Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial advice and help clients achieve their financial goals.
- Company: Leading wealth management firm redefining financial advice since 2016.
- Benefits: Competitive salary, bonus structure, and full training support.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Diploma qualified with strong relationship management skills.
- Other info: Great career growth opportunities in a dynamic environment.
The predicted salary is between 40000 - 50000 £ per year.
Overview
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions. They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire. The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company. You will have the opportunity to be part of a team delivering truly great financial planning advice to their varied range of clients, working closely with all the financial planners and paraplanners. This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service.
Key responsibilities
- 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
- Ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting the relationship with professional partners across legal, tax, probate and accountancy disciplines
Requirements
- Exceptional relationship management skills and a technically strong Diploma qualified Adviser
- Ambitious and focused individual with a passion for financial services and a long-term career orientation
- Proven track record of achievement demonstrating commitment to providing high-quality advice and service to clients
- Collaborative approach with client-focused and results-orientated business interactions
- Experience in providing holistic financial advice to personal clients
Independent Financial Adviser in Knutsford employer: Bond Recruitment
Contact Detail:
Bond Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Knutsford
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend local events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors that job applications alone can't.
✨Showcase Your Expertise
When you get the chance to meet potential employers, make sure to highlight your skills and experiences. Prepare a few success stories that demonstrate your relationship management skills and your ability to provide high-quality advice. This will help you stand out as a candidate who truly understands the role.
✨Follow Up After Interviews
After an interview, don’t just sit back and wait. Send a quick thank-you email to express your appreciation for the opportunity and reiterate your enthusiasm for the role. This small gesture can leave a lasting impression and show that you're genuinely interested in joining their team.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance of landing that Independent Financial Adviser role. It shows initiative and gives us a clear view of your interest in being part of our mission to redefine wealth management.
We think you need these skills to ace Independent Financial Adviser in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience in investment and portfolio construction, as well as any relevant qualifications. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial services and your commitment to providing exceptional client service. We love seeing candidates who can tell their story and connect their experiences to our mission.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Whether it's successful client outcomes or innovative solutions you've provided, we want to know how you've made a difference in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Bond Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies, pension planning, and tax regulations. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely passionate about the field.
✨Showcase Your Relationship Skills
As an Independent Financial Adviser, relationship management is key. Prepare examples of how you've built strong client relationships in the past. Think about specific situations where your interpersonal skills made a difference in client satisfaction or retention.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Practice articulating how you would handle various client situations, such as dealing with a difficult client or creating a tailored financial plan for a unique set of circumstances.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that demonstrate your interest in the company and its culture. Inquire about their approach to client service or how they support ongoing professional development. This shows that you’re not just looking for any job, but are genuinely interested in being part of their team.
