At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Established financial firm in Silsden with a supportive team.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Other info: Genuine long-term career prospects in a dynamic environment.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years of experience required.
An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.
The Role
- You will provide holistic financial advice to an established client base across Yorkshire, covering:
- Investments
- Pensions and retirement planning
- Tax planning
- Protection and insurance solutions
- The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.
Key responsibilities
- Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectives
- Analysing client information and preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching the market and recommending appropriate products and services
- Designing and implementing financial strategies
- Supporting clients to make informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients’ changing needs and circumstances
- Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents)
- Keeping up to date with financial products, legislation and regulatory requirements
- Producing clear and compliant financial reports
About you
- Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential)
- 2 to 5 years’ experience as a Financial Adviser
- Strong knowledge of investments, pensions, tax planning and protection
- Excellent communication and relationship-building skills
- Self-motivated, professional and well-organised
- Confident working independently while also contributing to a team environment
What is on offer:
- £50,000 to £55,000 basic salary (depending on experience and qualifications)
- Bonus structure OTE £60,000
- Existing client bank provided
- Full administrative and paraplanning support
- Supportive, established business with genuine long-term career prospects
- Benefits package to be discussed at interview stage
Interested? Please apply with your updated CV.
Financial Advisor in Keighley employer: Firestar Consulting
Join a well-established and growing firm in Silsden, West Yorkshire, where you will benefit from a supportive work culture that prioritises your professional development and client relationships. With a strong basic salary, uncapped earning potential, and full administrative support, this role offers a unique opportunity to thrive in a collaborative environment while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Keighley
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor gig.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit for their team.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your pitch to match their vibe. Research the company and understand their values and client base. This will help you present yourself as the ideal candidate who can seamlessly integrate into their culture.
✨Apply Through Us!
Don’t forget to apply through our website! We’ve got your back and can help you navigate the application process. Plus, it shows you're serious about joining a great firm like this one in Silsden.
We think you need these skills to ace Financial Advisor in Keighley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience you have as a Financial Advisor.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully advised clients in the past and how you can bring value to our team.
Showcase Your Communication Skills:Since this role involves building long-term relationships with clients, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points.
Apply Through Our Website:We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and we can get back to you quicker about the next steps!
How to prepare for a job interview at Firestar Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. The interviewers will likely ask you to explain how you would approach different financial scenarios, so be ready to showcase your expertise and provide examples from your past experience.
✨Build Rapport
Since this role involves a lot of client interaction, demonstrating your communication skills is key. Practice building rapport with the interviewers as if they were clients. Show them that you can listen actively and respond thoughtfully to their needs.
✨Prepare Questions
Have a few insightful questions prepared about the firm and its approach to client relationships. This shows your genuine interest in the company and helps you assess if it’s the right fit for you. Ask about their support systems for Financial Advisors and how they handle client feedback.
✨Showcase Your Organisation Skills
As a Financial Advisor, being organised is crucial. Be prepared to discuss how you manage your time and client records. You might want to share specific tools or methods you use to stay on top of your workload and ensure compliance with regulations.
