At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships across Yorkshire.
- Company: Dynamic financial advisory firm with a focus on personal development.
- Benefits: Guaranteed income for 6 months, flexible hours, and strong support package.
- Other info: Access to an existing client bank and opportunities for career growth.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial planning or mortgage advice; self-motivated and driven.
The predicted salary is between 45000 - 60000 £ per year.
This is a self-employed role, based in the Yorkshire area with hybrid or remote working options.
What’s in it for you:
- The opportunity for guaranteed income for the first 6 months and a strong support package.
- Qualified leads provided, working with an active client base.
- Flexible working hours and location.
- Support from a mentor with training and personal development opportunities.
Your responsibilities:
- Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region.
- Managing client enquiries and the advice process end-to-end.
- Booking appointments, fact finding, research and product recommendation.
- Preparing sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- If you have a mortgage qualification, providing mortgage advice can also be part of the remit.
- Building outstanding client rapport to generate future business.
- Delivering outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.
- Building and nourishing relationships with clients who value quality service.
- Being provided with an existing client bank, leads from existing business streams, organic referrals, and support to undertake pro-active business development and advertising to generate your own leads.
This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, with a wealth of support and opportunities for development. We are looking for a pro-active and quality-focused Financial Planner who can build long-term relationships based on trust.
You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must be self-motivated and driven to exceed customer expectations.
What will you need to succeed?
- We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress.
- You will benefit from a market-leading proposition.
- You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients.
- You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations.
- Base salary £27,500 with OTE of £45,000-£60,000.
Holistic Financial Adviser employer: Partnership-Recruitment
As a Holistic Financial Adviser with us, you will enjoy the flexibility of hybrid or remote working while being supported by a strong mentorship programme and guaranteed income for the first six months. Our vibrant work culture fosters personal development and offers access to an existing client bank across Yorkshire, ensuring you can build meaningful relationships and achieve your financial goals with confidence.
StudySmarter Expert Advice🤫
We think this is how you could land Holistic Financial Adviser
✨Tip Number 1
Network like a pro! Attend local events or join online groups related to financial advising. The more people you meet, the better your chances of landing that perfect role.
✨Tip Number 2
Don’t underestimate the power of social media. Use platforms like LinkedIn to showcase your expertise and connect with potential clients or employers. Share insights and engage with others in the industry!
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. A confident and clear presentation can make all the difference when meeting potential clients or employers.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you. Plus, it’s a great way to show your interest and commitment to joining our team.
We think you need these skills to ace Holistic Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Holistic Financial Adviser role. Highlight your experience in financial planning, client management, and any relevant qualifications to grab our attention!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can build long-term relationships with clients. Be genuine and let your personality come through.
Showcase Your Client-Centric Approach:In your application, emphasise your ability to provide quality advice and build rapport with clients. We want to see examples of how you've exceeded customer expectations in the past—this is key for us!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Partnership-Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, regulations, and the specific services you'll be advising on. Being able to discuss pensions, investments, and protection confidently will show that you're serious about the role.
✨Showcase Your People Skills
As a Holistic Financial Adviser, building rapport with clients is key. Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to listen, empathise, and provide tailored advice.
✨Demonstrate Your Proactivity
This role requires a self-motivated individual. Be ready to discuss how you've taken initiative in previous roles, whether that's through business development or finding innovative solutions for clients. Show them you can drive your own success!
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support structure, client base, and growth opportunities. This not only shows your interest but also helps you gauge if the role aligns with your career goals.
