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- Tasks: Join our team to provide tailored financial advice and support clients in achieving their goals.
- Company: A leading independent Financial Advisory firm, dedicated to holistic financial planning since 2014.
- Benefits: Enjoy a competitive salary and hybrid working options for a balanced lifestyle.
- Why this job: Make a real impact on clients' lives while growing your expertise in a supportive environment.
- Qualifications: Chartered Financial Adviser or close to qualification, with strong technical knowledge and paraplanning experience.
- Other info: Located in Nottingham, apply by October 30th to join our dynamic team!
The predicted salary is between 36000 - 60000 £ per year.
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.
We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. Specifically, you’ll be responsible for:
- Working collaboratively with our paraplanners to give advice to our clients to help them best achieve their goals.
- Presenting lifetime cashflow forecasts with multiple scenarios.
- Presenting financial plans with our advice and suitability reports for regulated recommendations.
- Managing a portfolio of clients, delivering scheduled reviews, and all advice needed during the year.
- Meeting prospective clients to assess the advice they need and propose how we can best help them.
- Supporting other members of the Balance team with strong technical knowledge.
- Nurturing all client relationships, as well as important professional relationships.
We require a Chartered Financial Adviser (possibly will consider someone who is very close to Chartered qualification level) with strong technical knowledge and a number of years of Technical Paraplanning experience. We require you to have Pension Transfer qualifications and experience in preparing defined benefit pension advice. You will work holistically, seeing a client’s ‘big picture’ and working out how they can best achieve their life goals. You may already be using the Kinder Institute life planning approach or something similar and must be comfortable in a wide range of Financial Planning areas. You will also have cash flow modelling experience ideally using Voyant, as well as being an effective communicator at all levels.
A great salary is offered with this role, as well as hybrid working options.
Chartered Financial Adviser employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with current Chartered Financial Advisers. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the Kinder Institute life planning approach or similar methodologies. Being able to discuss these concepts during interviews will demonstrate your commitment to holistic financial planning and your readiness for the role.
✨Tip Number 3
Brush up on your cash flow modelling skills, particularly using Voyant. If you can showcase your ability to create detailed lifetime cashflow forecasts, it will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience in managing client relationships and delivering tailored advice. Think of specific examples where you've successfully nurtured client relationships or provided valuable financial guidance.
We think you need these skills to ace Chartered Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Chartered Financial Adviser. Familiarise yourself with the specific skills and qualifications required, such as Pension Transfer qualifications and cash flow modelling experience.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning, technical paraplanning, and client relationship management. Emphasise any experience with cash flow modelling tools like Voyant and your approach to holistic financial planning.
Craft a Compelling Application Statement: In your application statement, clearly articulate why you are interested in this position and how your background aligns with the firm's goals. Mention your experience with the Kinder Institute life planning approach or similar methodologies.
Proofread and Submit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your CV and application statement are clear, concise, and free of mistakes to make a strong impression.
How to prepare for a job interview at Lime Search & Select Ltd
✨Showcase Your Technical Knowledge
As a Chartered Financial Adviser, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss your experience with pension transfers and defined benefit pension advice, as well as your familiarity with cash flow modelling tools like Voyant.
✨Emphasise Holistic Financial Planning
Highlight your ability to see the 'big picture' when it comes to financial planning. Discuss how you approach clients' goals holistically and provide examples of how you've successfully helped clients achieve their life objectives through tailored financial strategies.
✨Prepare for Client Interaction Scenarios
Since you'll be meeting prospective clients, practice how you would assess their needs and propose solutions. Prepare to role-play scenarios where you present lifetime cashflow forecasts and financial plans, ensuring you can communicate complex information clearly and effectively.
✨Demonstrate Team Collaboration Skills
The role involves working closely with paraplanners and other team members. Be ready to share examples of how you've collaborated in the past, showcasing your ability to support colleagues and contribute to a positive team environment while nurturing client relationships.
