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- Tasks: Manage high-net-worth clients and develop new business opportunities.
- Company: Expert Financial Planning firm with a focus on growth and client satisfaction.
- Benefits: Attractive salary, bonus scheme, and support for professional development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Minimum 3-4 years experience and a Diploma in Regulated Financial Planning.
- Other info: Opportunity to transition from self-employed to employed role with excellent career prospects.
The predicted salary is between 36000 - 60000 £ per year.
My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Businesses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks. The role could be based in the Harrogate offices, or elsewhere. You will be responsible for managing a HNW book of clients and developing new business.
Specific duties will include:
- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality Investment Advice in accordance with current regulations and within the firm's standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain existing clients
- Build and maintain a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations
- Identify new business opportunities and follow up leads
The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships and professional networks within the Financial Advice space; either way you'll have a minimum of 3-4+ years working within the arena. You will ideally have a client base, which you'll be able to bring across to the firm (discussions can be had with regards to your current client bank).
You will have a Diploma in Regulated Financial Planning at the minimum; a desire to become Chartered would be an advantage. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependent upon your skills, previous experience and current qualifications. The role would suit an Adviser who is seeking to transition across from self-employed to an employed position.
Employed Financial Adviser in Harrogate employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser in Harrogate
✨Network Like a Pro
Get out there and start networking! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that dream job.
✨Show Off Your Expertise
When you get the chance to meet potential employers or clients, don’t hold back! Share your knowledge about financial planning, investments, and client management. This will not only showcase your skills but also build trust with your audience.
✨Follow Up Like a Boss
After any meeting or networking event, make sure to follow up with a quick email or message. Thank them for their time and express your interest in working together. It keeps you on their radar and shows you're genuinely interested.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to go directly through us.
We think you need these skills to ace Employed Financial Adviser in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Employed Financial Adviser role. Highlight your experience with HNW clients and any relevant qualifications, like your Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your passion for financial planning and how you can contribute to our firm's success.
Showcase Your Network: Since building professional connections is key in this role, don’t forget to mention your existing network in your application. It shows us you’re proactive and ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the quickest way for us to receive your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and insurance products. Be ready to discuss how you've successfully managed HNW clients in the past and how you can bring value to the firm.
✨Showcase Your Network
Since building and maintaining a strong network is key for this role, come prepared with examples of how you've developed professional connections. Highlight any existing relationships that could benefit the firm and demonstrate your ability to generate new business.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the firm's culture, growth plans, and support for advisers. This shows your genuine interest and helps you assess if the firm aligns with your career goals.
✨Dress to Impress
First impressions matter, especially in finance. Dress professionally to convey your seriousness about the role. A smart appearance can set the tone for a positive interview experience.
