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- Tasks: Advise clients on financial planning, investments, and retirement strategies.
- Company: Join a growing team of independent financial advisors dedicated to client success.
- Benefits: Enjoy a bonus scheme, hybrid work options, and a comprehensive benefits package.
- Why this job: Make a real impact in clients' lives while developing your career in finance.
- Qualifications: Must have relevant industry qualifications and 5-10 years of experience.
- Other info: Support for professional development and exams is provided.
The predicted salary is between 43200 - 72000 £ per year.
The Opportunity Our client is looking to add an experienced Independent Financial Advisor to their growing team – within the position, the successful candidate will be expected to advise clients across a number of different areas including but not limited to; financial planning, investments, retirement planning, and inheritance tax mitigation. Moreover, the successful applicant with grow and retain an existing client base primarily within the private sector. The ideal candidate will have previous experience within a similar position and hold relevant industry qualifications. Main Tasks Working alongside the firm’s senior leadership and the wider team, the role will involve but is not limited to; Collaborating with Senior Financial Planner at the firm. Creating and presenting high-quality financial plans and suitability reports. Ensuring Compliance with the Firm’s procedures and FCA regulatory standards. Managing an established client portfolio while cultivating new client relationships and business opportunities. Business administration and Paraplanner Support. Criteria Strong stakeholder management skills. Relevant industry qualifications/ experience (CII qualification Level 4 qualified – Essential) Previous experience within a similar role. Ideally 5/10 years of relevant industry experience. Strong IT Skills (Proficient in the use of MS Office – Word, Excel, PowerPoint) Full clean driving license. Benefits; Bonus scheme (OTE £75,000). Generous wider benefits package, including pension, life, and health insurance. Hybrid working. Supportive professional development, including exams. If you are interested in hearing more/applying, please submit your application using the below link or send your CV to ! Skills: Financial Planning Retirement Planning Inheritance Tax Budgeting Risk Management
Senior Financial Adviser employer: Staffline Recruitment (NI) Ltd.
Contact Detail:
Staffline Recruitment (NI) Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser
✨Tip Number 1
Make sure to highlight your experience in financial planning and client management during any networking opportunities. Engaging with professionals in the industry can help you learn about potential openings and get referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in the financial sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your clients.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can give you a competitive edge when discussing how you would fit into their team.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios and developed new business opportunities. Concrete examples will make your application stand out and show your capability in the role.
We think you need these skills to ace Senior Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, investments, and client management. Use specific examples that demonstrate your ability to advise clients effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your industry qualifications and how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasize your understanding of FCA regulatory standards and any relevant experience you have in ensuring compliance within financial services.
Showcase Stakeholder Management Skills: Provide examples of how you've successfully managed relationships with clients and stakeholders in the past. This will demonstrate your strong stakeholder management skills, which are essential for this position.
How to prepare for a job interview at Staffline Recruitment (NI) Ltd.
✨Showcase Your Financial Expertise
Be prepared to discuss your previous experience in financial planning, investments, and retirement planning. Highlight specific cases where you successfully advised clients and the outcomes of those decisions.
✨Demonstrate Compliance Knowledge
Familiarize yourself with the firm's compliance procedures and FCA regulatory standards. Be ready to explain how you have ensured compliance in your past roles and how you would approach it in this position.
✨Highlight Stakeholder Management Skills
Prepare examples that showcase your strong stakeholder management skills. Discuss how you've built and maintained relationships with clients and colleagues, and how this has contributed to your success as a financial advisor.
✨Emphasize IT Proficiency
Since strong IT skills are essential for this role, be ready to discuss your proficiency in MS Office applications. Consider sharing examples of how you've used these tools to create financial plans or reports effectively.
