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: Dynamic role with high support for skill development and networking.
- Why this job: Kickstart your advisory career with real impact 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 Swindon 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 you the chance to build meaningful client relationships while receiving high levels of support to enhance your advisory skills. Enjoy a competitive salary, bonuses, and the opportunity to attend networking events, making it an ideal environment for ambitious individuals in the early stages of their advisory careers.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Adviser / IFA in Swindon
✨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 areas like pension and investment planning. 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 advice clearly and confidently. This will impress interviewers and show them you're the right fit for their team.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills and ambitions. Plus, we’re here to support you every step of the way in your job search.
We think you need these skills to ace Junior Adviser / IFA in Swindon
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, apply directly 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 practical experience.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key in this role, prepare examples of how you've successfully managed client interactions in the past. Think about times when you’ve gone above and beyond to meet a client's needs, whether face-to-face or remotely.
✨Demonstrate Your Ambition
This position is perfect for someone looking to progress in their career. Be sure to express your long-term goals and how this role fits into your career path. Companies love to see candidates who are driven and have a clear vision for their future.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about the company's approach to client service, opportunities for professional development, or how they support advisers in building their portfolios. It shows you're genuinely interested and engaged.
