At a Glance
- Tasks: Help clients with pensions and investments while building strong relationships.
- Company: Respected financial planning provider with a supportive environment.
- Benefits: Self-employed flexibility, full support to grow your client base.
- Other info: Great opportunity for career growth and independence.
- Why this job: Make a real difference in people's financial lives while being your own boss.
- Qualifications: QCA level 4 qualified or experienced adviser/paraplanner.
The predicted salary is between 50000 - 70000 £ per year.
Our client is a long standing and well-respected provider of financial planning, with offices in the South East and South West of England. They are currently recruiting a number of Independent Financial Advisers for their Devon and Ipswich offices. This is an excellent opportunity for a qualified adviser or QCA level 4 qualified paraplanner looking to move into a self‑employed role as full support to generate your own book of clients will be provided.
Role & Responsibilities
- Assisting customers with pension & investment products.
- Develop a positive relationship with all customers.
- Respond to customer enquiries & identify the customer's needs.
- Act in accordance with current regulatory procedures.
The role could suit an employed adviser looking to make the switch to the self‑employed market, an experienced self‑employed adviser with an existing client bank already or even a qualified paraplanner looking to step up into an advice role.
Requirements
The Ideal Person
- You are honest, ethical and always put the needs of your client's first.
- You will have the excellent ability to build rapport.
- You will have exceptional customer service skills.
- You will be proactive & able to use your initiative.
Independent Financial Adviser (Self-employed) in Honiton employer: Bond Recruitment
Our client is an esteemed provider of financial planning services, offering a supportive environment for Independent Financial Advisers in the picturesque locations of Devon and Ipswich. With a strong emphasis on ethical practices and exceptional customer service, employees benefit from comprehensive support to build their own client base, fostering both personal and professional growth in a collaborative work culture that values integrity and initiative.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser (Self-employed) in Honiton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's blog posts, videos, or social media updates, let potential clients see what you can offer them.
✨Tip Number 3
Be proactive in reaching out to potential clients. Don't wait for them to come to you; send personalised messages or emails to introduce yourself and explain how you can help them with their financial needs.
✨Tip Number 4
Apply through our website! We make it easy for you to find the right opportunities. Plus, we’re here to support you every step of the way as you build your own book of clients.
We think you need these skills to ace Independent Financial Adviser (Self-employed) in Honiton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Independent Financial Adviser role. Highlight your qualifications, especially if you're QCA level 4 or have relevant experience in financial planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this self-employed role. Share your passion for helping clients and how you can build strong relationships with them.
Showcase Your Customer Service Skills:Since exceptional customer service is key, provide examples of how you've gone above and beyond for clients in the past. This will show us that you truly put clients' needs first.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment products. Being able to discuss these confidently will show that you're serious about the role and understand what it entails.
✨Build Rapport
Since this role is all about developing positive relationships with clients, practice your rapport-building skills. Think of examples from your past experiences where you've successfully connected with clients or colleagues.
✨Show Your Ethical Side
This company values honesty and ethics highly. Be prepared to discuss how you prioritise your clients' needs and any situations where you've had to make tough ethical decisions in your previous roles.
✨Be Proactive
Demonstrate your proactive nature by sharing instances where you've taken the initiative in your work. Whether it's identifying a client's needs before they do or suggesting improvements in processes, showing this quality can set you apart.
