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- Tasks: Provide expert financial advice and manage client relationships.
- Company: Join a well-established firm of Independent Financial Planners in Leeds.
- Benefits: Enjoy a supportive work environment with a full client base to service.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in face-to-face financial advising on pensions and investments required.
- Other info: Ideal for seasoned advisors looking to grow in a reputable firm.
The predicted salary is between 43200 - 72000 £ per year.
NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team based from their Leeds Office.
With a full client base to service, this role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, ideally in an independent se…
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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
Make sure to highlight your experience in delivering face-to-face financial advice. This is crucial for the role, so be ready to discuss specific examples of how you've successfully managed client relationships and provided tailored solutions.
✨Tip Number 2
Familiarize yourself with the latest trends in pensions and investments. Being knowledgeable about current market conditions and regulatory changes will demonstrate your expertise and commitment to providing the best advice to clients.
✨Tip Number 3
Network with other financial professionals in the Leeds area. Building connections can provide valuable insights into the local market and may even lead to referrals or recommendations that could strengthen your application.
✨Tip Number 4
Prepare to discuss your approach to client service and retention. The firm is looking for someone who can not only attract new clients but also maintain and grow existing relationships, so have a strategy in mind to share.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of an Independent Financial Adviser. Familiarize yourself with the types of financial products mentioned, such as Pensions and Investments.
Tailor Your CV: Highlight your relevant experience in delivering face-to-face financial advice. Include specific examples of how you've successfully managed client relationships and provided tailored financial solutions.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss why you are a good fit for their team and how your experience aligns with their needs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at NJR Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience in delivering face-to-face financial advice. Highlight specific examples of how you've successfully managed client relationships and provided tailored solutions.
✨Know the Products Inside Out
Familiarize yourself with a variety of financial products, especially pensions and investments. Be ready to explain how these products can benefit clients and demonstrate your expertise in the field.
✨Understand the Company Culture
Research the firm’s values and culture. During the interview, express how your personal values align with theirs and how you can contribute positively to their team dynamic.
✨Prepare Questions for Them
Have insightful questions ready to ask the interviewers about their client base, company growth, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
