At a Glance
- 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.
- Other info: Opportunities for remote work and client meetings in Fareham, Dorchester, or Chiswick.
- Why this job: Join a dynamic team and elevate your career in financial planning.
- Qualifications: Minimum Diploma and experience as a Financial Adviser/Planner required.
The predicted salary is between 72000 - 120000 £ 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.
Independent Financial Adviser - Financial Planning in Southampton employer: Pinstripe Personnel
As an award-winning Chartered Independent Financial Planning firm with over 20 years of experience, we pride ourselves on our excellent reputation and commitment to providing holistic advice to a diverse range of clients. Our flexible working options, including hybrid and remote opportunities, alongside a competitive remuneration package, foster a supportive work culture that encourages professional growth and development, making us an exceptional employer for ambitious financial advisers seeking to advance their careers in Fareham, Dorchester, or Chiswick.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser - Financial Planning in Southampton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to showcase your expertise. Prepare a few case studies or examples of how you've helped clients in the past. This will help us stand out from the crowd and show that you’re the right fit for the role.
✨Be Ready for the Interview
Do your homework before any interview! Research the company, understand their values, and be prepared to discuss how your experience aligns with their needs. We want to see that you’re genuinely interested in the role and the company itself.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else. Let’s get you that dream job!
We think you need these skills to ace Independent Financial Adviser - Financial Planning in Southampton
Some tips for your application 🫡
Keep Your CV Fresh:Make sure your CV is up to date and tailored for the Independent Financial Adviser role. Highlight your relevant experience and qualifications, especially your Diploma and any financial planning expertise.
Read the Job Specs Carefully:Before applying, take a good look at the job description. Understanding what the company is looking for will help you align your application with their needs and show that you're the right fit.
Showcase Your Experience:In your application, don’t just list your past roles; explain how your experience as a Financial Adviser or Planner makes you a great candidate. If you're transitioning from a Mortgage Adviser role, highlight your journey and relevant skills.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people and shows your enthusiasm for joining our award-winning team.
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 as a Financial Adviser or Planner. If you’ve worked with corporate clients or have experience in wealth planning, make that front and centre. It’s all about showing how you fit the role!
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about their approach to client relationships or how they support their advisers in achieving their targets. It shows you’re engaged and thinking about how you can contribute.
✨Dress the Part
Even if the role is hybrid or remote, dressing professionally for the interview is key. It sets a positive tone and shows respect for the opportunity. Plus, it’ll help you feel more confident when discussing your qualifications.
