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- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive team.
- Benefits: Competitive salary, bonus potential, and comprehensive support.
- Why this job: Join a growing firm and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years of experience.
- Other info: Great career prospects and a collaborative work environment.
The predicted salary is between 50000 - 55000 £ per year.
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 RoleYou 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
- Analyzing 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
- 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
- £50,000 – £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 Silsden employer: Firestar Consulting
Contact Detail:
Firestar Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Silsden
✨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 role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in investments, pensions, and tax planning. Be ready to share examples of how you've helped clients achieve their financial goals.
✨Be Prepared for Interviews
Do your homework on the company and be ready to discuss how you can contribute to their success. Prepare questions to ask them too – it shows you're genuinely interested and engaged!
✨Apply Through Our Website
Don't forget to apply through our website for the best chance at landing the job! We want to see your application and help you take the next step in your career as a Financial Advisor.
We think you need these skills to ace Financial Advisor in Silsden
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 in financial advising.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with investments, pensions, and tax planning, and how you can build long-term relationships with clients.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. This could be through examples of past client interactions or successful presentations you've delivered.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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.
✨Showcase Your Client Relationship Skills
Since this role involves building long-term relationships with clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you tailor your advice to meet individual client needs.
✨Prepare for Scenario Questions
Expect to face scenario-based questions where you'll need to demonstrate your problem-solving abilities. Think about potential client situations and how you would handle them, ensuring you can articulate your thought process clearly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client management or how they support their advisors. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
