Financial Advisor in Leeds

Financial Advisor in Leeds

Leeds Full-Time 50000 - 70000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide financial advice to a diverse range of clients, from public sector to FTSE 100 companies.
  • Company: Remote financial planning firm with a strong client network and dedicated support team.
  • Benefits: Work from anywhere in the UK, competitive salary, and ongoing professional development.
  • Why this job: Join a dynamic team and make a real impact on clients' financial futures.
  • Qualifications: Experience in business development and knowledge of pensions is a plus.
  • Other info: Potential for six-figure earnings from year two with extensive client support.

The predicted salary is between 50000 - 70000 £ per year.

Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars. You will work with clients from public sector firms right through to FTSE 100 companies. The firm has a dedicated team focused on vetting clients to ensure they are qualified prior to any meeting.

Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. You must have a track record in developing new business from existing clients.

Key benefits include:
  • All clients provided
  • Work from anywhere in the UK
  • Diverse client base, including top-tier firms
  • Ongoing support and development
  • Salary is £50k to £70k depending on experience with six figure earnings from year two.

Financial Advisor in Leeds employer: Ferguson Dean

Join a leading financial advisory firm that prioritises employee growth and offers a supportive work culture. With the flexibility to work from anywhere in the UK, you will benefit from an extensive client network and ongoing professional development, ensuring a rewarding career path in financial planning.
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Contact Detail:

Ferguson Dean Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor in Leeds

✨Tip Number 1

Network like a pro! Reach out to your connections and let them know you're on the hunt for a Financial Advisor role. You never know who might have a lead or can introduce you to someone in the industry.

✨Tip Number 2

Prepare for those interviews! Research common questions for Financial Advisors and practice your responses. We want you to feel confident and ready to showcase your skills and experience.

✨Tip Number 3

Leverage our website! Apply directly through StudySmarter to streamline your application process. It’s a great way to ensure your application gets noticed by the right people.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.

We think you need these skills to ace Financial Advisor in Leeds

Financial Planning
Client Relationship Management
Business Development
Pensions Knowledge
NHS Pensions Knowledge
Communication Skills
Remote Working
Networking Skills
Sales Skills
Analytical Skills

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see why you're excited about this role and how you can contribute to our team!

Tailor Your CV: Make sure your CV is tailored to the job description. Highlight any relevant experience, especially in developing new business or working with diverse clients. We love seeing how your background fits with what we do!

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make it easy for us to see your qualifications and experience.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!

How to prepare for a job interview at Ferguson Dean

✨Know Your Numbers

As a Financial Advisor, it's crucial to be comfortable with financial metrics and data. Brush up on key figures related to pensions, especially NHS pensions, even if it's not essential. This will show your potential employer that you're proactive and knowledgeable.

✨Showcase Your Client Development Skills

Prepare examples of how you've successfully developed new business from existing clients. Use specific metrics or success stories to illustrate your impact. This will demonstrate your ability to drive results and build relationships, which is vital for this role.

✨Understand the Company’s Client Base

Research the types of clients the company works with, especially those in the public sector and FTSE 100 firms. Being able to discuss how you can cater to these clients will set you apart and show that you're genuinely interested in the role.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's approach to client vetting and ongoing support. This not only shows your interest but also helps you gauge if the company aligns with your career goals. It’s a great way to engage in a two-way conversation during the interview.

Financial Advisor in Leeds
Ferguson Dean
Location: Leeds

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