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- Tasks: Help clients achieve their financial goals with tailored strategies and quality leads.
- 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: Must be Level 4 Diploma qualified with CAS status; experience preferred but not required.
- Other info: Self-employed option available; training programs to help you become a Chartered Financial Planner.
The predicted salary is between 32000 - 60000 £ per year.
Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, 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 companys 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 Full and comprehensive back office support 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 Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £40,000 – £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 Locations Newbury / Andover / Basingstoke 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. JBRP1_UKTJ
Premier Jobs UK Limited | 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 Premier Jobs UK Limited | Financial Advisor
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, and industry contacts to let them know you're looking for a Financial Advisor position. Personal connections can often lead to valuable referrals.
✨Tip Number 2
Utilize social media platforms like LinkedIn to showcase your expertise and connect with potential employers. Share relevant content and engage with posts related to financial advising to increase your visibility in the industry.
✨Tip Number 3
Attend local networking events or industry conferences in the Newbury, Andover, and Basingstoke areas. These gatherings are great opportunities to meet potential employers and learn more about the financial advisory landscape.
✨Tip Number 4
Consider reaching out directly to the firm you’re interested in. Express your enthusiasm for their client proposition and inquire about any upcoming opportunities. A proactive approach can set you apart from other candidates.
We think you need these skills to ace Premier Jobs UK Limited | Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of a Financial Advisor as outlined in the job description. Tailor your application to highlight how your experience aligns with these expectations.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma and CAS status in your CV and cover letter. If you are close to Chartered status, mention this as it is preferred by the company.
Showcase Your Track Record: Provide specific examples of your proven track record in converting business opportunities. Use metrics or achievements to demonstrate your success in previous roles.
Personalize Your Application: Address your application to the hiring manager if possible, and express your enthusiasm for joining a respected IFA firm. Mention how you can contribute to their client proposition and marketing initiatives.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasize your ability to understand and align with clients' current and future goals. Share specific examples of how you've successfully designed strategies that meet client objectives in the past.
✨Demonstrate Your Track Record
Be prepared to discuss your proven track record in converting business opportunities. Highlight any metrics or achievements that showcase your success in this area, as it will resonate well with the firm's focus on growth.
✨Familiarize Yourself with Their Services
Research the firm's client proposition and recent successes featured in industry press. This knowledge will allow you to ask informed questions and demonstrate your genuine interest in their operations during the interview.
✨Discuss Your Networking Strategies
Since building a portfolio through proactive activities is key, be ready to talk about your networking strategies. Share how you’ve utilized referrals, social media, and other methods to expand your client base effectively.
