At a Glance
- Tasks: Provide personalised financial planning advice and build strong client relationships.
- Company: Respected, independent Chartered financial planning firm in Shropshire.
- Benefits: Competitive salary, bonuses, hybrid working, and professional development opportunities.
- Other info: Join a supportive team with excellent career growth potential.
- Why this job: Make a real impact by guiding clients through their financial journeys.
- Qualifications: Qualified Financial Advisor with experience in pensions, investments, and tax planning.
The predicted salary is between 70000 - 80000 € per year.
Location: Shropshire
Contract: Permanent
Salary: £70,000 – £80,000 per annum + bonuses
Start Date: Flexible
Hybrid Working
Service Care Solutions are recruiting for a Financial Advisor to join a respected, independent and Chartered financial planning firm. The company specialises in providing high-quality, holistic and unbiased financial advice to clients locally and further afield.
As a Financial Advisor, you will play a key role in delivering tailored financial planning solutions, supporting clients throughout all stages of their financial journey. You’ll work with an experienced team of advisers and paraplanners to provide exceptional service, clarity, and peace of mind to clients navigating complex financial decisions.
- Provide personalised financial planning advice to clients.
- Deliver holistic solutions across pensions, savings, investments, protection, inheritance tax planning, wills and long-term care.
- Build strong, long-term relationships based on trust and professional integrity.
- Prepare and present financial plans and recommendations tailored to client goals.
- Guide clients through the financial planning process, helping them understand options and trade-offs.
- Attend client meetings in person or remotely as required.
- Ensure all advice and documentation meets regulatory standards and internal quality controls.
Qualifications:
- Qualified Financial Advisor (DipPFS or equivalent), working towards or holding advanced qualifications.
- Proven experience providing financial planning advice in an independent or advisory environment.
- Strong understanding of pensions, investments, protection, tax and retirement planning.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive a bonus for the referral once their probationary period has been completed.
Financial Advisor (Investments / Pensions) employer: Service Care Solutions
Service Care Solutions is an excellent employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With competitive salaries, hybrid working options, and a focus on delivering high-quality financial advice, employees can thrive in their roles while building meaningful relationships with clients in the picturesque setting of Shropshire.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Investments / Pensions)
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your expertise in pensions and investments. Prepare a few case studies or examples of how you've helped clients in the past. This will help you stand out as a knowledgeable candidate.
✨Practice Your Pitch
Before any interviews or networking events, practice your elevator pitch. You want to be able to clearly explain who you are, what you do, and why you’re the perfect fit for the role. Keep it concise and engaging!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed by hiring managers. Let’s land that dream job together!
We think you need these skills to ace Financial Advisor (Investments / Pensions)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your qualifications, especially if you have a DipPFS or equivalent, and any relevant experience in providing financial planning advice.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Be sure to mention your understanding of pensions, investments, and tax planning.
Showcase Your Client Relationship Skills:As a Financial Advisor, building trust with clients is key. In your application, share examples of how you've successfully built long-term relationships in previous roles. This will show us you’re the right fit for our client-focused approach.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning. Be ready to discuss specific strategies and how they can benefit clients. This shows that you're not just familiar with the basics but can provide tailored advice.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Share personal anecdotes or experiences that relate to client relationships. This will demonstrate your ability to foster trust and integrity, which is crucial in this role.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations. Prepare examples from your past experience where you successfully navigated complex financial decisions for clients. This will highlight your problem-solving skills and expertise.
✨Showcase Your Qualifications
Be sure to mention your qualifications, like DipPFS or any advanced certifications you’re working towards. Discuss how these qualifications have equipped you to provide high-quality, unbiased financial advice, aligning with the company's values.
