At a Glance
- Tasks: Help clients achieve their financial goals with tailored strategies and proactive networking.
- Company: Join a respected IFA firm known for its innovative client services and industry recognition.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Other info: Self-employed option available for those seeking more independence.
- Why this job: This role offers a chance to grow your career with comprehensive support and training.
- Qualifications: Level 4 Diploma qualified Financial Advisors with CAS status preferred; all experience levels considered.
The predicted salary is between 42000 - 63000 £ per year.
Are you an experienced Financial Advisor in Hull, 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 client’s 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.
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 £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.
Locations
Hull
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Kingston upon Hull
✨Tip Number 1
Network with other financial professionals in Hull to build relationships and gain insights into the local market. Attend industry events or join local finance groups to connect with potential clients and colleagues.
✨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 discuss their financial goals. Building rapport with these clients can lead to trust and future referrals.
✨Tip Number 4
Stay updated on the latest financial regulations and trends to demonstrate your commitment to professional development. This knowledge will not only help you in client meetings but also show the firm that you are proactive and dedicated.
We think you need these skills to ace Financial Advisor in Kingston upon Hull
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 a key requirement for the role.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the opportunity to work with an IFA firm that values client relationships. Mention your experience with existing clients and how you plan to leverage the leads provided to achieve their goals.
Showcase Your Skills:Emphasise your ability to deliver advice through various channels, such as in-person meetings and virtual consultations. Highlight any experience you have with networking and using social media to build your portfolio.
Proofread Your Application:Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant qualifications during the interview. If you're close to Chartered status, mention this as it shows your commitment to professional development.
✨Demonstrate Your Client-Centric Approach
Prepare examples of how you've successfully understood and met clients' goals in the past. This will illustrate your ability to design strategies that align with their objectives, which is crucial for this role.
✨Discuss Your Business Development Skills
Be ready to talk about your track record in converting business opportunities. Share specific instances where you've successfully generated leads or referrals, as this is a key aspect of the job.
✨Familiarise Yourself with Their Support Structure
Understand the back office support they provide, including Administrators and Paraplanners. Being knowledgeable about this can help you articulate how you would leverage these resources to enhance client service.
