At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive environment.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Other info: Genuine long-term career prospects and a strong existing client base.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and previous advisory experience required.
The predicted salary is between 50000 - 55000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.
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 recommendations to meet each client’s individual goals and circumstances.
Key Responsibilities
- Conducting detailed reviews of clients’ financial circumstances and objectives
- Preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching and recommending appropriate financial products and services
- Building and maintaining strong long-term client relationships
- Supporting clients in making informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients’ changing financial needs
- Liaising with providers, professional connections and internal teams
- Keeping up to date with industry regulations and market developments
- Producing clear and compliant financial reports
About You
- Level 4 Diploma qualified in Financial Planning (minimum requirement)
- Chartered status advantageous but not essential
- Previous experience as a Financial Adviser / Financial Planner / IFA
- Strong knowledge of pensions, investments, tax planning and protection
- Excellent communication and relationship-building skills
- Professional, organised and client-focused approach
- Able to work independently whilst contributing positively to the wider team
What’s on Offer
- £50,000 to £55,000 basic salary depending on experience
- Bonus structure + OTE £60,000+
- Existing client bank provided
- Full paraplanning and administrative support
- Established pipeline and long-term client relationships
- Supportive and established business environment
- Genuine long-term career prospects
- Additional benefits discussed at interview stage
Interested? Please apply with your updated CV.
Financial Planner in Silsden employer: Firestar Consulting
Join a well-established and growing firm in Silsden, West Yorkshire, where you will benefit from an existing client bank and a supportive team that allows you to focus on delivering high-quality financial advice. With a competitive salary, bonus potential, and genuine long-term career prospects, this company fosters a professional and collaborative work culture that prioritises employee growth and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Silsden
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Financial Planner role. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience as a Financial Planner. Engage with relevant content and connect with potential employers or colleagues in the industry.
✨Tip Number 3
Practice your pitch! When you get the chance to chat with potential employers, be ready to talk about your experience and how you can add value to their team. Tailor your conversation to highlight your strengths in building client relationships and delivering quality advice.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Financial Planner 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 as a Financial Planner or IFA.
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 built long-term client relationships and delivered high-quality financial advice in the past.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application is clear and professional. Use straightforward language and structure your documents well to demonstrate your ability to communicate effectively.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves and you can easily keep track of 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 financial products, especially in areas like pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in helping clients.
✨Showcase Your Relationship Skills
Since this role is all about building long-term client relationships, be prepared to share examples of how you've successfully managed client interactions 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 you might encounter and how you would approach them, ensuring you emphasise your holistic advice approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the existing client bank, team dynamics, or how the firm supports ongoing professional development. This shows your enthusiasm for the role and helps you gauge if it’s the right fit for you.
