Financial Advisor in Leeds

Financial Advisor in Leeds

Leeds Full-Time 42000 - 66000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial advice and manage client relationships.
  • Company: Established financial firm with a supportive team environment.
  • Benefits: Attractive salary, bonuses, and comprehensive benefits package.
  • Why this job: Join a growing firm and make a real difference in clients' financial lives.
  • Qualifications: Experience in financial advising and strong communication skills.
  • Other info: Immediate start available with opportunities for career advancement.

The predicted salary is between 42000 - 66000 £ 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.

Salary: £50,000 - £55,000 basic + bonus + benefits

OTE: £60,000+

Immediate start available.

Financial Advisor in Leeds employer: Equals One Ltd

Join a dynamic and supportive team in Silsden, where our commitment to employee development and a collaborative work culture sets us apart as an employer of choice. With competitive compensation, a bonus structure, and a focus on work-life balance, we empower our Financial Advisors to thrive while providing exceptional service to our clients. Experience the unique advantage of inheriting an existing client bank, allowing you to hit the ground running and achieve your professional goals.
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Contact Detail:

Equals One Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor in Leeds

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Financial Advisor role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research common questions for Financial Advisors and practice your responses. We recommend using role-play with a friend to get comfortable discussing your experience and how you can add value to the firm.

✨Tip Number 3

Showcase your expertise! Bring along examples of your past successes, like client testimonials or case studies, to demonstrate your skills during interviews. This will help you stand out from the crowd.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for Financial Advisor positions. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Financial Advisor in Leeds

Client Relationship Management
Financial Planning
Investment Knowledge
Regulatory Compliance
Communication Skills
Sales Skills
Analytical Skills
Problem-Solving Skills
Team Collaboration
Time Management
Negotiation Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience 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 our team in Silsden. Share your passion for financial advising and how you can contribute to our growing firm.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s exceeding sales targets or building strong client relationships, 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 everything organised and ensures your application gets the attention it deserves!

How to prepare for a job interview at Equals One Ltd

✨Know Your Numbers

As a Financial Advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the firm’s performance and the financial landscape in Silsden. This will not only show your expertise but also demonstrate your genuine interest in the role.

✨Showcase Your Client Management Skills

Since you'll inherit an existing client bank, be prepared to discuss your approach to client relationships. Share specific examples of how you've successfully managed clients in the past, highlighting your communication skills and ability to build trust.

✨Understand the Team Dynamics

You'll be working closely with administrators and paraplanners, so it’s important to understand how you can collaborate effectively. Research the roles of these team members and think about how you can leverage their strengths to enhance your service delivery.

✨Prepare Questions That Matter

Interviews are a two-way street, so come armed with thoughtful questions. Ask about the firm's growth plans, the support available for Financial Advisors, and how success is measured. This shows you're serious about your future with them and helps you gauge if it's the right fit for you.

Financial Advisor in Leeds
Equals One Ltd
Location: Leeds

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