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- Tasks: Help clients with financial planning and build your own portfolio.
- Company: Join a well-established firm with a strong reputation in financial services.
- Benefits: Enjoy uncapped income potential, remote work options, and private medical insurance.
- Why this job: Gain qualifications while making a real impact on clients' financial futures.
- Qualifications: Must have Level 4 Financial Advice qualification recognised by the FCA.
- Other info: Work with a supportive team and access marketing resources to grow your business.
The predicted salary is between 40000 - 55000 £ per year.
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 arrange meetings, allowing you to spend more time face-to-face with clients
- Development and training to help you achieve your goals
- Level 4 Financial Advice qualification, recognised by the Financial Conduct Authority (FCA)
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Qualified Financial Adviser (Financial Services) in Penrith employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Financial Adviser (Financial Services) in Penrith
✨Tip Number 1
Network with other financial advisers in your area, especially those who are already working with the company. Attend local financial services events or seminars to make connections and learn more about the firm's culture.
✨Tip Number 2
Research the latest trends in financial advising, particularly in investment and retirement planning. Being knowledgeable about current market conditions can help you stand out during any informal discussions or interviews.
✨Tip Number 3
Prepare to discuss your previous successes in client management and how you've built relationships in your past roles. This will demonstrate your ability to develop a client portfolio effectively.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailoring your conversations to align with their goals can show that you're not just looking for any job, but that you're genuinely interested in contributing to their success.
We think you need these skills to ace Qualified Financial Adviser (Financial Services) in Penrith
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Financial Advice qualification and any relevant experience in financial services. Emphasise your successful track record and skills in negotiation and client advising.
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 you can contribute to building a client portfolio and your interest in further qualifications.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as investment planning, retirement planning, and tax advisory. Use specific examples from your past experiences to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Financial Advice qualification during the interview. Discuss how this qualification has prepared you for the role and any relevant experiences that demonstrate your expertise in financial advising.
✨Demonstrate Your Client Management Skills
Be ready to talk about your experience in building and managing client portfolios. Share specific examples of how you've successfully advised clients in the past, focusing on your ability to negotiate and provide tailored financial solutions.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in financial advising. Practice responding to hypothetical situations where you need to advise a client on investment or retirement planning, showcasing your analytical thinking.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company's approach to client management and support. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
