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- Tasks: Join a dynamic team to provide expert financial advice and manage client relationships.
- Company: Established Chartered Financial Planning practice with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to inherit a profitable client bank and work closely with experienced professionals.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma required; Level 6/Chartered preferred, with experience in financial planning.
The predicted salary is between 60000 - 70000 £ per year.
An excellent opportunity for an experienced Financial Planner to join an established and progressive Chartered Financial Planning practice, who are looking to strengthen their Senior team due to a rapid increase in clients. You will work closely with a highly experienced and qualified Managing Director and inherit an established and profitable client bank, consisting of approximately 120 households.
The Required Skills:
- Level 4 Diploma-qualified as a minimum, ideally Level 6/Chartered qualified or the desire to progress.
- CAS and SPS essential.
- A background in financial planning, private wealth, or family office environments.
- Skilled at developing professional connections and generating new business.
- Confident working independently and comfortable in a small, self-driven team.
Apply: Please send your application directly to Stuart or call him on 07747 782934.
Independent Financial Advisor (Permanent) in Leeds employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (Permanent) in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend local events or webinars where you can meet potential clients and industry peers. Remember, it's all about who you know!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on financial planning through social media or a blog. This not only highlights your knowledge but also attracts clients who resonate with your approach.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Be ready to discuss how you can add value to the team and the client bank. Confidence is key!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team and contributing to our success.
We think you need these skills to ace Independent Financial Advisor (Permanent) in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant qualifications, as well as your background in financial planning. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Independent Financial Advisor role. Share your passion for financial planning and how you can contribute to our growing client base.
Showcase Your Connections: Since developing professional connections is key, mention any networks or relationships you've built in the financial sector. We love seeing candidates who can bring in new business and strengthen our team!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Reward Recruitment
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just qualified but also practical and results-driven.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained client relationships. Discuss specific strategies you've used to generate new business and how you’ve managed existing client portfolios. This will highlight your ability to thrive in a client-focused environment.
✨Understand the Company Culture
Research the Chartered Financial Planning practice you’re interviewing with. Understand their values and approach to client service. Tailor your responses to reflect how your personal values align with theirs, showing that you’re a great fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. Inquire about their growth plans, client demographics, or how they support their advisors in professional development. This not only shows your interest but also helps you gauge if it’s the right place for you.