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- Tasks: Provide clients with top-notch financial planning and advice tailored to their goals.
- Company: Join a leading financial advisory firm in a supportive and dynamic environment.
- Benefits: Enjoy 25 days holiday, birthday leave, and an electric car scheme.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Experience in financial planning and strong communication skills are essential.
- Other info: Flexible hours and opportunities for professional development await you.
The predicted salary is between 36000 - 60000 £ per year.
We are currently looking for an experienced Financial Planner to join our team in Chorley. The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
Office: Perspective (North West) Limited
Location: Chorley
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Job Requirements:
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Strong communication skills; and the ability to ask appropriate questions of clients.
- Good analytical skills, money management skills and planning skills.
- Enthusiasm and willingness to assist clients.
- Ability to manage own workload.
- Flexible/adaptable to cope with change.
- To be motivated, friendly and professional at all times; and provide impartial unbiased advice.
- Excellent time management to ensure appointments are scheduled with realistic time frames.
- Act in a professional manner when dealing with colleagues/stakeholders.
- Ability to work as part of a Team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate.
- Detailed understanding of the advice.
- Detailed understanding of planning.
- Detailed understanding of products and solutions to meet client needs.
- Up to date knowledge of the financial market place.
- Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.
Job Responsibilities:
- Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives.
- Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
- Provide first class financial planning and advice to both existing and prospective clients.
- Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection).
- Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
- Making recommendations to clients that meet their goals and ambitions.
- Delivering annual reviews to clients on an ongoing service proposition.
- Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
- Cultivating the client base and building relationships.
- Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients.
- Keeping abreast of new industry developments; and researching the market to ensure that knowledge is current.
- Keeping up to date with financial products and legislation.
- Ensuring compliance with all requirements of an FCA certified function holder.
- Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
- Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
- Ensuring that SPS via a recognised body is maintained at all times.
Job Benefits:
- 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave.
- E-Discount, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
- Birthday Day Off
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company No. 6455775 Perspective Financial Group Ltd Lancaster House Ackhurst Business Park Foxhole Road Chorley Lancashire PR7 1NY
Financial Adviser in Banks employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Banks
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, snappy introduction about yourself and your experience in financial planning. Make it memorable and tailored to the kind of clients you want to attract.
✨Tip Number 3
Show off your knowledge! Stay updated on the latest financial products and regulations. When you chat with potential employers or clients, drop some insights about market trends or new legislation. It’ll show you’re passionate and in the know!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you can showcase your enthusiasm and make sure your application gets the attention it deserves. Don’t miss out!
We think you need these skills to ace Financial Adviser in Banks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in providing first-class financial advice and your knowledge of FCA regulations. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of enthusiasm!
Showcase Your Skills: In your application, be sure to showcase your analytical skills, attention to detail, and ability to communicate complex information clearly. We’re looking for someone who can manage their workload effectively while being a team player.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at Perspective Financial Group!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and regulations, especially FCA guidelines. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Practice Makes Perfect
Rehearse common interview questions related to financial planning and client management. Think about how you would explain complex concepts simply, as this is key in your role. Role-playing with a friend can help you feel more at ease.
✨Show Your People Skills
Prepare examples of how you've built relationships with clients in the past. Highlight your communication skills and ability to ask the right questions. This will demonstrate your enthusiasm for helping clients achieve their financial goals.
✨Stay Current
Keep yourself updated on the latest trends in the financial market. Be ready to discuss recent developments or changes in regulations during your interview. This shows that you're proactive and committed to continuous learning.
