At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive environment.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Other info: Genuine long-term career prospects and an existing client bank provided.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 50000 - 55000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.
The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.
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
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.
Key Responsibilities
- Conducting detailed reviews of clients’ financial circumstances and objectives
- Preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching and recommending appropriate financial products and services
- Building and maintaining strong long-term client relationships
- Supporting clients in making informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients’ changing financial needs
- Liaising with providers, professional connections and internal teams
- Keeping up to date with industry regulations and market developments
- Producing clear and compliant financial reports
About You
- Level 4 Diploma qualified in Financial Planning (minimum requirement)
- Chartered status advantageous but not essential
- Previous experience as a Financial Adviser / Financial Planner / IFA
- Strong knowledge of pensions, investments, tax planning and protection
- Excellent communication and relationship-building skills
- Professional, organised and client-focused approach
- Able to work independently whilst contributing positively to the wider team
What’s on Offer
- £50,000 to £55,000 basic salary depending on experience
- Bonus structure + OTE £60,000+
- Existing client bank provided
- Full paraplanning and administrative support
- Established pipeline and long-term client relationships
- Supportive and established business environment
- Genuine long-term career prospects
- Additional benefits discussed at interview stage
Interested? Please apply with your updated CV.
Financial Planner employer: Equals One
Join a well-established and growing firm in Silsden, West Yorkshire, where you can thrive as a Financial Planner. With an existing client bank provided from day one, you will benefit from excellent back-office support, allowing you to focus on building long-term client relationships and delivering high-quality financial advice. The company fosters a supportive work culture with genuine career growth opportunities, making it an ideal place for professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in your area. Attend local events, join online forums, or even hit up LinkedIn to make those valuable connections that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing articles about financial planning topics. This not only showcases your knowledge but also helps you build credibility and attract potential clients or employers.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or applying for a role, drop them a quick message to express your interest. It keeps you on their radar and shows you're genuinely keen on the opportunity.
✨Tip Number 4
Apply through our website! We’ve got a range of roles waiting for talented Financial Planners like you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that dream job!
We think you need these skills to ace Financial Planner
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 that shows you can build long-term client relationships.
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 provided financial advice in the past and how you’ve maintained strong client relationships.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application is clear and professional. Use straightforward language and structure your documents well to demonstrate your ability to convey complex information simply.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our supportive team.
How to prepare for a job interview at Equals One
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in helping clients.
✨Showcase Your Relationship Skills
Since this role is all about building long-term client relationships, be prepared to share examples of how you've successfully managed client interactions 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 during the interview. Think about how you would handle different client situations, such as a client wanting to change their investment strategy or needing urgent financial advice. This will demonstrate your problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the existing client bank, the support you'll receive from the team, and the company’s approach to professional development. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
