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- Tasks: Engage with clients, present financial options, and conduct annual reviews.
- Company: Join a successful IFA Practice known for unique financial solutions across the UK.
- Benefits: Enjoy a competitive salary, generous bonuses, private healthcare, and 25 days leave plus your birthday off.
- Why this job: Be part of an ambitious team in a thriving company focused on client success and personal growth.
- Qualifications: Minimum 3 years experience as a financial planner and Level 4 Diploma qualified.
- Other info: This role requires passing a credit check and DBS check.
The predicted salary is between 42000 - 84000 £ per year.
Our Client is a highly successful and innovative IFA Practice based in the Middlesbrough region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth, they are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team. This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing face-to-face advice to clients.
What's in it for you?
- Great basic salary
- Generous bonus structure
- Full admin and paraplanning support
- Clients provided
- 25 days annual leave & Bank Holidays
- Additional day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Excellent Training and Development
As an experienced Wealth Planner, you will acquire new clients through referrals and by pro-actively presenting the service to potential clients, as well as servicing an existing client base.
Duties will include:
- Speaking to clients in person, through video calls and telephone
- Conduct thorough fact finds
- Present financial options to clients
- Work with the paraplanning and compliance teams
- Conduct annual reviews
What we need from you:
- Minimum 3 years of previous experience as a financial planner, preferably from an independent setting
- A strong knowledge of a range of pensions, investments and more complex financial products including VCTs
- Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
- Excellent communication skills
- Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *
If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR15747#FIN.
Financial Adviser employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with High Net Worth individuals. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Stay updated on the latest financial products and regulations. This will not only enhance your knowledge but also demonstrate your commitment to providing the best advice to clients during interviews.
✨Tip Number 3
Prepare to discuss your previous client successes and how you’ve built relationships in your past roles. Being able to share specific examples will showcase your experience and ability to attract new clients.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their unique selling points and be ready to explain how your skills and experience align with their mission and values.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planner, especially focusing on your knowledge of pensions, investments, and complex financial products. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to this specific role. Mention your previous experience in independent settings and how it aligns with the company's reputation for providing unique financial solutions.
Highlight Relevant Qualifications: Clearly state your qualifications, particularly your Level 4 Diploma and any progress towards Chartered status. This is crucial for demonstrating your expertise and commitment to the field.
Prepare for Compliance Checks: Since this is a regulated role, be ready to provide information for credit checks, DBS checks, and regulated references. Mention your understanding of these requirements in your application to show you are prepared.
How to prepare for a job interview at NJR Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, especially pensions and investments. Be prepared to discuss how these can benefit clients, as this will demonstrate your expertise and ability to provide tailored advice.
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need excellent communication skills. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you can effectively engage with clients both in person and through digital platforms.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations. Think about past experiences where you've successfully navigated challenges and be ready to share those examples.
✨Research the Company
Familiarise yourself with the company's values, mission, and the unique financial solutions they offer. This knowledge will help you align your answers with their goals and show that you're genuinely interested in being part of their team.
