Employed Financial Adviser

Employed Financial Adviser

Leeds Full-Time 40500 £ / year No home office possible
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At a Glance

  • Tasks: Join us as a Financial Adviser, guiding clients on investments and pensions.
  • Company: We're an Independent Financial Advisory firm focused on empowering clients through financial planning.
  • Benefits: Enjoy a competitive salary, pension, bonuses, and travel expenses, plus employee ownership perks.
  • Why this job: Be part of a transformative company culture with profit-sharing opportunities and a focus on employee ownership.
  • Qualifications: You need a financial planning qualification and 2-5 years of advisory experience.
  • Other info: This role offers a unique chance to shape your career while benefiting from the company's success.

My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.

Take the next step in your career now, scroll down to read the full role description and make your application.

My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.

Due to this we now have a need to employ a Financial Adviser who will gradually take over around (Apply online only) clients from the principal fee earner of the business over the next year. The majority of the clients are coming from the Group Pension Schemes the company Advises you would need to have strong Pensions and Investments knowledge including income drawdown strategies.

We would be seeking a qualified (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc) Financial Adviser with around 2-5 years experience working in an Independent Financial Advice role. The starting salary for the role will be c£40k, with Pension (after 3 months), 4 x DIS (after 6 months), PMI (after 6 months), 20% New Business Bonus (with no threshold) & £45 / month travel expenses. You must have excellent communication skills both written and verbally.

The successful applicant will be a beneficiary of the Trust and have the opportunity to benefit from potential profit share and also any event on the future sale of the business

Employed Financial Adviser employer: Lime People Search & Select Ltd

As an Independent Financial Advisory firm undergoing a transformative Employee Ownership Trust (EOT) transition, we offer a unique opportunity for Financial Advisers to not only grow their careers but also become integral stakeholders in the company's future. Our supportive work culture prioritises employee well-being and professional development, with competitive benefits including a generous bonus structure, pension scheme, and health insurance, all designed to foster a rewarding and meaningful career in financial planning.
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Contact Detail:

Lime People Search & Select Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Employed Financial Adviser

✨Tip Number 1

Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current Financial Advisers. This can help you gain insights into the role and potentially get referrals.

✨Tip Number 2

Stay updated on the latest trends in pensions and investments. Subscribe to financial news outlets or follow thought leaders on social media. Demonstrating your knowledge during interviews can set you apart from other candidates.

✨Tip Number 3

Prepare for potential case studies or role-play scenarios during the interview process. Practising how you would handle client situations, especially regarding income drawdown strategies, can showcase your expertise and problem-solving skills.

✨Tip Number 4

Research the company’s transition to an Employee Ownership Trust. Understanding this shift will not only show your interest in the firm but also allow you to discuss how you can contribute to its success during your interview.

We think you need these skills to ace Employed Financial Adviser

Financial Planning
Pensions Knowledge
Investment Strategies
Income Drawdown Strategies
Client Relationship Management
Communication Skills
Analytical Skills
Regulatory Knowledge
Problem-Solving Skills
Sales Skills
Attention to Detail
Time Management
Negotiation Skills
Adaptability

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of an Employed Financial Adviser. Familiarise yourself with the key areas such as Pensions, Investments, and Retirement Planning, as well as the specifics of the company’s transition to an Employee Ownership Trust.

Tailor Your CV: Highlight your qualifications, especially your Full Certificate in Financial Planning or Diploma qualifications. Emphasise your 2-5 years of experience in Independent Financial Advice, focusing on relevant skills like client management and financial planning strategies.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the company's mission. Mention your strong communication skills and how they will benefit client relationships, particularly in managing Group Pension Schemes.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in the financial sector. A polished application reflects your professionalism.

How to prepare for a job interview at Lime People Search & Select Ltd

✨Showcase Your Financial Knowledge

Make sure to brush up on your knowledge of pensions and investments, especially income drawdown strategies. Be prepared to discuss specific cases or scenarios where you've successfully advised clients in these areas.

✨Demonstrate Communication Skills

Since excellent communication is key for this role, practice articulating complex financial concepts in a clear and concise manner. Consider doing mock interviews with friends or family to refine your delivery.

✨Understand the Company’s Transition

Familiarise yourself with the Employee Ownership Trust (EOT) model and how it impacts the company. Showing that you understand their current restructuring will demonstrate your genuine interest in the firm and its future.

✨Prepare Questions for Them

Have insightful questions ready about the company's vision post-EOT and how they plan to support their advisers. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.

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