At a Glance
- Tasks: Provide tailored financial advice to clients across the UK, helping them achieve financial freedom.
- Company: Her Invest empowers women with independent financial planning and advice for a brighter financial future.
- Benefits: Enjoy a competitive salary, bonus structure, and flexible self-employment options.
- Other info: Work from our Darlington office with excellent support from our Paraplanning and Administration team.
- Why this job: Join a passionate team dedicated to making a real difference in clients' lives while developing your career.
- Qualifications: Must be Level 4 qualified in financial planning with experience in building client relationships.
The predicted salary is between 31400 - 36000 £ per year.
Are you passionate about providing exceptional customer service, and offering financial advice that truly helps your clients to improve their financial situation and life opportunities? Her Invest is built on this passion - we help to support women on their path to financial freedom, by offering fully independent holistic financial planning and advice which is specifically tailored to their needs.
About The Role
We currently have an exciting opportunity for a qualified and experienced Independent Financial Adviser to join our team in Darlington. We are looking for someone who is highly motivated, ambitious and a real self-starter who will be able to work alongside our existing team. You will have responsibility for providing holistic financial advice to your clients, advising clients both locally, and all over the UK. We offer a workspace in our Darlington office, along with comfortable meeting areas for client meetings. Excellent in-house Paraplanning and Administration support is available within the team.
About You
- Level 4 qualified in financial planning
- Experienced and used to building long term client relationships
- Ability to self-manage and communicate confidently with colleagues and clients
- Good holistic knowledge across protection, pensions, estate, and investment planning
In return we can offer a competitive salary and bonus structure, or the opportunity to work self-employed if you prefer.
Please note that we can only accept applications from candidates who are based in the UK.
Independent Financial Advisor in Darlington employer: Her Invest
Her Invest is an exceptional employer dedicated to empowering women on their journey to financial independence. With a supportive work culture in Darlington, we offer comprehensive in-house Paraplanning and Administration support, fostering an environment where you can thrive professionally while making a meaningful impact on clients' lives. Our commitment to employee growth, competitive salary structures, and the flexibility of self-employment options make us an attractive choice for motivated financial advisors.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Darlington
✨Tip Number 1
Network with professionals in the financial services industry, especially those who focus on holistic financial planning. Attend local events or webinars to connect with potential colleagues and clients, which can help you get noticed by Her Invest.
✨Tip Number 2
Familiarise yourself with the specific needs of women in financial planning. Research common challenges they face and be prepared to discuss how your approach can address these issues during any conversations with the hiring team.
✨Tip Number 3
Demonstrate your self-management skills by sharing examples of how you've successfully built long-term client relationships in previous roles. This will show that you can thrive in a self-starter environment like Her Invest.
✨Tip Number 4
Prepare to discuss your holistic knowledge across various financial areas such as protection, pensions, and investments. Being able to articulate your expertise in these areas will set you apart from other candidates.
We think you need these skills to ace Independent Financial Advisor in Darlington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 qualification in financial planning and any relevant experience you have in building long-term client relationships. Use specific examples to demonstrate your ability to provide holistic financial advice.
Craft a Compelling Cover Letter:In your cover letter, express your passion for helping clients achieve financial freedom, particularly women. Mention how your skills align with the values of Her Invest and your motivation to join their team.
Showcase Your Communication Skills:Since the role requires confident communication with colleagues and clients, include examples in your application that showcase your interpersonal skills and ability to self-manage effectively.
Research Her Invest:Familiarise yourself with Her Invest's mission and services by visiting their website. This will help you tailor your application and prepare for potential interview questions about their approach to financial planning.
How to prepare for a job interview at Her Invest
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for helping clients improve their financial situations. Share specific examples of how you've made a positive impact in previous roles, as this aligns with Her Invest's mission.
✨Demonstrate Holistic Knowledge
Prepare to discuss your understanding of various financial planning areas, including protection, pensions, estate, and investment planning. Be ready to provide examples of how you've applied this knowledge in real-life scenarios.
✨Highlight Relationship-Building Skills
Since building long-term client relationships is crucial, come prepared with stories that showcase your ability to connect with clients. Discuss how you maintain these relationships over time and the strategies you use to ensure client satisfaction.
✨Be Ready to Discuss Self-Management
As a self-starter, it's important to demonstrate your ability to manage your own workload effectively. Prepare to talk about how you prioritise tasks, set goals, and stay motivated while working independently.
