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- Tasks: Build relationships and provide financial advice to clients, focusing on pensions and investments.
- Company: Join a Chartered Financial Services business known for quality service in the North East.
- Benefits: Enjoy flexible working hours, generous holidays, and a rewarding bonus structure.
- Why this job: Be part of a supportive culture with opportunities for personal growth and client impact.
- Qualifications: Hold Level 4 DipPFS or equivalent; Chartered status is a plus.
- Other info: Refer a friend and earn £250 when they start!
The predicted salary is between 36000 - 60000 £ per year.
Due to internal changes, an ambitious Financial Services business in the Durham area has a superb opportunity for an experienced Financial Adviser. The business prides itself on having achieved Chartered status and has delivered sound financial advice over many years to clients predominantly in the North East area, with a focus on delivering a personal and quality service. They have adopted a modern approach and embrace technology. With almost 1000 clients, they are now in a period of growth and require an additional Financial Adviser to support their clients. This is a rare opportunity where the calibre and personality of the individual is paramount and the technical ability can be developed.
The Adviser will benefit from a positive and supportive work culture, experienced paraplanning and administrative staff, and an extensive, established client bank. This is a servicing role which will be office based for client meetings or working from home to conduct online meetings, offering an element of flexibility for the right candidate. There is a very generous bonus structure based on new business (from existing), client referrals and behaviours/compliance, with the Adviser being rewarded on client feedback, growth and retention.
Responsibilities will include:
- Build relationships and service a range of clients (between 150/200) - these will be phased in
- Provide advice across pensions, investments and protection products
- Identify and develop additional business from existing clients
- Conduct regular service reviews
- Prepare cash flow modelling for clients
- Adhere to regulatory standards
Candidate Requirements:
- Hold SPS /CAS status
- Possess sound knowledge of a range of financial products
- Either restricted or whole of market background
- Knowledge of long-term care would be desirable
- Competent IT skills with experience of Voyant (or cash flow modelling software) and Calendy, desirable
- Be a 'safe pair of hands'
- Professional with a relaxed manner, a credible individual
- Likeable with traditional values - polite and appropriate
- Has the ability and desire to deliver an outstanding service
Benefits:
- Hours: Flexibility with hours (full-time)
- Holidays: 27 plus stats (close at Xmas and 7 must be retained), negotiable
- Pension: 3%/5% can be increased with salary sacrifice
- Additional benefits under review currently
Qualifications:
- Level 4 DipPFS/equivalent essential
- Chartered is desirable
Employed Financial Adviser - Clients Provided employer: EGRecruiting Ltd
Contact Detail:
EGRecruiting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser - Clients Provided
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Familiarise yourself with the latest financial products and services, particularly in pensions, investments, and protection. This will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your approach to client relationship management during interviews. Highlight any previous experiences where you successfully built and maintained client relationships, as this is crucial for the role.
✨Tip Number 4
Showcase your IT skills by being proficient in cash flow modelling software like Voyant. If you have experience with Calendy, mention it as well, as these tools are essential for the role and will set you apart from other candidates.
We think you need these skills to ace Employed Financial Adviser - Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly focusing on your ability to build client relationships and provide sound financial advice. Mention any relevant qualifications like Level 4 DipPFS and your SPS/CAS status.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your understanding of their focus on personal service and technology, and explain how your skills align with their needs, especially in servicing clients and compliance.
Showcase Relevant Experience: When detailing your work history, emphasise your experience with pensions, investments, and protection products. If you have knowledge of long-term care or experience with cash flow modelling software like Voyant, make sure to include that.
Demonstrate Soft Skills: Since the company values personality and a 'safe pair of hands', be sure to convey your professional yet relaxed manner in your application. Use examples that showcase your ability to deliver outstanding service and build rapport with clients.
How to prepare for a job interview at EGRecruiting Ltd
✨Showcase Your Relationship-Building Skills
As a Financial Adviser, your ability to build and maintain relationships with clients is crucial. Prepare examples of how you've successfully developed client relationships in the past, focusing on your communication style and approach to client service.
✨Demonstrate Technical Knowledge
While personality is key, having a solid understanding of financial products is essential. Brush up on your knowledge of pensions, investments, and protection products, and be ready to discuss how you would apply this knowledge to benefit clients.
✨Emphasise Your Adaptability
The role offers flexibility in working arrangements, so highlight your adaptability and experience with both in-person and online meetings. Share any relevant experiences that demonstrate your comfort with technology and remote client interactions.
✨Prepare for Compliance Questions
Given the regulatory nature of the financial services industry, be prepared to answer questions about compliance and ethical standards. Familiarise yourself with the relevant regulations and be ready to discuss how you ensure adherence in your practice.
