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- Tasks: Develop and expand a client portfolio while providing tailored financial advice.
- Company: Join one of the UK's largest Chartered Financial Planning firms in Kings Lynn.
- Benefits: Enjoy 25 days annual leave, flexible benefits, and a company pension scheme.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a commitment to professional development.
- Other info: Flexible work structures and excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Kings Lynn. This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement.
Key Responsibilities
- Demonstrating a strong entrepreneurial approach and proactively developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations.
- Providing ongoing financial advice in accordance with all regulatory requirements.
- Conducting thorough research and analysis to identify suitable financial solutions aligned with clients' needs.
- Gathering, evaluating, and documenting all necessary information to deliver advice in accordance with organisational standards.
- Generating new business opportunities through referrals and professional networks.
- Collaborating effectively with colleagues to uphold the organisation's values, standards, and culture.
- Engaging fully with the development support provided to enhance professional knowledge and capability.
- Benefiting from flexible employment structures designed to accommodate individual professional and personal circumstances.
Skills & Attributes
- Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
- Strong presentation and communication skills.
- Comprehensive understanding of financial markets and products.
- Ability to assess and interpret the needs and objectives of clients.
- Capacity to cultivate strategic relationships within the industry.
- Proactive mindset with demonstrable initiative.
Benefits
- Company pension scheme
- Death in service benefit
- 25 days' annual leave
- Flexible benefits package
- Additional day of leave on birthdays
- Option to purchase additional annual leave
- Enhanced family-friendly policies
- Cycle-to-work scheme
INDEPENDENT FINANCIAL ADVISER - KINGS LYNN employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land INDEPENDENT FINANCIAL ADVISER - KINGS LYNN
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, and don’t be shy about reaching out to potential mentors. Building relationships can lead to referrals and job opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media or write articles that demonstrate your understanding of the market. This not only boosts your visibility but also positions you as a go-to expert in your field.
✨Prepare for Informal Chats
Don’t wait for formal interviews to make an impression. Reach out for informal coffee chats with industry professionals. These conversations can provide valuable insights and might just lead to job offers down the line. Plus, it’s a great way to learn more about the company culture!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows your enthusiasm and makes it easier for us to track your application. Plus, we love seeing candidates who take the initiative to engage with us directly!
We think you need these skills to ace INDEPENDENT FINANCIAL ADVISER - KINGS LYNN
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your entrepreneurial spirit and any relevant qualifications to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our team in Kings Lynn. Be genuine and let your personality come through.
Showcase Your Research Skills: In your application, demonstrate your ability to conduct thorough research and analysis. Mention any specific financial solutions you've worked with or developed, as this will resonate with our focus on tailored advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial markets and products. Be ready to discuss recent trends and how they might impact clients. This shows that you're not just knowledgeable but also proactive in staying updated.
✨Showcase Your Entrepreneurial Spirit
Prepare examples of how you've developed client portfolios or generated new business opportunities in the past. Highlighting your entrepreneurial approach will resonate well with the firm's values and demonstrate your fit for the role.
✨Practice Your Presentation Skills
Since strong communication is key, practice explaining complex financial concepts in simple terms. You might even want to do a mock presentation to a friend or family member to get comfortable with your delivery.
✨Engage with Their Values
Research the company's culture and values before the interview. Be prepared to discuss how you can contribute to their collaborative environment and uphold their standards. This will show that you're not just looking for a job, but a place where you can grow and align with their mission.
