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- Tasks: Help clients with investment, retirement, and inheritance tax planning while building your own portfolio.
- Company: Join a well-established firm known for its financial expertise and client-focused approach.
- Benefits: Enjoy uncapped income potential, private medical insurance, and qualification support and training.
- Why this job: Advance your career in a supportive environment with a strong team and flexible working options.
- Qualifications: A successful track record in finance or business is essential; strong communication skills are a must.
- Other info: Work remotely or in office, with marketing and administrative support to help you succeed.
The predicted salary is between 46000 - 55000 £ per year.
£46,000 - £55,000 + Uncapped Income Potential + Benefits + Qualification Support and Training + Private Medical Insurance
Penrith
Are you looking to advance your financial advising career and work with an internationally recognised firm? Do you want uncapped earning potential while building your own client portfolio and business? This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team, this company advises over 600 independent clients, spanning over 5 offices across the country.
You will have the opportunity to gain further financial qualifications through an internationally recognised training academy, as well as developing your own portfolio of clients. This role would suit someone with a successful track record in their existing career or business, with an ability to discuss, question, negotiate and advise.
The Role offers:
- Offices for advisers to use as a workplace, in addition to working remotely, and meeting rooms available for client meetings
- A marketing team to work with you on marketing strategies, client events, and social media
- Practice clients to assist you in building your portfolio
- Paraplanners who process retirement and investment planning and report writing
- Practice support staff to assist and handle administrative work, client correspondence, and more
Qualified Financial Adviser (Financial Services) employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Financial Adviser (Financial Services)
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in investment and retirement planning. Being knowledgeable about current market conditions and financial products will help you stand out during interviews and discussions with potential clients.
✨Tip Number 3
Consider obtaining additional qualifications that are recognised in the industry. This not only enhances your CV but also demonstrates your commitment to professional development, which is highly valued by employers like us.
✨Tip Number 4
Prepare to discuss your previous successes in client management and financial advising. Be ready to share specific examples of how you've helped clients achieve their financial goals, as this will showcase your skills and experience effectively.
We think you need these skills to ace Qualified Financial Adviser (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, investment planning, and client management. Use specific examples to demonstrate your successful track record and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to work with an internationally recognised firm. Mention how your background and qualifications make you a perfect fit for the role and the company.
Highlight Qualifications: Clearly outline any financial qualifications you possess and express your eagerness to gain further qualifications through the company's training academy. This shows your commitment to professional development.
Showcase Client Management Skills: In your application, emphasise your ability to build and manage a client portfolio. Provide examples of how you've successfully negotiated and advised clients in the past, as this is crucial for the role.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Showcase Your Financial Expertise
Make sure to highlight your knowledge in investment planning, retirement planning, and inheritance tax planning. Be prepared to discuss specific examples from your past experiences that demonstrate your ability to advise clients effectively.
✨Demonstrate Your Client Relationship Skills
Since this role involves building a client portfolio, it's crucial to showcase your interpersonal skills. Share stories about how you've successfully built relationships with clients in the past and how you handle negotiations and discussions.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions during the interview. Prepare by thinking through potential client situations you might encounter and how you would approach them. This will show your problem-solving abilities and your readiness for the role.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask thoughtful questions about the company's culture, training opportunities, and support for advisers. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you.
