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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 Swaffham.
- Benefits: Enjoy a competitive salary, flexible benefits, and 25 days annual leave.
- 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 Swaffham. 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 - SWAFFHAM 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 - SWAFFHAM
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and professionals in the industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream job!
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes and how you've helped clients achieve their financial goals. This will not only impress potential employers but also give them a clear picture of what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock interviews with friends or family. Focus on articulating your experience and how it aligns with the role of an Independent Financial Adviser. Confidence is key, so get comfortable talking about your achievements!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of standing out from the crowd. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace INDEPENDENT FINANCIAL ADVISER - SWAFFHAM
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with 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. 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 in the past to give us a taste of your expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that the firm offers. Brush up on retirement planning, investment management, and wealth management strategies. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Demonstrate Your Entrepreneurial Spirit
Since the role requires a proactive approach to developing a client portfolio, be prepared to share examples of how you've successfully built relationships or generated new business in the past. Highlight your initiative and any creative strategies you've used to attract clients.
✨Research the Company Culture
Familiarise yourself with the firm's values and culture. Understanding their commitment to professional development and client service will allow you to tailor your responses and demonstrate how you align with their mission. It’s all about showing that you’re a good fit for their team!
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s growth plans, support for professional qualifications, and how they foster collaboration among colleagues. This shows you're engaged and serious about your potential future with them.
