At a Glance
- Tasks: Provide expert financial advice to a diverse client portfolio, focusing on pensions and investments.
- Company: Established financial advisory firm with a strong growth trajectory and flexible working culture.
- Benefits: Above-market salary, bonus structure, and comprehensive benefits package.
- Other info: Enjoy a supportive environment with excellent long-term career growth opportunities.
- Why this job: Join a forward-thinking team and make a real impact on clients' financial futures.
- Qualifications: 3-5 years of experience as a Financial Adviser with strong client relationship skills.
The predicted salary is between 60000 - 80000 £ per year.
Your new company: Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisory company for an experienced Financial Planner to take over the client bank of a retiring adviser. The company has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue to be provided with high levels of service. Flexible working culture, no requirement to be in the office.
Your new role: Employed position and client-facing role providing advice across the full range of financial planning with a particular focus on pensions and investments. You will be provided with a client portfolio of mid-upper tier clients, including higher value clients with more complex financial planning needs. Full administration and paraplanning support provided.
What you'll need to succeed: Proven experience as a Financial Adviser is essential (minimum 3-5 years), strong financial planning experience, client servicing skills, new business development skills, the ability to build and retain client relationships.
What you'll get in return: Employed role offering an above-market rate basic salary plus a bonus structure which will enable you to earn bonus from the outset with no validation. 6-figure earnings are realistically achievable. Good benefits package. This is an excellent long-term career opportunity for an adviser seeking to join a well-run financial planning business with a clear focus and direction in a role which is providing you with good clients to work with and the support to enable you to maximise your time in front of clients.
What you need to do now: If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Financial Adviser/IFA Client Bank Provided in Cheltenham employer: Hays
Join a forward-thinking financial advisory company that prioritises employee growth and offers a flexible working culture, allowing you to thrive in your role as a Financial Adviser. With a strong focus on client service and a supportive environment, you'll benefit from a provided client bank, comprehensive administration support, and an attractive compensation package that rewards your expertise and dedication. This is an exceptional opportunity to advance your career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser/IFA Client Bank Provided in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their values and services. We want you to show them that you’re not just another candidate, but someone who genuinely aligns with their mission and can bring value to their client base.
✨Tip Number 3
Practice your pitch! You’ll need to articulate your experience and how it relates to the role of a Financial Adviser. We suggest rehearsing with a friend or in front of a mirror until you feel confident and natural.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can set you apart from other candidates. And remember, apply through our website for the best chance!
We think you need these skills to ace Financial Adviser/IFA Client Bank Provided in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Financial Adviser. Focus on your client servicing skills and any specific achievements in financial planning that align with the role.
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, mentioning your experience with pensions and investments, and how you can contribute to the company's growth.
Showcase Your Client Relationships:In your application, emphasise your ability to build and retain client relationships. Share examples of how you've successfully managed client portfolios and met their complex financial needs.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Hays
✨Know Your Numbers
As a Financial Adviser, you need to be on top of your game with numbers. Brush up on key financial metrics and trends relevant to the company and the clients you'll be working with. This shows that you're not just experienced but also proactive in understanding the market.
✨Client-Centric Approach
Prepare to discuss how you've successfully built and maintained client relationships in the past. Think of specific examples where your client servicing skills made a difference. This will demonstrate your ability to provide high levels of service, which is crucial for this role.
✨Showcase Your Planning Skills
Be ready to talk about your experience with pensions and investments. Prepare a case study or two that highlights your financial planning expertise, especially with complex needs. This will help you stand out as someone who can handle the client portfolio effectively.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth plans and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
