Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port
Financial Advisor (IFA) – Flexible Start, Client Growth

Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port

Ellesmere Port Full-Time 55000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Deliver expert financial advice on investments, pensions, and tax planning.
  • Company: Dynamic financial services firm in Ellesmere Port with a supportive environment.
  • Benefits: Competitive salary of £55,000 plus OTE of £60,000+, with self-employment options.
  • Why this job: Join a role that fosters professional growth and builds lasting client relationships.
  • Qualifications: Proven experience in the UK market and strong communication skills.
  • Other info: Great opportunity for career advancement and substantial in-house support.

The predicted salary is between 55000 - 60000 £ per year.

A financial services firm in Ellesmere Port is seeking an experienced Financial Advisor to deliver high-quality advice across investments, pensions, and tax planning. The role offers a £55,000 salary with OTE of £60,000+, alongside substantial in-house support and the option for self-employment.

Ideal candidates will have proven experience in the UK market and strong communication and organisational skills. This position provides an excellent opportunity for professional growth and client relationship building.

Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port employer: Equals One Ltd

Join a dynamic financial services firm in Ellesmere Port that prioritises employee development and offers a supportive work culture. With a competitive salary and the flexibility of self-employment, you will have the opportunity to grow your client base while receiving substantial in-house support. This role not only allows for professional advancement but also fosters meaningful relationships with clients, making it an ideal environment for ambitious Financial Advisors.
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Contact Detail:

Equals One Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of investments, pensions, and tax planning. We recommend practising common interview questions and scenarios specific to the role of a Financial Advisor to showcase your expertise.

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.

Tip Number 4

Apply through our website for the best chance at landing that Financial Advisor position. We’ve got all the resources you need to make your application stand out, so take advantage of it!

We think you need these skills to ace Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port

Financial Advisory
Investment Knowledge
Pension Planning
Tax Planning
Client Relationship Management
Communication Skills
Organisational Skills
UK Market Experience
Professional Growth Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in investments, pensions, and tax planning. We want to see how your skills align with what we’re looking for, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Financial Advisor role. Share your passion for client relationship building and how you can contribute to our team.

Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly and effectively. We love candidates who can connect with clients effortlessly!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Equals One Ltd

Know Your Stuff

Make sure you brush up on your knowledge of investments, pensions, and tax planning. Familiarise yourself with the latest trends in the UK financial market, as this will show your expertise and commitment to the role.

Showcase Your Communication Skills

As a Financial Advisor, strong communication is key. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask clarifying questions if needed.

Demonstrate Organisational Skills

Prepare examples of how you've successfully managed client relationships and organised your workload in previous roles. This could include discussing your approach to prioritising tasks or using tools to keep track of client interactions.

Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to client growth and support for Financial Advisors. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.

Financial Advisor (IFA) – Flexible Start, Client Growth in Ellesmere Port
Equals One Ltd
Location: Ellesmere Port

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