At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: A growing Chartered independent financial planning practice in York.
- Benefits: Flexible working, competitive salary, and ongoing professional development.
- Other info: Opportunity for significant earning potential and career growth.
- Why this job: Join a forward-thinking team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser and strong interpersonal skills required.
A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning.
With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes.
The Role
This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures.
What You'll Be Doing
- Providing holistic financial planning advice to new and existing clients
- Building and maintaining long-term client relationships through regular reviews and ongoing support
- Delivering advice across pensions, investments, protection, retirement and estate planning
- Conducting client meetings and presenting suitable recommendations in a clear and engaging manner
- Identifying new business opportunities through referrals, networking and professional connections
- Working closely with paraplanners and administrators to ensure a seamless client experience
- Reviewing clients' financial circumstances and developing tailored planning strategies
- Maintaining accurate client records and ensuring all advice complies with FCA requirements
- Contributing to the growth and success of the business through a proactive and results-driven approach
- Staying up to date with changes in legislation, taxation and the wider financial planning landscape
Requirements
- Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business
- Previous Paraplanning experience with strong technical knowledge across financial planning disciplines
- Level 4 Diploma in Regulated Financial Planning (minimum)
- Excellent interpersonal and relationship-building skills
- Strong understanding of pensions, investments, protection and retirement planning
- Ability to manage client relationships independently and professionally
- Commercial awareness and a proven ability to generate business opportunities
- Strong communication, presentation and report-writing skills
- Good understanding of FCA regulations and compliance requirements
Personal Attributes
- Highly motivated and ambitious
- Driven to develop long-term client relationships and grow assets under management
- Professional, personable and client-focused
- Self-sufficient with strong organisational skills
- Positive and collaborative team player
- Committed to delivering high-quality financial planning and outstanding client outcomes
Remuneration
Employed Option
- Basic salary of £40,000
- Bonus of 50% of fees generated
- Flexible working arrangements
- Full paraplanning and administrative support
Self-Employed Option
- 80% of new business fees
- 25% of ongoing fees
- Flexible and autonomous working arrangement
- Full back-office, paraplanning and administrative support
- Opportunity to build and grow your own client bank
Benefits
- Flexible working setup
- Choice of employed or self-employed remuneration structure
- Full paraplanning and administrative support
- Access to modern financial planning technology and cashflow modelling tools
- Ongoing professional development and CPD support
- Collaborative and supportive team culture
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Independent Financial Advisor (£85k OTE) in Chapel Allerton employer: Search
Search is an exceptional employer that values innovation and growth, offering a dynamic work culture where employees can thrive in their careers. With hybrid working options in vibrant cities like Edinburgh and London, we provide our team with the flexibility to balance work and life while enjoying competitive salaries, comprehensive benefits, and opportunities for professional development in the travel industry.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor (£85k OTE) in Chapel Allerton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor (£85k OTE) in Chapel Allerton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
