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- Tasks: Help clients achieve their financial goals with tailored strategies and proactive networking.
- Company: Join a respected IFA firm known for its success and client-focused approach.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Why this job: This role offers growth opportunities, comprehensive support, and a chance to make a real impact.
- Qualifications: Level 4 Diploma qualified Financial Advisor with CAS status preferred; experience varies.
- Other info: Home-based role with travel options and potential for self-employment.
Are you an experienced Financial Advisor in Burgess Hill / Brighton, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your clients' current and future goals and design easy to understand strategies matching their objectives.
Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.
You will deliver advice to clients through a mixture of in-person at the clients' home or business premises, virtually by Microsoft Teams or in one of the company's regional offices.
Financial Advisor Requirements- You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
- You should have a proven, demonstrable track record in being able to convert business opportunities.
- Individuals close to Chartered status would be preferred.
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients.
Training and DevelopmentTheir Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE.
- Home based role with travel to meet clients in person and use of their regional offices if preferred.
- Self-employed option available, if you would prefer.
Burgess Hill / Brighton
Financial Advisor employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Burgess Hill and Brighton area. Attend local finance-related events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the local market.
✨Tip Number 2
Utilise social media platforms like LinkedIn to showcase your expertise and engage with potential clients. Share valuable content related to financial planning to establish yourself as a knowledgeable advisor in the field.
✨Tip Number 3
Consider reaching out to existing clients of the firm to introduce yourself and build rapport. This proactive approach can help you understand their needs better and position yourself as a trusted advisor from the start.
✨Tip Number 4
Familiarise yourself with the company's marketing initiatives and be ready to discuss how you can leverage these opportunities. Demonstrating your understanding of their strategies during interviews can set you apart from other candidates.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and CAS status prominently. Include specific examples of how you've successfully converted business opportunities in the past, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention your experience with client servicing and how you plan to utilise the leads provided by the firm to grow your portfolio.
Showcase Your Skills: Emphasise your ability to deliver advice both in-person and virtually. Highlight any experience you have with networking and using social media to generate referrals, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is essential in the financial advisory field.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant qualifications during the interview. Discuss how your credentials align with the requirements of the role, especially if you're close to Chartered status.
✨Demonstrate Client-Centric Approach
Prepare examples of how you've successfully understood and met clients' goals in the past. This will show your potential employer that you can effectively design strategies that match client objectives.
✨Discuss Business Development Strategies
Be ready to talk about how you plan to convert business opportunities and grow your portfolio. Mention specific proactive activities like networking and using social media to attract new clients.
✨Emphasise Team Collaboration
Since the role offers comprehensive back office support, express your appreciation for teamwork. Share experiences where collaboration with administrators or paraplanners has enhanced your service delivery.
