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- Tasks: Provide expert financial advice and manage client portfolios.
- Company: Join a well-established wealth advisory firm with decades of experience.
- Benefits: Enjoy the flexibility of self-employment and a supportive client base.
- Why this job: Make a real impact on clients' financial futures in a trusted environment.
- Qualifications: Must be a level 4 (or preferably 6) qualified financial advisor with proven sales experience.
- Other info: This role is perfect for those seeking independence and growth in their financial career.
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.
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 relevant online forums to connect with professionals who may have insights about the company or the role.
✨Tip Number 2
Research the company’s history and client base. Understanding their values and the types of clients they serve can help you tailor your approach and demonstrate your alignment with their mission during any discussions.
✨Tip Number 3
Prepare to discuss your sales achievements in detail. Be ready to share specific examples of how you've successfully sold investments and pensions, as this will be crucial in showcasing your suitability for the role.
✨Tip Number 4
Consider reaching out to current or former employees of the company on LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you stand out in conversations.
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. Include any relevant certifications and training that demonstrate your expertise.
Showcase Your Experience: Detail your track record in UK sales of investments and pensions. Use specific examples and metrics to illustrate your success and how you have contributed to previous firms.
Tailor Your CV: Customise your CV to align with the job description. Emphasise skills and experiences that are particularly relevant to the role of an Independent Financial Advisor, such as client relationship management and financial planning.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are a great fit for this specific opportunity. Mention your passion for putting customers first and how you can contribute to the company's established reputation.
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 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. This will help illustrate your experience and ability to meet the expectations of the role.
✨Understand the Company Culture
Research the company's history and values, especially their commitment to putting customers first. This knowledge will allow you to align your answers with their ethos during the interview.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask the interviewer. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
