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- Tasks: Help clients achieve their financial goals with tailored strategies and excellent support.
- 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, a supportive culture, and a chance to make a real impact.
- Qualifications: Level 4 Diploma qualified Financial Advisor with CAS status preferred; experience varies.
- Other info: Access in-house training and support towards becoming 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 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.
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers! As the research, report writing, and client investment management reviews are all undertaken for you, you will have more time to spend with clients.
Training and DevelopmentTheir 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.
Newbury / Andover / Basingstoke
Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Newbury, Andover, and Basingstoke areas. Attend local finance-related events or join online forums to connect with potential colleagues and clients, which can help you gain insights into the local market.
✨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 and advice to establish yourself as a knowledgeable resource in the field.
✨Tip Number 3
Consider reaching out to existing clients of the firm to introduce yourself and build rapport. This proactive approach can help you understand their needs better and position yourself as their trusted advisor from the start.
✨Tip Number 4
Familiarise yourself with the company's marketing initiatives and be prepared to discuss how you can leverage these opportunities to grow your client base. Showing enthusiasm for their strategies can set you apart during the interview process.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 Diploma and CAS status. Emphasise any relevant experience in financial advising and your track record in converting business opportunities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to build client relationships and how you plan to utilise the leads provided by the firm.
Showcase Your Skills: In your application, highlight skills such as client management, networking, and using social media for business development. Provide examples of how you've successfully engaged clients in the past.
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 Sahasraa Solutions
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investment strategies, current economic conditions, and how they affect client portfolios. This will not only demonstrate your expertise but also build trust with potential clients.
✨Showcase Your Client-Centric Approach
During the interview, emphasise your ability to understand and prioritise client needs. Share examples of how you've successfully tailored financial strategies to meet specific goals. This will highlight your commitment to providing personalised service, which is key in this role.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and decision-making process. Prepare by thinking through various client situations you might encounter and how you would address them. This will showcase your analytical skills and readiness to handle real-world challenges.
✨Demonstrate Networking Skills
Since building a portfolio through networking is part of the job, be ready to discuss your past networking experiences. Talk about how you've successfully generated referrals or built relationships within the industry. This will show your proactive approach to expanding your client base.
