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For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive team.
- Benefits: Competitive salary, bonus structure, and full administrative support.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years experience required.
- Other info: Genuine long-term career prospects in a dynamic environment.
The predicted salary is between 43000 - 46000 £ per year.
An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.
The Role
- You will provide holistic financial advice to an established client base across Yorkshire, covering:
- Investments
- Pensions and retirement planning
- Tax planning
- Protection and insurance solutions
Key responsibilities
- Conducting in-depth reviews of clients' financial circumstances, current arrangements and future objectives
- Analysing client information and preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching the market and recommending appropriate products and services
- Designing and implementing financial strategies
- Supporting clients to make informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients' changing needs and circumstances
- Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents)
- Keeping up to date with financial products, legislation and regulatory requirements
- Producing clear and compliant financial reports
About you
- Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential)
- 2 to 5 years experience as a Financial Adviser
- Strong knowledge of investments, pensions, tax planning and protection
- Excellent communication and relationship-building skills
- Self-motivated, professional and well-organised
- Confident working independently while also contributing to a team environment
What is on offer:
- £50,000 to £55,000 basic salary (depending on experience and qualifications)
- Bonus structure OTE £60,000
- Existing client bank provided
- Full administrative and paraplanning support
- Supportive, established business with genuine long-term career prospects
- Benefits package to be discussed at interview stage
Interested? Please apply with your updated CV.
Locations
Financial Advisor in Keighley, Yorkshire 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 Keighley, Yorkshire
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in investments, pensions, and tax planning. Be ready to share specific examples of how you've helped clients achieve their financial goals.
✨Be Prepared for Interviews
Do your homework on the company and be ready to discuss how you can contribute to their success. Prepare questions to ask them too; it shows you're genuinely interested and engaged. Plus, it helps you figure out if they're the right fit for you!
✨Apply Through Our Website
Don't forget to apply through our website for the best chance at landing that job! We want to see your application and help you get your foot in the door. Let's make it happen together!
We think you need these skills to ace Financial Advisor in Keighley, Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in financial planning, client management, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for financial advising and how you can contribute to our team. Keep it concise but impactful!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's exceeding sales targets or building strong client relationships, we love to see how you've made a difference in your previous roles.
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. Plus, it’s super easy!
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. The interviewers will likely ask you to explain how you would approach a client's financial situation, so be ready to showcase your expertise and provide examples from your past experience.
✨Build Rapport
Since this role involves developing long-term relationships with clients, practice your communication skills. Be friendly and approachable during the interview. Show that you can connect with people easily, as this will be crucial in your role as a Financial Advisor.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate your problem-solving skills. Think about potential client situations and how you would handle them. This will show your ability to think on your feet and provide tailored solutions.
✨Show Your Organisational Skills
As a Financial Advisor, being organised is key. During the interview, highlight your ability to maintain accurate records and manage multiple clients' needs. Share examples of how you've successfully juggled tasks in the past to reassure them that you're up for the challenge.
