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For Companies At a Glance
- Tasks: Provide expert financial advice and conduct thorough research for clients.
- Company: Join a reputable Ipswich firm with a strong presence in financial services.
- Benefits: Enjoy 25 days holiday, pension scheme, private medical insurance, and study support.
- Why this job: Be part of a dynamic team with opportunities for career growth and networking.
- Qualifications: Level 4 qualification in financial services and prior industry experience required.
- Other info: Stay updated with compliance and regulatory changes while enhancing your skills.
The predicted salary is between 36000 - 60000 £ per year.
Burton Green are happy to be working with an Ipswich town centre firm of Financial Advisers. It is an exciting time to join an established and reputable team with opportunities for career progression.
The ideal candidate will have a background in the financial services industry, level 4 qualification as a minimum, and the ability to demonstrate an in-depth knowledge of pensions and investments in order to competently provide financial advice to clients.
Key Duties:
- To provide financial advice to the client, analysing information gathered and undertaking sufficient research to make suitable recommendations.
- Maintaining appropriate levels of CPD as well as technical or legislative changes within the marketplace.
- Fully comply with the Compliance and Training and Competence Procedures of the firm as well as with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules and the Code of Practice for Approved Persons.
- Must have previous experience and detailed knowledge of FCA and be able to demonstrate a good understanding of the industries regulatory requirements ie., SMCR, MIFID, PROD, Consumer Duty.
- To be communicative, organised, self-disciplined and confidently pursue new avenues of work through networking events.
Benefits include:
- 25 days holiday
- Pension Scheme
- Life Insurance
- Private Medical Insurance
- Income Protection Scheme
- Study Leave & Exam Support
- CII Membership
Independent Financial Adviser in Ipswich employer: 365 Jobs
Contact Detail:
365 Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Ipswich
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Independent Financial Advisers. Attend local events or seminars in Ipswich to build connections and gain insights into the role.
✨Tip Number 2
Stay updated on the latest regulatory changes and industry trends. This will not only enhance your knowledge but also demonstrate your commitment to continuous professional development during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that showcase your ability to provide sound financial advice. Highlight your understanding of pensions and investments to impress potential employers.
✨Tip Number 4
Consider joining relevant professional associations or groups related to financial advising. This can help you gain credibility and may provide additional networking opportunities that could lead to job openings.
We think you need these skills to ace Independent Financial Adviser in Ipswich
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Independent Financial Adviser position. Familiarise yourself with key terms like CPD, FCA, SMCR, and MIFID to demonstrate your knowledge in your application.
Tailor Your CV: Customise your CV to highlight relevant experience in the financial services industry. Emphasise your level 4 qualification and any specific achievements related to pensions and investments that showcase your ability to provide sound financial advice.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also reflects your understanding of the firm's values and how you can contribute to their team. Mention your commitment to compliance and staying updated with industry regulations.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at 365 Jobs
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of pensions, investments, and the latest regulatory requirements. Be prepared to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Demonstrate Compliance Awareness
Familiarise yourself with the Financial Services and Markets Act 2000 and the FCA Principles. During the interview, highlight your understanding of compliance and how you have adhered to regulations in your previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to provide financial advice. Prepare to discuss how you would handle various client scenarios, showcasing your analytical skills and decision-making process.
✨Network and Communicate Effectively
Since networking is key in this role, be ready to talk about your networking experiences. Share how you've built relationships in the industry and how you plan to pursue new business opportunities.
