At a Glance
- Tasks: Manage your own clients and provide expert financial advice.
- Company: Join a leading independent financial advisory firm in the North West.
- Benefits: Enjoy competitive salary and support from a larger financial services group.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must be a qualified financial adviser with strong communication skills.
- Other info: Opportunity to build relationships with clients and external partners.
The predicted salary is between 36000 - 60000 £ per year.
Job Title: Financial Adviser Industry: Financial Services Location: Sale Salary: £45,000 – £60,000 Reference Number: 9427 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well established Financial Advice company in Sale near Manchester. They are an independent financial advisory firm based in the North West, specialising in pensions and retirement planning. They are part of a larger financial services group who lead the international market for personal pensions. They are looking to recruit a Financial Adviser to join their team at their Sale Office. Role: As a qualified financial adviser you will manage your own clients, providing clients with unbiased and unrestricted specialist advice, reviewing all clients needs and objectives and developing financial plans to help achieve their financial objectives. This role involves working as part of a small IFA team, within a larger group which provides support. You will work with various teams and senior management across the group to develop referrals and receive support, and also importantly build relationships with external entities such as clients, accountants, lenders, and solicitors on a regular basis to generate and retain clients. It is an excellent o…
Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services community in Sale and Manchester. Attend local finance-related events or seminars to meet potential clients and industry professionals who can refer you.
✨Tip Number 2
Familiarize yourself with the specific financial products and services offered by the company. This knowledge will help you demonstrate your understanding of their offerings during interviews and show how you can add value to their team.
✨Tip Number 3
Prepare to discuss your approach to client management and relationship building. Highlight any previous experiences where you've successfully developed long-term client relationships, as this is crucial for the role.
✨Tip Number 4
Research the latest trends in pensions and retirement planning. Being knowledgeable about current market conditions and regulatory changes will position you as a well-informed candidate who can provide valuable insights to clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in pensions and retirement planning. Use specific examples to demonstrate your ability to manage clients and develop financial plans.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the company's values. Mention how your skills align with their needs and how you can contribute to their team.
Highlight Relationship-Building Skills: In your application, emphasize your ability to build relationships with clients and external entities like accountants and lenders. Provide examples of how you've successfully generated and retained clients in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can benefit clients, especially in areas like pensions and retirement planning.
✨Demonstrate Relationship-Building Skills
Since the role involves building relationships with clients and external entities, be ready to share examples of how you've successfully developed and maintained professional relationships in the past.
✨Showcase Your Client Management Experience
Prepare to discuss your experience in managing client portfolios. Highlight specific strategies you've used to assess client needs and develop tailored financial plans.
✨Understand the Company Culture
Research the company's values and culture. Be ready to explain why you want to work there and how your personal values align with theirs, particularly in providing unbiased and unrestricted advice.