At a Glance
- Tasks: Provide holistic financial advice to personal and corporate clients.
- Company: Award-winning Chartered Independent Financial Planning firm with over 20 years of excellence.
- Benefits: Competitive salary with OTE of £100,000+, flexible working options, and a supportive team.
- Other info: Dynamic environment with opportunities for growth and development.
- Why this job: Join a reputable firm and take your career to the next level in wealth planning.
- Qualifications: Minimum Diploma and experience as a Financial Adviser/Planner required.
The predicted salary is between 43200 - 72000 £ per year.
Hit Apply below to send your application for consideration. Ensure that your CV is up to date, and that you have read the job specs first.
Location: Fareham or Dorchester or Chiswick (W. London) - Hybrid or Office Based
OTE - £100,000+
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 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. 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.
Financial Adviser, IFA in Southampton employer: Pinstripe Personnel
Join an award-winning Chartered Independent Financial Planning firm with over 20 years of excellence in providing holistic advice to a diverse range of clients. With flexible working options available across Fareham, Dorchester, and Chiswick, you will benefit from a supportive work culture that prioritises employee growth and offers a competitive package designed to reward your expertise. This is a fantastic opportunity for ambitious financial professionals seeking meaningful career advancement in a reputable and dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser, IFA in Southampton
✨Tip Number 1
Before you even think about applying, make sure you know the ins and outs of the role. Research the company and its values so you can tailor your approach and show them you're a perfect fit.
✨Tip Number 2
Networking is key! Reach out to current or former employees on LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which can really boost your chances.
✨Tip Number 3
When you get that interview, be ready to showcase your skills with real-life examples. Think about how you've helped clients in the past and be prepared to discuss your approach to financial planning.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Financial Adviser, IFA in Southampton
Some tips for your application 🫡
Keep Your CV Fresh:Make sure your CV is up to date and highlights your relevant experience as a Financial Adviser. Tailor it to showcase your skills in holistic advice and client management, as these are key for us.
Read the Job Specs Carefully:Before applying, take a good look at the job description. Understanding what we’re looking for will help you align your application with our needs and show us you’re the right fit.
Showcase Your Ambition:We’re on the lookout for driven and ambitious individuals. In your application, don’t shy away from sharing your career goals and how this role fits into your journey. We love to see passion!
Apply Through Our Website:For the best chance of getting noticed, apply directly through our website. It’s the easiest way for us to receive your application and ensures it lands in the right hands!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the specifics of the role. Brush up on your knowledge about holistic advice and the types of clients the firm serves. This will show that you’re genuinely interested and prepared.
✨Tailor Your CV
Before the interview, ensure your CV highlights relevant experience and qualifications, especially your Diploma and any work as a Financial Adviser or Planner. Tailoring your CV to reflect the job specs can make a big difference in how you’re perceived.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about the firm's approach to client relationships or how they support their advisers in achieving their targets. It shows you’re engaged and thinking ahead.
✨Show Your Ambition
Since this role is for a driven and ambitious individual, be sure to communicate your career goals and how this position aligns with them. Share examples of how you’ve taken initiative in your previous roles to demonstrate your commitment to growth.
