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- Tasks: Provide personal financial advice to clients via video and in-office meetings.
- Company: A respected Financial Planning practice with exciting growth plans.
- Benefits: Supportive team, career growth opportunities, and warm business leads.
- Why this job: Join a dynamic team and make a real impact in financial advising.
- Qualifications: Diploma level 4 qualified with experience in regulated advice roles.
- Other info: Ambitious growth plans mean excellent future opportunities for advancement.
The predicted salary is between 36000 - 60000 £ per year.
A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for a Financial Advisor to join their Harrogate-based offices (walking distance from the train station).
The role incorporates providing whole of the market personal financial advice to new and existing clients via video channels and some in‑office meetings too. This will predominantly be via existing relationships, introducers and warm leads.
- Providing regulated advice across a broad product range including investments and pensions
- Giving clear, concise and ethical advice to new and existing clients
- Developing new avenues of business via first‑class service and client outcomes
- Ensuring sufficient client information is gathered prior to researching and presenting the best possible options
- Ensuring all supporting documents are maintained
- Making sure Statement of Professional Standing (SPS) is held at all times
- Upholding the values and ethics of the organisation
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status and be able to demonstrate experience and success in a previous/current regulated advice role.
Joining the organisation at this time would be an excellent career opportunity as the company has ambitious yet achievable plans for growth over the coming years and the Desk‑Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration and influence in the coming years.
An extremely supportive team, full back‑office support and genuinely warm business leads make this an excellent opportunity for the right applicant.
Desk-based Financial Advisor employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk-based Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for a Desk-based Financial Advisor role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get comfy with video calls! Since this role involves providing advice via video channels, practice your virtual communication skills. Set up mock meetings with friends or family to refine your approach and ensure you come across as professional and approachable.
✨Tip Number 3
Showcase your expertise! Prepare a portfolio of case studies or examples of how you've successfully provided financial advice in the past. This will help you stand out during interviews and demonstrate your ability to deliver clear and ethical advice.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of being noticed. Plus, it’s super easy to keep track of your applications that way!
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Desk-based Financial Advisor role. Highlight your Diploma level 4 qualifications and any relevant experience in providing regulated advice. We want to see how your skills align with our values and the specific requirements of the job.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our growth plans. Be sure to mention your experience with client relationships and ethical advice, as these are key to us.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it's successful client outcomes or developing new business avenues, we want to know how you've made an impact in your past positions.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments and pensions. Be ready to discuss how you've provided clear and ethical advice in your previous roles, as this will show you're a good fit for the company's values.
✨Showcase Your Experience
Prepare specific examples of how you've successfully built relationships with clients and introducers. Highlight any instances where you've turned warm leads into successful outcomes, as this aligns perfectly with what they're looking for.
✨Be Client-Centric
During the interview, emphasise your commitment to client service. Discuss how you gather client information effectively and present tailored options, demonstrating that you prioritise their needs and ensure they receive the best possible advice.
✨Align with Their Growth Vision
Research the company’s growth plans and be ready to discuss how you can contribute to their ambitious goals. Show enthusiasm for the opportunity to develop within the role and how you can help drive the Desk-Based Advisor division forward.
