At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Forward-thinking financial advisory company with a supportive culture.
- Benefits: Competitive salary, bonuses, flexible working, and career progression.
- Other info: Ideal for ambitious individuals seeking to develop their advisory skills.
- Why this job: Kickstart your advisory career with excellent support and growth opportunities.
- Qualifications: Level 4 Diploma qualified with experience in financial planning.
The predicted salary is between 30000 - 40000 £ per year.
Your new company
An excellent opportunity has arisen for an adviser within a well-established and forward-thinking financial advisory company. This is an ideal role for an adviser in the early stages of their advisory career seeking career progression.
Your new role
Providing holistic advice across the full range of financial planning with a focus on pension and investment planning, creating holistic financial plans tailored to clients' needs using cashflow planning. Advice areas will include pension switching, at retirement advice, new investments, investment transfers, tax and trusts, protection and long-term care. You will be provided with a client portfolio to service and develop, which will include annual reviews and writing new business, establishing and building strong client relationships both face to face and through remote meetings. You will be provided with a high level of support to develop your advisory skills, encouraged to attend networking events.
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified and have experience of providing clients with financial planning advice as a qualified Financial Adviser. This role will suit a recently qualified adviser or someone with 2-3 years' experience.
What you'll get in return
Employed role offering a highly competitive basic salary plus bonus and good benefits. Flexible working culture, no requirement to be in the office. An excellent long-term career move for an ambitious and driven individual seeking career progression.
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 on your career.
Junior Adviser / IFA in London employer: Hays
Join a well-established and forward-thinking financial advisory company that prioritises employee growth and development. With a flexible working culture and a strong emphasis on career progression, this role offers a competitive salary, bonuses, and the opportunity to build meaningful client relationships while receiving high levels of support in your advisory journey.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Adviser / IFA in London
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow advisers. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Tip Number 2
Showcase your skills! Create a portfolio that highlights your financial planning expertise, especially in pensions and investments. This will help you stand out when meeting potential employers.
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to holistic financial planning in a clear and engaging way. This will impress interviewers and show them you're the right fit for their team.
✨Tip Number 4
Don't forget to apply through our website! We have loads of great opportunities waiting for you, and applying directly can give you an edge over other candidates.
We think you need these skills to ace Junior Adviser / IFA in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your Level 4 Diploma and any relevant financial planning experience to catch our eye!
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 helped clients in the past, especially in areas like pension and investment planning.
Showcase Your Soft Skills:We love candidates who can build strong relationships with clients. Mention any experiences where you've successfully communicated or collaborated with others, whether face-to-face or remotely.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. It helps us keep track of your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Hays
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around pensions and investments. Be ready to discuss specific scenarios where you've provided advice or created financial plans, as this will show your understanding and experience in the field.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key, think of examples where you've successfully managed client interactions. Whether it's through face-to-face meetings or remote consultations, be prepared to share how you’ve established trust and rapport with clients.
✨Prepare for Scenario Questions
Expect questions that put you in real-life advisory situations. Practice how you would handle various client needs, such as pension switching or tax planning. This will demonstrate your problem-solving skills and ability to tailor advice to individual circumstances.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to client service or their support for professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
