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- Tasks: Provide expert financial advice and support clients in achieving their financial goals.
- Company: Leading Chartered Independent Financial Adviser firm with a supportive culture.
- Benefits: Flexible hybrid working, professional development, and a rewarding career path.
- Why this job: Join a successful team and make a real difference in clients' financial lives.
- Qualifications: Diploma/Chartered qualified Adviser with strong relationship management skills.
- Other info: Ambitious individuals will thrive in this collaborative and client-focused environment.
The predicted salary is between 36000 - 60000 £ per year.
Bond Recruitment is working exclusively with a leading North West based Chartered Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice in Chester.
This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and flexible when it comes to hybrid working. The practice is committed to providing new and existing clients with exceptional service, and your role will include providing advice to clients in the following areas:
- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.
As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.
Independent Financial Adviser in Chester employer: Bond Recruitment Ltd
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Chester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only highlights your knowledge but also makes you stand out to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss your past achievements and how they align with the firm's goals. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Independent Financial Adviser in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your achievements in financial services and any relevant qualifications, like your Diploma or Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial advising. Share specific examples of how you've provided exceptional service to clients and how you can contribute to our supportive practice.
Showcase Your Relationship Management Skills: Since this role is all about client relationships, make sure to emphasise your experience in managing client interactions. We want to see how you've built trust and delivered results in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially in areas like investment strategies, cashflow planning, and pension advice. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely passionate about the role.
✨Showcase Your Achievements
Prepare to talk about your past successes in providing high-quality advice and service. Have specific examples ready that highlight your relationship management skills and how you've helped clients achieve their financial goals.
✨Emphasise Collaboration
Since this role values a collaborative approach, be ready to discuss how you've worked with other professionals in legal, tax, or accountancy fields. Highlighting your ability to build strong relationships will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and professional development opportunities. This shows your interest in the company and helps you gauge if it's the right fit for your long-term career aspirations.
