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- Tasks: Provide personalised financial advice and guide clients through their financial journey.
- Company: Respected, independent Chartered financial planning firm in Shropshire.
- Benefits: Competitive salary, bonuses, hybrid working, and a supportive team environment.
- Other info: Opportunity for career growth and a referral bonus for successful placements.
- Why this job: Make a real difference in clients' lives with tailored financial solutions.
- Qualifications: Qualified Financial Advisor with experience in pensions and investments.
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 based in Shropshire. 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.
Financial Advisor (Investments / Pensions) (Permanent) employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) (Permanent)
✨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.
✨Showcase Your Expertise
Create a portfolio or a personal website where you can showcase your skills and past successes. Share insights on financial planning topics through blogs or social media. This not only demonstrates your knowledge but also makes you more memorable to potential employers.
✨Ace the Interview
Prepare for interviews by researching the company and understanding their values. Practice common interview questions and think of examples from your experience that highlight your skills. Remember, it’s not just about answering questions; it’s about showing how you can add value to their team.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying directly through us can give you an edge, as we often have exclusive listings and can provide insights into the hiring process. Let’s get you that dream job together!
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
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 easiest 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
Since this role is all about building long-term relationships, practice your interpersonal skills. Think about how you can connect with the interviewers and demonstrate your ability to establish trust with clients. A friendly, approachable attitude goes a long way!
✨Prepare Real-Life Examples
Have a few case studies or examples from your past experience ready to share. This could be a time when you helped a client navigate a complex financial decision or how you ensured compliance with regulatory standards. Concrete examples will make your expertise shine.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their client base. This not only shows your interest in the role but also helps you gauge if the company aligns with your values and career goals.