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- Tasks: Provide strategic financial advice and develop comprehensive plans for clients.
- Company: Leading independent financial advisory firm in Manchester City Centre.
- Benefits: Supportive team, career growth, and a chance to make a real difference.
- Other info: Dynamic environment with opportunities for professional development.
- Why this job: Join a respected firm and help clients achieve their financial goals.
- Qualifications: G60 qualified with Level 4 Diploma and 3 years in financial advisory.
The predicted salary is between 40000 - 50000 £ per year.
Leads provided. We are recruiting for an employed G60 qualified IFA for a leading independent financial advisory firm in Manchester City Centre. They have a full team of back office staff responsible for adviser support, research and paraplanning. You will hold the G60 qualification and Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role.
The key elements of the role are listed below:
- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
If you are G60 qualified and looking to work with a well respected Manchester financial advisory brand then please apply today.
Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.
Pension Transfer Specialist in Salford employer: Asset Recruit
Contact Detail:
Asset Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Transfer Specialist in Salford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who might know about opportunities at firms like the one in Manchester. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of current financial products and legislation. We all know that confidence is key, so being well-informed will help you impress potential employers and show them you're the right fit for their team.
✨Tip Number 3
Don’t just apply and wait! Follow up on your applications after a week or so. A quick email to express your continued interest can keep you on their radar and show that you’re genuinely keen on the role.
✨Tip Number 4
Make sure to apply through our website for the best chance at landing that Pension Transfer Specialist role. We’ve got all the latest opportunities listed there, and it’s the quickest way to get your application in front of the right people!
We think you need these skills to ace Pension Transfer Specialist in Salford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension Transfer Specialist role. Highlight your G60 qualification and relevant experience in financial advisory. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Knowledge: In your application, demonstrate your understanding of current financial products and legislation. We’re looking for someone who stays updated with industry developments, so let us know how you keep your knowledge fresh!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you can check out other opportunities while you’re there!
How to prepare for a job interview at Asset Recruit
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning. Be ready to discuss recent changes in legislation and how they might affect clients. This shows that you're not just qualified but also genuinely interested in the field.
✨Client-Centric Approach
Prepare to demonstrate how you assess clients' financial circumstances and tailor your advice accordingly. Think of examples where you've successfully built relationships with clients and helped them achieve their financial goals.
✨Stay Current
Research the latest industry developments and be prepared to discuss them. This could include new financial products or market trends. Showing that you keep up-to-date will impress your interviewers and highlight your commitment to professional growth.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor. Focus on articulating your experience and qualifications clearly. The more comfortable you are discussing your background and skills, the more confident you'll appear during the actual interview.