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For Companies At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Respected financial planning business in East Anglia with a growing team.
- Benefits: Competitive salary, bonus, company car, pension scheme, and comprehensive support.
- Other info: Enjoy full paraplanning support and excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: 5+ years of experience in regulated financial advice and strong technical knowledge.
The predicted salary is between 75000 - 100000 £ per year.
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.
What you'll be doing as Financial Adviser:
- Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships
- Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning
- Working closely with in-house technical and compliance support to maintain high professional standards
- Identifying new advice opportunities through referrals, networking and professional connections
What we're looking for as Financial Adviser:
- Proven experience providing regulated advice in a client-facing role (ideally 5+ years)
- Strong technical knowledge across pensions, investments and tax-efficient planning
- A confident relationship-builder with a client-first mindset
- Proactive and commercially driven, comfortable generating new business through connections and referrals
What's on offer:
- Salary 75,000-100,000 (depending on experience) + discretionary annual bonus
- Company car or car allowance
- Pension scheme, life assurance and a strong benefits package
- Full paraplanning and admin support
Independent Financial Adviser in Peterborough employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Peterborough
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial professionals. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning topics that resonate with your audience. This not only builds your personal brand but also attracts potential clients who value your knowledge.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having a conversation, drop them a quick message to keep the connection alive. It shows you care and keeps you top of mind when they need financial advice.
✨Tip Number 4
Apply through our website for a smoother process! We’re here to support you every step of the way, so take advantage of our resources and let’s get you that dream role in financial advising.
We think you need these skills to ace Independent Financial Adviser in Peterborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Independent Financial Adviser. Highlight your experience in providing regulated advice and your strong technical knowledge in pensions, investments, and tax-efficient planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your client-first mindset and relationship-building skills. Share specific examples of how you've developed new business through referrals and networking.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Whether it’s a successful client relationship or a new business opportunity you generated, we want to see how you’ve made an impact 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 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 Employment Specialists Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax-efficient planning. Be ready to discuss specific cases or scenarios where you've successfully provided advice, as this will showcase your expertise.
✨Build Rapport
As a Financial Adviser, relationship-building is key. Practice how you'll introduce yourself and engage with the interviewers. Show them that you can connect with clients easily by being personable and approachable during the interview.
✨Prepare Tailored Recommendations
Think about how you would present tailored recommendations to clients. Prepare a mock presentation or outline of how you would approach a typical client scenario. This will demonstrate your ability to provide holistic financial planning advice.
✨Show Your Proactivity
Be ready to discuss how you've identified new business opportunities in the past. Share examples of networking or referral strategies that have worked for you. This will highlight your proactive nature and commercial drive, which are essential for the role.