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- Tasks: Provide holistic financial advice on investments and tax strategies.
- Company: Leading financial services firm in the UK with a strong reputation.
- Benefits: Self-employed flexibility, potential for high earnings, and professional growth.
- Why this job: Make a real difference in clients' financial lives while enjoying independence.
- Qualifications: Level 4 Diploma in Financial Planning and excellent self-management skills.
- Other info: Opportunity to build long-term client relationships and travel across the South West.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in the UK seeks an Independent Financial Adviser to cover the South West region, including Plymouth. This role involves providing holistic financial advice across various areas such as investment planning and tax strategies.
Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong self-management skills, along with the ability to build long-term client relationships. This is a self-employed position that requires travel to client meetings and other office locations.
Independent Financial Adviser (Self-Employed) – South West in Plymouth employer: TC Professional Services
Contact Detail:
TC Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (Self-Employed) – South West in Plymouth
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and potential clients in the South West. Attend local events, join online forums, and don’t be shy about sharing your expertise.
✨Tip Number 2
Showcase your skills! Create a personal website or LinkedIn profile that highlights your Level 4 Diploma and any specialisations you have. This is your chance to shine and attract clients who need your holistic financial advice.
✨Tip Number 3
Practice your pitch! When meeting potential clients, be ready to explain how you can help them with investment planning and tax strategies. Tailor your approach to their needs and build that long-term relationship from the get-go.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that self-employed role. Plus, it’s a great way to show your commitment to joining our team and making a difference in the financial services sector.
We think you need these skills to ace Independent Financial Adviser (Self-Employed) – South West in Plymouth
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Planning right at the start. We want to see how your qualifications make you the perfect fit for this role!
Tailor Your Application: Don’t just send a generic application! We love it when candidates personalise their applications to reflect our values and the specifics of the Independent Financial Adviser role. It shows us you’re genuinely interested.
Demonstrate Your Self-Management Skills: Since this is a self-employed position, we need to know you can manage your time and workload effectively. Share examples of how you've successfully juggled multiple tasks or projects in the past.
Build a Connection: In your application, let us know how you plan to build long-term relationships with clients. We’re all about connection, so any insights into your approach will definitely catch our eye!
How to prepare for a job interview at TC Professional Services
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment planning and tax strategies. Being able to discuss these topics confidently will show that you're not just qualified but also passionate about the role.
✨Showcase Your Self-Management Skills
Since this is a self-employed position, it's crucial to demonstrate your ability to manage your time and workload effectively. Prepare examples of how you've successfully managed client relationships or projects independently in the past.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask questions about their experiences and the company culture. This will not only make you more memorable but also highlight your relationship-building skills, which are key for this role.
✨Plan Your Travel Logistics
As the role involves travel to client meetings, be prepared to discuss how you plan to manage your travel schedule. Showing that you have a strategy for balancing travel with client appointments will demonstrate your organisational skills and commitment to the job.
