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- Tasks: Provide tailored financial advice and create bespoke plans for clients.
- Company: Join a leading independent wealth management firm with a client-focused approach.
- Benefits: Competitive salary, generous bonuses, hybrid working, and career development opportunities.
- Why this job: Make a real impact in clients' lives while growing your career in a dynamic environment.
- Qualifications: 3+ years in financial advisory and RQF Level 4 Diploma in Financial Planning.
- Other info: Enjoy a supportive team culture and excellent networking opportunities.
The predicted salary is between 55000 - 65000 £ per year.
Location: Taunton, Hybrid working
Salary: up to £55k - £65k DOE plus generous bonus scheme.
The Company: The company is a leading independent wealth management firm, renowned for delivering client-focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity: This is an exciting opportunity for an Independent Financial Adviser to join an established growing financial planning firm. You will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the firm. The proposition is our firm’s digital proposition designed to service clients remotely using our in-house platform designed to service new and existing clients efficiently.
Responsibilities:
- Providing clients with holistic financial advice.
- Design bespoke financial plans for each client.
- Understanding the clients' goals and aspirations.
- Gaining referral business from existing clients.
- Identifying and closing new business.
- Keep accurate client records.
- Review all clients in line with company policy and the consumer duty directive.
- Uphold the company name in the highest regard.
- Work alongside your support team and motivate the team.
Requirements:
- Experience: Minimum 3 years in an Independent Financial Advisory role, ideally within a fast-paced financial planning environment.
- Qualification: Minimum RQF Level 4 Diploma in Financial Planning and/or working towards chartered.
- Detail-oriented: You have a sharp eye for detail and a passion for getting things right first time.
- Client-driven: You will advise each individual client to the highest possible standard and recommend a bespoke solution to each client.
- Networking: You are able to network with professional connections and cultivate new business introductions.
- Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
- Tech-savvy: Comfortable using CRMs, cash flow planning tools, FE analytics.
- Technical ability: Must have strong Pension, Trust and IHT planning experience.
Desirable: Experience of Intelligent Office back-office system.
Application details: Please note this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Independent Financial Adviser in Bath employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Bath
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show off your knowledge and enthusiasm for what they do.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios specific to financial advising. Role-play with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your genuine interest in the role. Plus, it keeps you on their radar!
We think you need these skills to ace Independent Financial Adviser in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience in financial planning and any relevant qualifications. We want to see how you can bring your unique skills to our team!
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 align with our client-focused approach. Let us know what makes you the perfect fit for our dynamic environment.
Showcase Your Tech Savvy: Since we’re all about using tech to enhance client service, mention any experience you have with CRMs or financial planning tools. We love candidates who are comfortable with technology and can adapt quickly!
Apply Early!: Don’t wait until the last minute to submit your application. We encourage you to apply early to avoid disappointment, as we’ll be interviewing throughout the application period. Head over to our website and get your application in!
How to prepare for a job interview at Tate
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, trusts, and IHT. The company is looking for someone who can provide holistic advice, so be ready to discuss how you would tailor financial plans to meet individual client goals.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've successfully built relationships with clients in the past. Highlight your ability to understand their aspirations and how you’ve gone above and beyond to deliver bespoke solutions. This will demonstrate that you’re not just about numbers, but about people too.
✨Get Familiar with Tech Tools
Since the role involves using CRMs and cash flow planning tools, it’s a good idea to familiarise yourself with these technologies beforehand. If you have experience with Intelligent Office or similar systems, be sure to mention it during the interview.
✨Be Proactive and Engaging
The company values self-starters who thrive in dynamic environments. During the interview, express your enthusiasm for networking and generating new business. Share any strategies you’ve used in the past to cultivate professional connections and how you plan to do this in your new role.
