Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored strategies and quality advice.
- Company: Join a respected IFA firm known for its success and client-focused approach.
- Benefits: Work from home, receive quality leads, and have an existing client bank.
- Why this job: Make a real impact on clients' lives while enjoying a supportive and innovative culture.
- Qualifications: Must be Level 4 Diploma qualified with CAS status for financial planning advice.
- Other info: Opportunity to grow your portfolio through networking and social media.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Advisor in Blackpool, 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 relat…
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 new opportunity. Personal connections can often lead to job openings that aren't publicly advertised.
✨Tip Number 2
Utilize social media platforms like LinkedIn to showcase your expertise and connect with potential employers. Share relevant content, engage in discussions, and follow companies in the financial sector to stay updated on job openings.
✨Tip Number 3
Attend local networking events or webinars related to financial advising. These gatherings are great opportunities to meet industry professionals and learn about job openings directly from those in the field.
✨Tip Number 4
Consider reaching out to recruitment agencies that specialize in financial services. They often have access to exclusive job listings and can help match your skills with the right opportunities.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, focusing on your qualifications, such as the Level 4 Diploma and CAS status. Emphasize any previous client management and advisory roles.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, particularly in servicing existing clients and converting business opportunities.
Showcase Your Client-Centric Approach: Demonstrate your ability to understand and meet client goals. Provide examples of how you've successfully designed strategies for clients in the past, emphasizing your communication skills and adaptability.
Highlight Proactive Business Development: Discuss your experience with networking, referrals, and using social media to build a client portfolio. This will show that you are proactive and can contribute to the company's growth.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and CAS status during the interview. This demonstrates your credibility and readiness to provide financial planning advice, which is crucial for the role.
✨Understand Client Needs
Prepare to discuss how you approach understanding clients' current and future goals. Share examples of strategies you've designed in the past that align with client objectives, showcasing your ability to tailor solutions.
✨Discuss Proactive Activities
Be ready to talk about how you plan to build your portfolio through proactive activities. Mention specific methods like networking, asking for referrals, and using social media to generate leads and enhance client relationships.
✨Familiarize Yourself with Technology
Since you'll be delivering advice both in-person and virtually, demonstrate your comfort with tools like Microsoft Teams. Discuss any previous experiences you have had with virtual consultations to show your adaptability.
