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For Companies At a Glance
- Tasks: Provide expert advice on pensions, investments, and tax planning through hybrid consultations.
- Company: Reputable Financial Advisory Firm based in Sheffield with a strong client base.
- Benefits: Flexible working options, great benefits, and support for professional development.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Chartered Level 6/7 or Diploma-qualified with ambition to advance.
- Other info: Enjoy a supportive environment with opportunities for career growth.
The predicted salary is between 36000 - 60000 £ per year.
A Financial Advisory Firm based in Sheffield seeks an experienced Professional Financial Adviser to provide expert advice on pensions, investments, and tax planning. This role involves a mix of telephone and face-to-face consultations, offering flexibility with hybrid working options.
Candidates should ideally have Chartered Level 6/7 qualifications or be Diploma-qualified with aspirations to study towards Chartered levels. Great benefits are available, along with an established client bank to manage.
Hybrid Financial Adviser: Investments, Pensions & Tax in Sheffield employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Adviser: Investments, Pensions & Tax in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars to meet potential employers and showcase your expertise in pensions, investments, and tax planning.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or face-to-face, make sure you can confidently explain your qualifications and experience. Tailor your approach to highlight how you can add value to their existing client bank.
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest developments in financial advice will not only impress potential employers but also show that you're committed to continuous learning, especially if you're aiming for Chartered levels.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team and ready to hit the ground running!
We think you need these skills to ace Hybrid Financial Adviser: Investments, Pensions & Tax in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in pensions, investments, and tax planning. We want to see how your skills align with the role, so don’t be shy about showcasing your Chartered Level 6/7 qualifications or your journey towards them!
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 bring value to our team. We love hearing personal stories that connect your experience to the role.
Showcase Your Client Management Skills: Since you'll be managing an established client bank, it’s important to demonstrate your ability to build and maintain relationships. Share examples of how you've successfully managed clients in the past and the impact you’ve made.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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, and tax planning. Be ready to discuss recent changes in regulations or market trends that could impact clients. This shows you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully advised clients on financial matters. Highlight any challenges you faced and how you overcame them. This will demonstrate your problem-solving skills and ability to build client relationships.
✨Practice Your Communication Skills
Since this role involves both telephone and face-to-face consultations, practice articulating complex financial concepts in simple terms. You want to ensure that clients feel comfortable and informed, so being clear and approachable is key.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the firm's approach to client management or their expectations for the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
