Independent Financial Adviser
Independent Financial Adviser

Independent Financial Adviser

Sheffield Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients manage their wealth and provide tailored financial advice.
  • Company: Join a reputable wealth management practice known for trusted financial solutions.
  • Benefits: Enjoy an excellent salary and access to an existing client bank.
  • Why this job: Be part of a growing team that values expertise and client relationships.
  • Qualifications: Experience as a Financial Adviser is essential.
  • Other info: Opportunity to work with High Net Worth individuals and businesses.

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 Sheffield 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 independen…

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Independent Financial Adviser employer: NJR Recruitment

Our Client is an exceptional employer, offering a supportive work culture that values independence and expertise. With a focus on employee growth, they provide access to a robust existing client bank and competitive compensation, making it an ideal environment for experienced Financial Advisers looking to thrive in the Sheffield area.
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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 wealth management sector, especially those who have experience working with High Net Worth individuals. Attend industry events or join relevant online forums to make connections that could lead to referrals.

✨Tip Number 2

Research the specific financial products and services that are popular among High Net Worth clients. Being knowledgeable about these can help you stand out during discussions and demonstrate your expertise.

✨Tip Number 3

Prepare to discuss your previous successes in managing client portfolios and how you've helped clients achieve their financial goals. Real-life examples can showcase your skills and build trust with potential employers.

✨Tip Number 4

Stay updated on the latest trends and regulations in wealth management. Showing that you are proactive about your professional development can impress hiring managers and indicate that you are committed to providing the best service to clients.

We think you need these skills to ace Independent Financial Adviser

Financial Planning
Investment Strategies
Client Relationship Management
Regulatory Compliance
Risk Assessment
Market Analysis
Communication Skills
Negotiation Skills
Sales Skills
Portfolio Management
Analytical Skills
Problem-Solving Skills
Networking Skills
Attention to Detail

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Independent Financial Adviser position. Understand the key responsibilities and required qualifications to tailor your application effectively.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in wealth management and working with High Net Worth individuals. Use specific examples that demonstrate your success in providing financial solutions.

Showcase Your Skills: Make sure to highlight any relevant certifications or qualifications you possess, such as CFP or equivalent. Discuss your skills in client relationship management and financial planning.

Personalize Your Application: Address your cover letter to the hiring manager if possible, and express why you are specifically interested in this opportunity with the company. Mention how your values align with their reputation for trusted financial solutions.

How to prepare for a job interview at NJR Recruitment

✨Showcase Your Expertise

As an Independent Financial Adviser, it's crucial to demonstrate your knowledge of financial products and market trends. Be prepared to discuss specific strategies you've implemented in the past and how they benefited your clients.

✨Highlight Client Relationships

Since the role involves working with High Net Worth individuals, emphasize your experience in building and maintaining strong client relationships. Share examples of how you've successfully managed client portfolios and addressed their unique financial needs.

✨Understand the Company's Values

Research the wealth management practice's reputation and values. During the interview, align your answers with their mission and demonstrate how your approach to financial advising complements their philosophy.

✨Prepare Questions for Them

Interviews are a two-way street. Prepare insightful questions about their existing client bank, growth plans, and team dynamics. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Independent Financial Adviser
NJR Recruitment
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  • Independent Financial Adviser

    Sheffield
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-02-24

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    NJR Recruitment

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