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- Tasks: Provide expert financial advice on investments, pensions, and tax planning to clients.
- Company: Independent Financial Advisory firm based in Sheffield with a strong client base.
- Benefits: Great benefits, hybrid working options, and support for professional development.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Chartered Level 6/7 or Diploma qualified candidates welcome.
- Other info: Manage an existing client bank and enjoy flexible working arrangements.
The predicted salary is between 36000 - 60000 £ per year.
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products.
We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working.
We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level.
A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with very loose hybrid working options.
Employed Financial Adviser in Sheffield 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 Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those in Yorkshire. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of pensions, investments, and tax planning. We want you to showcase your expertise and how you can provide value to clients right from the get-go.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, we love seeing candidates who take the initiative to apply directly!
We think you need these skills to ace Employed Financial Adviser in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your qualifications, especially if you have Chartered Level 6/7 or Diploma qualifications, as this is what we’re looking for!
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 Independent Financial Advisory firm. Mention your experience in providing financial advice and how you can add value to our clients.
Showcase Your Client Management Skills: Since you'll be managing an existing client bank, it's crucial to demonstrate your ability to build and maintain relationships. Share examples of how you've successfully managed client portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Lime Professional Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, tax planning, and insurance products. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised clients. Highlight how your advice led to positive outcomes, especially in the Yorkshire area, as this will resonate with the firm's client base.
✨Understand the Hybrid Model
Since the role involves both telephone and face-to-face advice, be ready to discuss how you adapt your communication style. Share any experiences you have with hybrid working and how you maintain client relationships in both settings.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s existing client bank and their approach to financial advising. This shows your genuine interest in the role and helps you gauge if the company aligns with your career goals.
