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- Tasks: Provide expert financial advice on pensions, investments, and tax planning to clients.
- Company: Join a growing and ambitious financial adviser practice with a stable team.
- Benefits: Competitive salary with potential earnings of £75k-£80k plus great benefits.
- Why this job: Make a real impact by helping clients achieve their financial goals in a flexible environment.
- Qualifications: Must have Level 4 Diploma and proven experience as a Financial Adviser.
- Other info: Enjoy full admin support and a dynamic workplace culture.
The predicted salary is between 60000 - 84000 £ per year.
An excellent opportunity has arisen within a growing and ambitious financial adviser practice for an experienced financial adviser. The firm has successfully grown year-on-year and now has a new role for an experienced adviser to join an established and stable team.
Employed role, providing advice across the full range of financial planning, covering pensions, investments, tax planning, savings and protection. Identifying client needs and providing excellent standards of client service. You will be provided with a client portfolio to service and develop. Full administration and paraplanning support provided. Flexible working environment.
What you'll need to succeed:
- Essential to be minimum Level 4 Diploma qualified with a proven track record as a Financial Adviser / IFA in a client-facing role.
- Strong client servicing and retention skills.
- Experience of working with higher net worth clients desirable.
What you'll get in return:
Employed role offering a highly competitive basic salary and the opportunity to realistically earn £75k-£80k plus a good benefits package.
Employed Adviser/IFA: Client Bank Provided in Manchester employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Adviser/IFA: Client Bank Provided in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to a great position.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their goals, especially in client servicing and retention. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to financial advising and how you can add value to their team. Highlight your experience with higher net worth clients to stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Employed Adviser/IFA: Client Bank Provided in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant client-facing roles to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial advising. Share specific examples of how you've provided excellent client service and retained clients, as this is key for the role.
Showcase Your Achievements: Don’t just list your responsibilities; we want to see your achievements! Quantify your successes where possible, like how much you’ve grown a client portfolio or improved client satisfaction.
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 from our team!
How to prepare for a job interview at hays-gcj-v4-pd-online
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax planning. Be ready to discuss how you've successfully managed client portfolios in the past and how you can bring that experience to the new role.
✨Showcase Your Client Skills
Since this role is all about client service, prepare examples of how you've built and maintained strong relationships with clients. Think about specific situations where you went above and beyond to meet a client's needs.
✨Understand the Company Culture
Research the firm’s values and culture. Be prepared to explain why you want to work there and how you align with their mission. This shows you're not just looking for any job, but that you're genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client retention or how they support advisers in developing their portfolios. This demonstrates your interest in the role and helps you assess if it's the right fit for you.
