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For Companies At a Glance
- Tasks: Manage an existing client book and provide tailored financial advice.
- Company: Independent Financial Planners with over 30 years of experience.
- Benefits: Competitive salary of £75,000 plus commission and flexible working options.
- Why this job: Join a successful team dedicated to clients' financial security and growth.
- Qualifications: Level 4 Diploma in Financial Planning and at least 2 years of relevant experience.
- Other info: Opportunity for career development and a better work-life balance.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
We are recruiting for an IFA who can take over an existing client book for our client based in Northamptonshire.
Salary £75,000 + commission on new business.
Our client, a truly independent Financial Planners, based in Northampton, specialises in the financial well-being of their clients. The team have over 30 years' experience in the Financial Planning industry. Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.
Ideally you should be Chartered or happy working towards. (must be SPS)
They specialise in pensions, Investment, SME and family wealth planning including mortgages. The mission is to give all client's financial security. They achieve this by offering high levels of service and giving situationally based advice that’s entirely focused upon individual needs and requirements.
Real opportunity to drive business growth
Employed role or self employed
Flexible working pattern encouraging better work life balance.
What is needed?
Level 4 Diploma in Financial Planning
Min. 2 years in a similar role, paraplanner also considered
Great technical and regulatory knowledge of financial planning
If you would like further information, please get in touch.
Financial Adviser Clients Provided employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Clients Provided
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know about opportunities at firms like the one in Northamptonshire. A personal recommendation can really set you apart from the crowd.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and regulatory requirements. Make sure you can confidently discuss your experience with pensions, investments, and wealth planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to highlight your client relationship skills! Since this role involves taking over an existing client book, showing that you can maintain and grow those relationships is key. Share examples of how you've done this in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are ready to make a difference in the financial well-being of clients.
We think you need these skills to ace Financial Adviser Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Adviser. Highlight your experience in financial planning, especially if you have worked with pensions or investments. We want to see how your skills align with our mission of providing financial security.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. We love seeing candidates who are genuinely excited about helping clients achieve their financial goals.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma in Financial Planning and any other relevant qualifications. If you're working towards being Chartered, let us know! We appreciate candidates who are committed to professional development.
Apply Through Our Website: We encourage you to apply 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 from us!
How to prepare for a job interview at Cameron James
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial planning. Understand the key areas like pensions, investments, and family wealth planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they relate to this position. Highlight any experience you have with managing client portfolios or providing tailored financial advice. Use specific examples to demonstrate your success and how you can bring value to their existing client book.
✨Understand Their Mission
Familiarise yourself with the company's mission of providing financial security to clients. Be ready to discuss how your values align with theirs and how you can contribute to their goal of delivering high levels of service. This shows that you’re not just looking for a job, but a place where you can make a difference.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about their approach to client relationships or how they support their team in achieving Chartered status. Asking questions not only shows your interest but also helps you gauge if this is the right fit for you.
