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- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a supportive team offering independent financial advice in Halifax.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowances.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Must have Level 4 Diploma and 5+ years of advisory experience.
- Other info: Self-employed option available for those seeking flexibility.
The predicted salary is between 42500 - 65000 £ per year.
Our client is seeking an experienced Financial Advisor in Halifax to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.
They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.
They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.
The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.
You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.
Excellent remuneration package provided to reward your productivity.
This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Advisor Requirements
- You should hold full Level 4 Diploma in financial planning or equivalent
- You should have 5+ years experience as a Financial Advisor (ideally with CAS status)
- You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
- You should have a client centric approach and have dedication to doing the right thing for clients
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Financial Advisor Support
Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Advisor Benefits
- Salary of £50,000 – £75,000 subject to experience and qualifications
- Potential to consider higher salary on case-by-case basis
- Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
- Home based role with travel to meet clients in person and use of their regional offices
- Self-employed option available, if you would prefer
Locations
Halifax
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Advisor in Halifax, West Yorkshire 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 in Halifax, West Yorkshire
✨Tip Number 1
Network actively within the financial services community in Halifax. Attend local business events, seminars, and workshops to meet potential clients and professional introducers who can refer you to new business opportunities.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and engage with your audience. Share valuable content related to financial planning, investment strategies, and client success stories to attract potential clients and build your personal brand.
✨Tip Number 3
Consider collaborating with local businesses or entrepreneurs to offer financial workshops or seminars. This not only positions you as an expert but also helps you connect with a wider audience who may need your services.
✨Tip Number 4
Utilise the support from the back office team effectively. Make sure to communicate your needs and expectations clearly so they can assist you in managing your client portfolio and help you focus on building relationships.
We think you need these skills to ace Financial Advisor in Halifax, West Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your ability to grow a client bank and your client-centric approach. Use specific examples of how you've built long-term relationships with clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 Diploma in financial planning and your 5+ years of experience. Discuss how your skills align with their needs, especially in terms of client servicing and business development.
Showcase Your Track Record: Provide concrete examples of your past successes in growing a client portfolio. Include metrics or achievements that demonstrate your proactive activities and ability to generate referrals, as these are key aspects of the role.
Highlight Your Interpersonal Skills: Since the role requires excellent interpersonal skills, make sure to mention any relevant experiences where you successfully engaged with clients or professional introducers. This will show that you can build rapport and trust, which is essential for a Financial Advisor.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how you prioritise their needs.
✨Demonstrate Your Track Record
Be prepared to discuss your experience in growing a client bank. Highlight any proactive activities you've undertaken to generate new business and provide metrics or success stories that illustrate your achievements.
✨Familiarise Yourself with Their Support Structure
Research the comprehensive support offered by the company, including admin and paraplanning teams. Be ready to discuss how you would leverage these resources to enhance your productivity and client service.
✨Engage with Their Marketing Strategies
Understand the company's approach to lead generation and marketing. Discuss how you plan to utilise social media and other marketing tools to expand your client portfolio and engage with professional introducers.
