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For Companies At a Glance
- Tasks: Help clients make smart financial choices, focusing on pensions and retirement planning.
- Company: Join an award-winning national firm known for its supportive culture and strong reputation.
- Benefits: Enjoy uncapped commission, competitive bonuses, 25 days holiday, and private medical insurance.
- Why this job: This role offers flexibility, career growth, and the chance to make a real impact on clients' lives.
- Qualifications: You need at least 2 years of experience as a financial adviser and CAS status.
- Other info: Receive high-quality leads from major UK corporate firms to boost your success.
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.
You will be supported by the wider business and will be provided with high quality and pre-qualified leads from some of the UK's largest corporate firms!
Benefits:- Uncapped Commission & Competitive Bonus Structure
- Supportive and well-established firm with a strong reputation
- 25 days + bank holidays + Option to apply for 3 additional days
- Discretionary bonus scheme
- Private medical insurance
- 6% employer pension contribution
The ideal candidate for this role will have a minimum of 2 years experience as a financial adviser, will hold CAS status, and will be experienced within pensions advice as this will make up around 60% of your cases.
This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package.
If this home-based financial adviser role sounds like it could be for you, and you would like some more information please send your CV to Alex.merrick@idexconsulting.com.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend webinars, workshops, or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions and retirement planning. Being knowledgeable about current regulations and market changes will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with pre-qualified leads and how you've successfully converted them into clients. This will demonstrate your ability to thrive in a supportive environment.
✨Tip Number 4
Research the company’s values and culture. Tailor your conversations to reflect how your personal values align with theirs, showing that you’re not just a fit for the role but also for the team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your pensions advice expertise. Use specific examples to demonstrate your success in this area.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working for an award-winning national firm and how you can contribute to their success.
Highlight Relevant Experience: In your application, emphasise your CAS status and any relevant certifications. Detail your experience with financial planning and how it aligns with the responsibilities of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to pensions and retirement planning, as these will likely come up during your interview.
✨Demonstrate Your Experience
With a minimum of 2 years' experience required, be prepared to discuss specific cases where you've successfully advised clients. Highlight your CAS status and any relevant achievements that showcase your expertise in pensions advice.
✨Understand the Company Culture
Research the firm’s values and reputation in the industry. Be ready to explain why you want to work for them specifically and how you align with their mission of helping employees make informed financial decisions.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the support you'll receive, the types of leads provided, and opportunities for career growth within the company. This shows your genuine interest in the role.
