At a Glance
- Tasks: Provide expert financial advice and manage client portfolios.
- Company: Join a well-established advisory firm with a strong reputation since the 1980s.
- Benefits: Enjoy the flexibility of self-employment and a supportive client base.
- Why this job: Make a real impact on clients' financial futures while working independently.
- Qualifications: Must be a level 4 (or preferably 6) qualified financial advisor with UK sales experience.
- Other info: This role is perfect for experienced advisors looking to grow their own practice.
The predicted salary is between 43200 - 72000 £ per year.
A very well established wealth & financial advisory practise based in the Essex area, have asked us to search in regard to a truly unique opportunity for an experienced financial advisor. Established back in the 1980's this company have built an incredible client base over the years, offering a full range of financial advice and putting their customers first.
Please note: you MUST be a fully level 4 (or preferably 6) qualified financial advisor to be considered for this role. In addition, you must have a demonstrable track record in UK sales of investments and pensions etc.
Independent Financial Advisor (Self Employed) employer: F S People Ltd (Financial Services recruitment specialists)
Contact Detail:
F S People Ltd (Financial Services recruitment specialists) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (Self Employed)
✨Tip Number 1
Network with other financial advisors in the Essex area. Attend local industry events or join professional groups to connect with potential colleagues and clients who can vouch for your expertise.
✨Tip Number 2
Showcase your track record in UK sales of investments and pensions through case studies or testimonials. This will help you stand out as a candidate who not only meets the qualifications but also has proven success.
✨Tip Number 3
Familiarise yourself with the specific needs and preferences of the client base in the Essex area. Tailoring your approach to meet these needs can demonstrate your commitment to putting customers first, which is crucial for this role.
✨Tip Number 4
Prepare to discuss your strategies for building and maintaining client relationships during interviews. Highlighting your interpersonal skills and client-centric approach can set you apart from other candidates.
We think you need these skills to ace Independent Financial Advisor (Self Employed)
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 or preferably Level 6 qualifications in financial advising. This is a crucial requirement for the role, so don’t bury it in your CV; place it prominently.
Showcase Your Experience: Detail your demonstrable track record in UK sales of investments and pensions. Use specific examples and metrics to illustrate your success, as this will help you stand out.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the values and client-first approach of the company. Mention how your experience aligns with their mission and how you can contribute to their established client base.
Proofread Your Application: Before submitting, thoroughly proofread your application for any errors or typos. A polished application reflects your professionalism and attention to detail, which are essential in the financial advisory field.
How to prepare for a job interview at F S People Ltd (Financial Services recruitment specialists)
✨Showcase Your Qualifications
Make sure to highlight your Level 4 or 6 qualifications prominently during the interview. Be prepared to discuss how your education has equipped you with the necessary skills to provide top-notch financial advice.
✨Demonstrate Your Track Record
Prepare specific examples of your past successes in UK sales of investments and pensions. Use metrics and figures to illustrate your achievements, as this will help build credibility with the interviewer.
✨Understand the Company Culture
Research the company's history and values, especially their commitment to putting customers first. This will allow you to align your answers with their ethos and demonstrate that you are a good fit for their team.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.