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- Tasks: Provide independent financial advice to high-income clients through remote meetings.
- Company: Established and progressive firm of Independent Financial Advisers.
- Benefits: Competitive salary, rewarding bonus structure, and full support for career growth.
- Other info: No client bank required; all leads provided for your success.
- Why this job: Join a dynamic team and make a real difference in clients' financial planning.
- Qualifications: Minimum Level 4 Diploma qualified with proven experience as a Financial Adviser.
The predicted salary is between 50000 - 65000 £ per year.
Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work with good quality clients, typically high-income earners.
Employed role providing independent advice across the full range of financial planning. Your own client bank is not a requirement as all leads will be provided. This will include reviewing the client's current pension arrangements, pension consolidation, reviewing existing protection arrangements and providing advice on investments. No travel required as you will be providing advice via remote meetings or over the telephone.
Essential to be minimum Level 4 Diploma qualified, and have proven experience as a Financial Adviser. Will also consider an experienced Paraplanner with good client skills seeking to step into an advisory role.
Employed role offering a highly competitive package including a good basic salary and a rewarding bonus structure.
Independent Financial Adviser - Financial Planning in Manchester employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Financial Planning 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 opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for virtual interviews! Since this role involves remote meetings, make sure you’re comfortable with video calls. Test your tech beforehand, dress professionally, and have your notes handy to show you mean business.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss your experience with financial planning and how you've helped clients in the past. Use specific examples to demonstrate your skills and knowledge.
✨Tip Number 4
Apply through our website! We’ve got loads of great opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves and you’ll be one step closer to landing that dream job.
We think you need these skills to ace Independent Financial Adviser - Financial Planning in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your Level 4 Diploma and any relevant financial advising experience to catch our eye!
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, focusing on your client management skills and your passion for financial planning.
Showcase Your Client Skills: Since we’re looking for someone with great client skills, be sure to include examples of how you've successfully managed client relationships in the past. This will help us see how you can connect with our high-income clients.
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 us!
How to prepare for a job interview at Hays
✨Know Your Financial Stuff
Make sure you're up to speed with the latest financial regulations and products. Brush up on your knowledge of pensions, investments, and protection arrangements. Being able to discuss these topics confidently will show that you're ready to provide independent advice.
✨Showcase Your Client Skills
Since this role involves working with high-income earners, it's crucial to demonstrate your ability to build rapport and trust. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues effectively.
✨Prepare for Remote Meetings
As you'll be advising clients remotely, practice your virtual communication skills. Ensure you have a quiet, professional space for the interview and test your tech beforehand. This will help you come across as polished and prepared.
✨Understand the Firm's Values
Research the firm’s joint ventures and their approach to financial planning. Being able to articulate how your values align with theirs will show that you're genuinely interested in the role and can contribute positively to their team.