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For Companies At a Glance
- Tasks: Help clients manage their finances and provide expert advice remotely.
- Company: Join a well-established Chartered IFA firm with a national presence.
- Benefits: Enjoy a competitive salary, bonus package, and full admin support.
- Why this job: This role offers a chance to grow your career in finance without needing to bring clients.
- Qualifications: Must be a qualified and experienced Financial Adviser.
- Other info: Work primarily from home with flexible communication via phone and Teams.
The predicted salary is between 36000 - 60000 £ per year.
Our client is a successful and well established Chartered IFA firm with a National presence and they are currently looking for an employed IFA based in the Harrogate office. This role is office based with the majority of your business being done from Phone and Teams. You will have full Admin and Paraplanning support.
We are looking for a competent and experienced Financial Adviser. We are seeking a qualified and experienced adviser but there is no need for you to bring clients with you as this role comes with all leads and clients.
Base salary is £45,000 - £55,000 plus benefits and a good bonus package. For more details, call Jason at Astral.
Contact Detail:
Astral Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed IFA, Existing Clients and Leads flow REMOTE
✨Tip Number 1
Familiarise yourself with the specific services and products offered by the Chartered IFA firm. Understanding their unique selling points will help you articulate how your experience aligns with their offerings during interviews.
✨Tip Number 2
Network with current or former employees of the firm to gain insights into the company culture and expectations. This can provide you with valuable information that can be used to tailor your approach in interviews.
✨Tip Number 3
Prepare to discuss your previous client interactions and how you've successfully managed client relationships. Highlighting your experience in this area will demonstrate your capability as a Financial Adviser.
✨Tip Number 4
Be ready to showcase your knowledge of compliance and regulatory requirements in the financial advisory sector. This is crucial for building trust with clients and ensuring the firm's reputation remains intact.
We think you need these skills to ace Employed IFA, Existing Clients and Leads flow REMOTE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser. Focus on relevant qualifications, skills, and any previous roles that demonstrate your competence in financial advising.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with existing clients and how you can contribute to the firm's success. Be sure to express your enthusiasm for the role and the company.
Highlight Your Communication Skills: Since the role involves working primarily over the phone and via Teams, emphasise your strong communication skills in both your CV and cover letter. Provide examples of how you've successfully communicated with clients in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Astral Recruitment
✨Know Your Financial Knowledge
Brush up on your financial advisory skills and knowledge. Be prepared to discuss various financial products, regulations, and market trends that are relevant to the role. This will show your competence and confidence in the field.
✨Understand the Company Culture
Research the Chartered IFA firm and understand its values, mission, and client approach. Tailor your answers to reflect how you align with their culture and how you can contribute positively to their team.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and client management skills. Prepare examples from your past experiences where you successfully handled client needs or resolved issues, showcasing your expertise.
✨Highlight Your Support Needs
Since the role offers full admin and paraplanning support, discuss how you plan to leverage this support to enhance your productivity and client service. This shows that you are strategic and focused on delivering results.
