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- Tasks: Provide expert financial advice on investments and pensions to clients remotely.
- Company: Independent financial planning firm with a strong client base.
- Benefits: Competitive salary plus bonuses, flexible remote work, and full support.
- Other info: Great opportunity for ambitious individuals seeking career growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Diploma and experience as a Financial Adviser/Planner required.
The predicted salary is between 80000 - 100000 £ per year.
Independent Financial Adviser - Remote/Home Based
Client Base Provided
Salary plus bonuses OTE £80,000-£100,000
An Independent Financial Planning firm. The role is remote/home based and there will be clients to service and nurture. The advice can be given by video, face to face or by phone if required. They also offer full paraplanning and administration support along with market leading IT and software.
In return, there is a competitive package with a negotiable bonus structure genuine OTE of £80,000-£100,000 which is aimed at rewarding the IFA/Financial Planner for the high level of service required.
This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be a minimum of Diploma and have experience as a Financial Adviser/Planner/IFA.
Please send your CV to Douglas McDougall for more information on this opportunity.
Financial Advisor (Investments / Pensions) in Birmingham employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Advisors and practice your answers. We want you to feel confident and ready to showcase your skills and experience when it’s time to shine.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your qualifications, especially your Diploma, and any relevant experience in investments and pensions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this position. Share your passion for financial advising and how you can provide exceptional service to our clients.
Showcase Your Client Management Skills: Since you'll be servicing and nurturing a client base, emphasise your experience in managing client relationships. Give examples of how you've successfully supported clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in the latest market trends and financial products. Brush up on your knowledge of investments and pensions before the interview. Be prepared to discuss specific cases or scenarios where you've successfully advised clients.
✨Showcase Your Client Management Skills
Since this role involves nurturing a client base, highlight your experience in client relationship management. Share examples of how you've built trust and rapport with clients, and how you’ve tailored your advice to meet their unique needs.
✨Demonstrate Your Tech Savvy
With the emphasis on market-leading IT and software, make sure to mention any relevant tools or platforms you’re familiar with. Discuss how you’ve used technology to enhance your service delivery or improve client interactions in previous roles.
✨Prepare Questions That Matter
Interviews are a two-way street, so come armed with thoughtful questions about the company’s approach to financial planning and client service. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.