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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.
- Benefits: Enjoy 25 days annual leave, flexible benefits, and a company pension scheme.
- Why this job: Make a real impact in clients' lives with your financial expertise.
- Qualifications: Strong communication skills and commitment to professional development.
- Other info: Flexible work structures and clear pathways for career advancement.
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! Attend industry events, join local financial groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that Independent Financial Adviser role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes in financial advising. This could include case studies or testimonials from satisfied clients. It’s a great way to demonstrate your expertise and build trust with potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to appear. Reach out directly to firms you admire, like the one in Swaffham, and express your interest. A well-timed email can make all the difference!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you prepare for interviews and ace those tough questions. Plus, applying through us gives you a better chance of standing out in the crowd!
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 experience that match the Independent Financial Adviser role. Highlight your entrepreneurial spirit and any relevant qualifications, as we love seeing candidates who are committed to professional growth.
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 sure to mention your understanding of financial markets and your proactive approach.
Showcase Your Communication Skills: As an Independent Financial Adviser, strong communication is key. In your application, demonstrate your ability to present complex information clearly and effectively. We want to see how you engage with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. 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 prepared 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
Since the role requires a strong entrepreneurial approach, think of examples from your past where you've successfully developed client portfolios or generated new business opportunities. Share these stories to demonstrate your initiative and ability to grow a client base.
✨Prepare for Regulatory Questions
Familiarise yourself with the regulatory requirements relevant to financial advising. Be ready to discuss how you ensure compliance in your advice and client interactions. This will show that you take your responsibilities seriously and understand the importance of adhering to standards.
✨Engage with Their Values
Research the company's values and culture before the interview. Think about how your personal values align with theirs and be ready to discuss this connection. This will help you demonstrate that you're not just a fit for the role, but also for the organisation as a whole.
