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For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established IFA business with strong support and existing client base.
- Benefits: Competitive salary, bonus structure, and flexible employment options.
- Why this job: Join a supportive team and make a real impact in clients' financial lives.
- Qualifications: Diploma qualified with proven experience as a Financial Adviser.
- Other info: Immediate start available with excellent growth opportunities.
The predicted salary is between 55000 - 60000 £ per year.
We are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.
You will work alongside experienced paraplanners and administrators, allowing you to focus on what you do best - advising clients and building long-term relationships.
The Role
You will provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.
- Conducting detailed reviews of clients' financial circumstances and objectives
- Designing bespoke financial plans and strategies
- Completing risk assessments and suitability reports
- Researching products and solutions across the whole of market
- Supporting clients as their needs and circumstances change
- Maintaining full FCA compliance, disclosure and record-keeping standards
- Liaising with providers and professional introducers where required
What we are looking for
- Diploma qualified (Chartered status desirable but not essential)
- Proven experience as a Financial Adviser within the UK market
- Strong communication, organisational and relationship-building skills
- Self-motivated, professional and confident working independently
- Comfortable working employed or self-employed (including via your own company if preferred)
What is on offer
- £55,000 salary with OTE £60,000+
- Immediate start available
- Employed or self-employed options
- Existing client base and full admin/paraplanning support
- Bonus structure and benefits tailored to experience and qualifications
- Opportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step.
Financial Advisor in Conwy employer: Equals One Ltd
Contact Detail:
Equals One Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Conwy
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
Consider hosting a free workshop or webinar on financial planning topics. This not only positions you as an expert but also allows you to meet potential clients face-to-face. Plus, it’s a great way to demonstrate your communication skills and build trust.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and tips related to financial advising. Engage with your network by commenting on posts and joining relevant groups. This keeps you top of mind for anyone looking for a financial advisor.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also gives you a better chance of standing out. We’re here to help you land that dream role!
We think you need these skills to ace Financial Advisor in Conwy
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience, qualifications, and skills that match what we're looking for. This shows us you’re serious about the position and understand what it entails.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. Make sure your application reflects your ability to convey complex information clearly and concisely. This will help us see how you can build relationships with clients effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Equals One Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and tax planning. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Communication Skills
As a Financial Advisor, strong communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to build rapport and trust with potential clients.
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific client situations. Think of examples from your experience where you successfully navigated challenges or provided tailored advice. This shows your problem-solving skills and client focus.
✨Understand the Company Culture
Research the IFA business you're interviewing with. Understand their values and approach to client relationships. Tailor your answers to reflect how your personal philosophy aligns with theirs, showing you're a great fit for their team.
