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- Tasks: Provide expert financial advice and manage client portfolios with tailored strategies.
- Company: Join a forward-thinking financial planning firm in Sheffield, known for its integrity and excellence.
- Benefits: Enjoy a competitive salary, hybrid working options, and opportunities for personal development.
- Why this job: Advance your career in a collaborative environment focused on client success and innovative solutions.
- Qualifications: Experience as a Financial Advisor with strong knowledge of financial products and compliance.
- Other info: Ideal for those looking to build lasting client relationships and expand their professional network.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced Financial Advisor, to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients.
Key Responsibilities include:
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
- Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
In return they offer:
- Competitive salary and benefits package
- Hybrid working options
- Opportunities for professional and personal development and career advancement within a supportive environment
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
IFA / Financial Advisor employer: Burton Recruitment
Contact Detail:
Burton Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA / Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisors and potential clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Subscribe to industry newsletters or follow relevant blogs and social media accounts. This knowledge will not only help you in interviews but also demonstrate your commitment to providing high-quality advice.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial advising. Focus on scenarios where you've successfully managed client relationships or developed tailored financial plans. This will showcase your expertise and client-centric approach.
✨Tip Number 4
Research the firm thoroughly before applying. Understand their values, client base, and any recent news. Tailoring your conversation to align with their mission during networking or interviews can significantly enhance your chances of landing the job.
We think you need these skills to ace IFA / Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with HNW and UHNW clients. Use specific examples of how you've provided tailored financial advice and managed client portfolios.
Craft a Compelling Cover Letter: In your cover letter, emphasise your client-centric approach and ability to build strong relationships. Mention your knowledge of compliance and market trends, as these are crucial for the role.
Showcase Your Qualifications: Include any relevant certifications or qualifications that demonstrate your expertise in financial planning. This could include CFP, CFA, or other industry-recognised credentials.
Highlight Business Development Skills: Discuss your experience in business development, such as how you've successfully expanded a client base through networking or referrals. This will show your potential employer that you can contribute to their growth.
How to prepare for a job interview at Burton Recruitment
✨Showcase Your Expertise
Be prepared to discuss your experience in providing financial advice, particularly with HNW and UHNW clients. Highlight specific examples of how you've tailored strategies to meet individual client needs.
✨Demonstrate Client Relationship Skills
Emphasise your ability to build and maintain strong client relationships. Share anecdotes that illustrate how you've adapted financial plans in response to changing client circumstances.
✨Stay Updated on Market Trends
Research the latest financial products and market developments before the interview. Being knowledgeable about current trends will show your commitment to providing innovative solutions.
✨Understand Compliance Requirements
Familiarise yourself with regulatory and legislative requirements relevant to financial advising. Be ready to discuss how you ensure compliance in your previous roles and maintain accurate documentation.
