At a Glance
- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Reputable financial services firm with a supportive culture.
- Benefits: Attractive salary, bonuses, pension scheme, and comprehensive support.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: 5+ years of experience in regulated financial advice and strong technical knowledge.
- Other info: Opportunities for genuine career growth in a professional environment.
The predicted salary is between 60000 - 84000 £ per year.
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
- Pension scheme, life assurance and a strong benefits package
- Full paraplanning and admin support
- An existing book of contacts as well as superb warm Leads and Introductions
- Genuine long-term career development in a professional, supportive environment
Independent Financial Adviser in Ipswich employer: Employment Specialists
Contact Detail:
Employment Specialists Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Ipswich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join professional groups, and don’t be shy about reaching out to potential clients or colleagues. Building relationships is key to landing that Financial Adviser role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your strong technical knowledge in pensions, investments, and tax-efficient planning. We want to see how you can provide tailored recommendations that really make a difference.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Use your existing contacts and ask for referrals. The more connections you make, the more chances you have to generate new business and showcase your client-first mindset.
✨Tip Number 4
Apply through our website! We’ve got a fantastic platform where you can find roles that match your skills. Plus, it’s a great way to show us you’re serious about joining our team. Let’s make this happen together!
We think you need these skills to ace Independent Financial Adviser in Ipswich
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in providing regulated advice. We want to see how your skills align with our needs, especially in pensions, investments, and tax-efficient planning.
Showcase Your Relationship-Building Skills: As a Financial Adviser, being a confident relationship-builder is key. Use your application to share examples of how you've developed client relationships and generated new business through networking and referrals.
Highlight Your Technical Knowledge: We’re looking for someone with strong technical knowledge. Don’t shy away from mentioning specific areas of expertise in your application, especially if you have experience with compliance and technical support.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Employment Specialists
✨Know Your Stuff
Make sure you brush up on your technical knowledge around pensions, investments, and tax-efficient planning. Be ready to discuss specific scenarios where you've successfully provided regulated advice, as this will show your expertise and confidence in the field.
✨Build Rapport
As a Financial Adviser, relationship-building is key. Practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by sharing a relevant story or experience that highlights your client-first mindset.
✨Show Your Proactivity
Prepare examples of how you've generated new business through networking and referrals in the past. This will demonstrate your proactive approach and commercial drive, which are essential for success in this role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the existing book of contacts and how the company supports its advisers in developing new relationships. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.