At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and strategies.
- Company: Join Sahasraa Solutions, a respected IFA firm known for its client-focused approach.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Why this job: Be part of a supportive team with training opportunities and existing clients to work with.
- Qualifications: Level 4 Diploma qualified Financial Advisor with CAS status preferred.
- Other info: Home-based role with travel options; self-employed option available.
The predicted salary is between 42000 - 63000 £ per year.
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Are you an experienced Financial Advisor in Guildford, 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 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
Guildford
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Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Industries
Investment Advice
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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 Guildford. Attend local finance events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the job market.
✨Tip Number 2
Utilise social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial advice, which can help you establish credibility and attract attention from Sahasraa Solutions.
✨Tip Number 3
Research Sahasraa Solutions thoroughly. Understand their client base, values, and recent achievements. This knowledge will allow you to tailor your approach during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios faced by financial advisors. Highlight your ability to convert business opportunities and provide excellent client service, as these are key aspects of the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and CAS status. 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 Financial Advisor position at Sahasraa Solutions. Mention your experience with client servicing and how you plan to utilise the existing client bank effectively.
Showcase Your Skills: Emphasise your ability to build relationships and network effectively. Discuss any proactive activities you've undertaken in the past, such as asking for referrals or using social media to grow your client base.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to financial planning and client management. Prepare examples that demonstrate your problem-solving skills and how you tailor strategies to meet clients' goals.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Client Needs
Before the interview, research common financial goals and challenges clients face. Be prepared to discuss how you would approach understanding and addressing these needs, showcasing your ability to tailor strategies for individual clients.
✨Demonstrate Your Track Record
Prepare specific examples of how you've successfully converted business opportunities in the past. Highlight your achievements and how they align with the company's focus on client satisfaction and growth.
✨Familiarise Yourself with Technology
Since the role involves virtual meetings via Microsoft Teams, ensure you're comfortable using this platform. You might be asked about your experience with digital tools, so be ready to discuss how you leverage technology to enhance client interactions.
✨Show Enthusiasm for Continuous Learning
Express your interest in the training and development opportunities offered by the company. Discuss any steps you've taken towards becoming a Chartered Financial Planner or how you plan to further your qualifications, demonstrating your commitment to professional growth.