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For Companies At a Glance
- Tasks: Provide holistic financial advice on investments and tax planning while building client relationships.
- Company: Leading UK accountancy firm with a focus on client success.
- Benefits: Flexible hours, work-life balance, and the opportunity to manage your own client portfolio.
- Why this job: Make a real difference in clients' financial lives while enjoying flexibility and independence.
- Qualifications: Level 4 Diploma in Financial Planning and proven client management skills.
- Other info: Opportunity to work across multiple locations, including Plymouth.
The predicted salary is between 36000 - 60000 £ per year.
A leading accountancy firm in the UK is seeking a self-employed Independent Financial Adviser to provide holistic financial advice across various areas, including investment and tax planning. This role involves developing client relationships and collaborating with accountants.
Successful candidates will hold a Level 4 Diploma in Financial Planning and have a strong record of client management. Flexible hours are available, and the position covers multiple locations including Plymouth.
Self-Employed Financial Advisor — South West (Flexible) in Plymouth employer: TC Group
Contact Detail:
TC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor — South West (Flexible) in Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. Building relationships can lead to referrals and new clients, which is key for us as self-employed financial advisors.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in investment and tax planning. Whether it's through blogs, social media, or webinars, let potential clients see what you can offer. We want them to know we’re the go-to experts!
✨Tip Number 3
Leverage our website! Apply through StudySmarter to find opportunities that match your skills. We’ve got a range of resources to help you stand out and land that perfect role as a self-employed financial advisor.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you’re keen and professional, which is exactly what clients are looking for in a financial advisor.
We think you need these skills to ace Self-Employed Financial Advisor — South West (Flexible) in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your client management successes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this self-employed role. Share your passion for holistic financial advice and how you’ve built strong client relationships in the past.
Showcase Your Flexibility: Since this role offers flexible hours, let us know how you can adapt your schedule to meet client needs. Highlight any previous experiences where you successfully managed your time to provide excellent service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at TC Group
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment and tax planning. Be ready to discuss your Level 4 Diploma in Financial Planning and how it applies to real-world scenarios.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you overcame them to build trust and rapport.
✨Understand the Firm's Culture
Research the accountancy firm thoroughly. Understand their values and how they approach client relationships. This will help you tailor your answers to show that you're a great fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about their approach to collaboration with accountants or how they support their advisers in developing client relationships. This shows your genuine interest in the role.
