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- Tasks: Provide personal financial advice to clients via video and phone.
- Company: Join a highly regarded Financial Planning practice in Brighton and Hove.
- Benefits: Enjoy a competitive salary, bonuses, and full back office support.
- Why this job: Be part of an ambitious growth plan with opportunities for career advancement.
- Qualifications: Must hold Diploma level 4 and have Competent Advisor Status.
- Other info: Warm leads and a supportive team make this role stand out.
The predicted salary is between 39600 - 66000 £ per year.
Up to £55,000 salary plus bonus and benefits
Brighton and Hove
A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans for 2025 they are looking for a Financial Advisor to join the office in Hove.
The role incorporates providing whole of the market personal financial advice to new and existing clients via video and telephony channels. This will predominantly be via existing relationships, introducers and warm leads.
Key duties include:
- Providing regulated advice across a broad product range including investments and pensions
- Giving clear, concise and ethical advice to new and existing clients
- Developing new avenues of business via first class service and client outcomes
- Ensuring sufficient client information is gathered prior to researching and presenting the best possible options
- Ensuring all supporting documents are maintained
- Making sure Statement of Professional Standing (SPS) is held at all times
- Upholding the values and ethics of the organisation
You must be a minimum of Diploma level 4 qualified, have achieved Competent Advisor Status and be able to demonstrate experience and success in previous/current regulated advice role.
Joining the organisation at this time would be an excellent career opportunity as the company have ambitious yet achievable plans for growth over the coming years and the Desk Based Advisor division will be key amongst that growth. This will provide opportunities to develop in the role in terms of seniority, remuneration and influence in the coming years. An extremely supportive team, full back office support and genuinely warm business leads make this an excellent opportunity for the right applicant.
So if you match the above criteria, can travel into the Hove area, and a position as an Independent Financial Advisor is of interest, then please apply for a confidential conversation.
Independent Financial Advisor (,, United Kingdom) employer: Placed
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (,, United Kingdom)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisors. Attend local finance-related events or webinars to make connections and learn about potential opportunities.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations in the UK market. This knowledge will not only boost your confidence but also demonstrate your commitment to providing high-quality advice to clients.
✨Tip Number 3
Prepare for interviews by practising common questions that focus on your experience in providing regulated advice. Be ready to discuss specific examples of how you've successfully helped clients achieve their financial goals.
✨Tip Number 4
Showcase your soft skills during the application process. As a Financial Advisor, strong communication and interpersonal skills are crucial. Highlight any experiences where you've built relationships or provided exceptional client service.
We think you need these skills to ace Independent Financial Advisor (,, United Kingdom)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma level 4 and Competent Advisor Status. Emphasise your experience in providing regulated financial advice and any successes you've had in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company’s growth plans. Mention how your skills align with their needs, especially in developing new business avenues and providing excellent client service.
Highlight Relevant Experience: In your application, focus on specific examples of how you have provided clear and ethical financial advice in the past. Use metrics or outcomes to demonstrate your success in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Placed
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products you'll be advising on, such as investments and pensions. Be prepared to discuss how these products can benefit clients and demonstrate your knowledge during the interview.
✨Showcase Your Client Relationship Skills
Since the role involves working with existing relationships and warm leads, highlight your experience in building and maintaining client relationships. Share specific examples of how you've provided excellent service and achieved positive outcomes for clients.
✨Prepare for Ethical Scenarios
Given the importance of ethical advice in this role, be ready to discuss how you would handle various ethical dilemmas. Think about past experiences where you upheld ethical standards and how you prioritised client interests.
✨Demonstrate Your Growth Mindset
The company is looking for someone who can contribute to their ambitious growth plans. Be prepared to discuss your career aspirations and how you see yourself growing within the organisation. Show enthusiasm for the opportunity to develop in terms of seniority and influence.
