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- Tasks: Provide tailored financial advice and strategies to clients across Lancashire.
- Company: Join Slaiyburn Financial Planning, a leader in wealth management.
- Benefits: Enjoy flexible remote work, competitive earnings, and support for client development.
- Other info: Great entry-level opportunity with over 100 clients ready for you!
- Why this job: Make a real difference in clients' financial lives while building your own career.
- Qualifications: Passion for finance and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Slaiyburn Financial Planning is a comprehensive financial planning and wealth management firm, looking for an Independent Financial Advisor from around the Lancashire area. We focus on developing long‑term relationships with clients to recommend adjustments to their financial planning strategy as needed. Our goal is to help clients protect their wealth, achieve financial independence, and have the freedom to work by choice. Our experienced team provides a personalised service to create bespoke financial planning strategies.
This is a full‑time, Self‑Employed, remote role for an Independent Financial Advisor at Slaiyburn Financial Planning. The role involves providing financial planning advice, retirement planning, investment strategies, and financial advisory services to an existing book of clients. There are over 100 clients available which are spread over the Lancashire area, plus there is an office available if and when required to work from and/or meet clients in. The current ongoing advice fees will ultimately be shared with the successful candidate, plus there will be support with developing new and existing connections, including local professional firms and corporates if required. This is a great opportunity for:
- Financial Planning and Finance skills
- Retirement Planning and Investments expertise
- Financial Advisory knowledge
- Strong analytical and problem‑solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
Seniority Level: Entry level
Employment Type: Full‑time
Job Function: Finance and Sales
Independent Financial Advisor employer: Slaiyburn Financial Planning
Contact Detail:
Slaiyburn Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with local professionals in the finance sector. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships can lead to referrals and new clients.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning and investment strategies. Whether it’s blog posts, videos, or social media updates, let potential clients see what you can offer them.
✨Tip Number 3
Be proactive! Don’t wait for clients to come to you. Reach out to your existing network and let them know you’re available for financial advice. A simple message can spark interest and lead to new opportunities.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get started. Plus, we’re always on the lookout for passionate advisors who want to make a difference in their clients' lives.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Independent Financial Advisor role. Highlight your financial planning expertise and any experience with retirement planning or investment strategies. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can help our clients achieve their goals. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Communication Skills: As an Independent Financial Advisor, strong communication is key. In your application, demonstrate your ability to explain complex financial concepts in a simple way. This will show us that you can build long-term relationships with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows us you're keen on joining Slaiyburn Financial Planning!
How to prepare for a job interview at Slaiyburn Financial Planning
✨Know Your Financial Stuff
Brush up on your financial planning knowledge, especially around retirement planning and investment strategies. Be ready to discuss how you would approach advising clients based on their unique situations.
✨Showcase Your Communication Skills
Since this role involves building long-term relationships with clients, practice articulating your thoughts clearly. Use examples from your past experiences to demonstrate how you've effectively communicated complex financial concepts to clients.
✨Prepare Questions for Them
Think of insightful questions to ask about Slaiyburn Financial Planning's approach to client relationships and their expectations for the Independent Financial Advisor role. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
✨Highlight Your Independence
As this is a self-employed role, emphasise your ability to work independently. Share examples of how you've successfully managed your time and resources in previous roles, and how you plan to build and maintain your client base.