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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 of experience required.
- Other info: Genuine long-term career prospects in a dynamic environment.
The predicted salary is between 43000 - 57000 £ 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.
Financial Advisor in Silsden 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 Silsden
✨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 gig.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit for their team.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your pitch to match their vibe. Research the company and understand their values and client base. This will help you present yourself as the ideal candidate who can seamlessly integrate into their culture.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented Financial Advisors like you, so let’s make it happen!
We think you need these skills to ace Financial Advisor in Silsden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience you have as a Financial Advisor.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully advised clients in the past and how you can contribute to our team in Silsden.
Showcase Your Communication Skills: Since this role involves building long-term relationships with clients, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points effectively.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows you're keen on joining 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. The interviewers will likely ask you to explain how you would approach different financial scenarios, so be ready to showcase your expertise.
✨Showcase Your Client Relationship Skills
Since this role involves building long-term relationships with clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you tailor your advice to meet individual client needs.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate your problem-solving abilities. Think about potential client situations and how you would handle them, including risk assessments and product recommendations.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Inquire about their approach to client management or how they support their advisors in staying updated with market changes.
