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For Companies At a Glance
- Tasks: Engage with clients, present financial options, and conduct annual reviews.
- Company: Join a successful IFA practice known for unique financial solutions in East Yorkshire.
- Benefits: Enjoy a competitive salary, generous bonuses, private healthcare, and 25 days off plus your birthday.
- Why this job: Be part of an ambitious team in a growing business that values training and development.
- Qualifications: Minimum 3 years experience as a financial planner and Level 4 Diploma qualified.
- Other info: This is a regulated role requiring a credit check and DBS check.
The predicted salary is between 43000 - 65000 £ per year.
Our Client is a highly successful and innovative IFA Practice based in the East Yorkshire area, 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 independent 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 and to introducers such as lawyers and other professional advisers, 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 NJR15689.
Independent Financial Adviser employer: NJR Recruitment
Contact Detail:
NJR Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent 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 seminars to meet potential clients and introducers like lawyers, which can help you build valuable connections.
✨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, making you a more attractive candidate for the role.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've helped them achieve their financial goals. Being able to share specific examples will showcase your expertise and ability to deliver results, which is crucial for this position.
✨Tip Number 4
Familiarise yourself with the company’s values and mission. Tailoring your approach to align with their ethos will show that you are genuinely interested in becoming part of their team and contributing to their success.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planner, particularly in independent settings. Emphasise your knowledge of pensions, investments, and complex financial products to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining the company. Mention specific reasons why you are interested in their innovative approach and how your skills can contribute to their success.
Highlight Relevant Qualifications: Clearly state your qualifications, especially your Level 4 Diploma and any progress towards Chartered status. This will demonstrate your commitment to professional development in the financial services sector.
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 clean record and readiness to comply with these requirements in your application.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial planner, especially if it’s from an independent setting. Be prepared to discuss specific cases where you successfully acquired new clients or provided unique financial solutions.
✨Demonstrate Your Knowledge
Brush up on your knowledge of pensions, investments, and complex financial products like VCTs. During the interview, be ready to discuss how you would present these options to clients and tailor solutions to their needs.
✨Communicate Effectively
Excellent communication skills are crucial for this role. Practice articulating your thoughts clearly and confidently, whether discussing financial strategies or answering questions about your approach to client relationships.
✨Prepare Questions
Have a list of insightful questions ready to ask the interviewer. This shows your genuine interest in the company and the role, and it can help you assess if the firm aligns with your career goals.
