs and concerns
- Staying informed about market trends, economic developments, and regulatory changes that may impact clients’ financial plans
- Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
- Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field
Job Requirements:
- You should have worked in Pensions and have strong knowledge
- 1+ year as a qualified advisor
- You should hold your full Diploma in Financial Planning or equivalent
- You should be proactive in networking and generating clients
If you’re interested in this job opportunity, apply online today!
About the job
Contract Type: FULL_TIME
Specialism: Accountancy & Finance
Workplace Type: On-site
Experience Level: Mid Management
Location: Manchester
Industry: Financial Services
Salary: £30,000 – £40,000 per annum
Job Reference: 7IHRZP-8E1C2EF3
Date posted: 16 January 2025
Consultant: Tom Halsall
Come join our global team of creative thinkers, problem solvers, and game changers. We offer accelerated career progression, a dynamic culture, and expert training.
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Advice Partner employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Partner
✨Tip Number 1
Network actively within the financial services community in Manchester. Attend local finance events, seminars, and workshops to meet potential clients and industry peers. Building relationships can lead to warm leads and referrals.
✨Tip Number 2
Stay updated on the latest trends in pensions and financial planning. Subscribe to relevant financial news outlets and join online forums to engage with other professionals. This knowledge will not only help you in client meetings but also demonstrate your expertise.
✨Tip Number 3
Consider shadowing experienced financial advisors before applying. This will give you insights into their daily operations and client interactions, helping you understand what skills to highlight during your application process.
✨Tip Number 4
Prepare to discuss your proactive approach to client generation during interviews. Have specific examples ready that showcase your networking efforts and any successful client acquisition strategies you've implemented in the past.
We think you need these skills to ace Advice Partner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Advice Partner position. Understand the responsibilities and requirements, especially the importance of having experience in Pensions and holding a Diploma in Financial Planning.
Tailor Your CV: Customize your CV to highlight relevant experience in financial advising, particularly in pensions. Emphasize any achievements or skills that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your proactive approach to networking and client generation. Mention how your qualifications and experience make you a great fit for the role.
Highlight Continuous Learning: In your application, emphasize your commitment to professional development and staying informed about market trends. Mention any relevant training or certifications that demonstrate your dedication to the financial advisory field.
How to prepare for a job interview at Robert Walters UK
✨Show Your Financial Knowledge
Make sure to brush up on your knowledge of pensions and financial planning. Be prepared to discuss specific strategies you've used in the past and how they can apply to potential clients.
✨Demonstrate Client-Centric Thinking
During the interview, emphasize your ability to understand and meet client needs. Share examples of how you've successfully built relationships and provided tailored advice in previous roles.
✨Highlight Your Networking Skills
Since generating clients is crucial for this role, be ready to talk about your networking strategies. Discuss how you plan to leverage warm leads and expand your client base effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
