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- Tasks: Provide holistic financial advice to personal and corporate clients.
- Company: Award-winning Chartered Independent Financial Planning firm with a stellar reputation.
- Benefits: Competitive salary with OTE of £100,000+, flexible working options, and career growth.
- Why this job: Join a dynamic team and elevate your career in wealth planning.
- Qualifications: Minimum Diploma and experience as a Financial Adviser/Planner required.
- Other info: Opportunities for remote work and client meetings in Fareham, Dorchester, or Chiswick.
The predicted salary is between 60000 - 84000 £ per year.
An award-winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wider range of personal and corporate clients.
The role can be office-based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham.
In return, there is a competitive, negotiable package 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 qualified and have experience as a Financial Adviser/Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams.
Please send your CV to Douglas McDougall for more information on this opportunity.
Locations
Independent Financial Adviser in Fareham, Hampshire employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Fareham, Hampshire
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience and knowledge in financial planning during interviews. Bring real-life examples of how you've helped clients achieve their goals – it’ll make you stand out!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that fit your skills and ambitions – we’ve got some great roles waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism.
We think you need these skills to ace Independent Financial Adviser in Fareham, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your relevant experience and qualifications, especially your Diploma and any financial planning expertise. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for financial advising and how your skills align with our holistic approach to client service.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's exceeding sales targets or successfully managing client portfolios, we love to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic advice and wealth planning. Familiarise yourself with the latest trends in the industry and be ready to discuss how you can apply this knowledge to help clients.
✨Showcase Your Experience
Prepare to share specific examples from your past roles as a Financial Adviser or Planner. Highlight your successes and how you've helped clients achieve their financial goals. This will demonstrate your capability and fit for the role.
✨Understand the Company
Research the firm’s reputation and values. Knowing their approach to client service and their history will help you align your answers with what they’re looking for. It shows genuine interest and that you’re serious about joining their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about their client base, the support provided by the administration team, or opportunities for professional development. It shows you're engaged and thinking about how you can contribute.