At a Glance
- Tasks: Provide bespoke financial advice and manage client relationships.
- Company: Award-winning financial planning firm in Leeds with a supportive team.
- Benefits: Competitive salary up to £60,000, flexible working, and excellent benefits package.
- Other info: Remote work options with minimal office visits and full administrative support.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Minimum Level 4 qualified; chartered status preferred with strong financial product knowledge.
The predicted salary is between 43200 - 72000 £ per year.
Our client, an award winning firm of financial planners in Leeds, are looking to appoint a Financial Advisor to join their experienced team on a permanent basis. Home working - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month).
Working closely with the senior advisers, duties and responsibilities will include:
- Deliver high quality, bespoke advice & provide profitable, well researched recommendations
- Manage an existing client base
- Utilise leads in order to extend the existing client base & develop effective relationships
- Full administrative & paraplanning support is provided
The Person:
- Minimum Level 4 qualified; chartered status would be ideal
- Excellent knowledge of all financial products, emphasis on Pension and Investment products would be ideal
Offering a basic starting salary of up to £60,000 (negotiable). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.
Financial Advisor in Guiseley employer: Taylor James Professional Recruitment
Join an award-winning firm of financial planners in Leeds, where you will benefit from a flexible work environment that supports both office-based and remote working. With a strong emphasis on employee growth, you will receive full administrative and paraplanning support, allowing you to focus on delivering bespoke financial advice while enjoying a competitive salary and an exceptional benefits package.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Guiseley
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Financial Advisor role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re an award-winning firm. Be ready to discuss how your experience aligns with their needs and how you can deliver that high-quality, bespoke advice they’re after.
✨Tip Number 3
Showcase your expertise! Make sure you can talk confidently about financial products, particularly pensions and investments. Use real-life examples from your past experiences to demonstrate your knowledge and how you’ve successfully managed client relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job as a Financial Advisor.
We think you need these skills to ace Financial Advisor in Guiseley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your qualifications, especially if you have Level 4 or chartered status, and showcase your experience with financial products, particularly pensions and investments.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of how you've delivered high-quality advice and built strong client relationships in the past.
Showcase Your Research Skills:In your application, demonstrate your ability to provide well-researched recommendations. Mention any tools or methods you use to stay updated on financial products and market trends.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taylor James Professional Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you're well-prepared and understand the core of what the role entails.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any strategies you've used to develop and maintain these relationships, as this is crucial for the role.
✨Research the Firm
Take some time to learn about the firm’s values, awards, and their approach to financial planning. This will not only help you tailor your answers but also demonstrate your genuine interest in joining their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client management or how they support their advisors. It shows you're engaged and thinking about how you can fit into their culture.
