At a Glance
- Tasks: Deliver high-quality financial advice on retirement, pensions, and investments to clients.
- Company: Established independent financial planning business with a strong regional presence.
- Benefits: Competitive salary, remote work, and all client appointments pre-booked.
- Other info: Ideal for those who value support and consistency in a respected firm.
- Why this job: Enjoy a secure role with strong earning potential and no need for business development.
- Qualifications: Level 4 Diploma qualified with experience in financial advice or paraplanning.
The predicted salary is between 67500 - 82500 £ per year.
A fantastic opportunity has arisen for a Financial Adviser to join a well-established, independent and directly authorised financial planning business with a strong regional presence across the Northwest.
What is on offer for the Financial Adviser?
- £Competitive, attractive remuneration structure with 1x validation
- Realistic earnings of around £75,000 including bonus
- All clients provided and all appointments pre-booked
- Remote advice, so no need to travel up and down the country
- An employed position offering the stability of a secure income
Financial Adviser Role Accountabilities
This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career.
Financial Adviser Requirements
- Level 4 Diploma Qualified via CII or LIBF.
- Experience within a financial advice role, or paraplanning with client contact.
- A warm and engaging character who easily builds rapport and trust with clients.
- A polished and articulate communication style, both verbal and written.
- An ability to work in a fast paced and busy role motivated to give exceptional levels of service.
For further details on the Financial Adviser role or to apply, please send your CV to jenny@tempestjones.com.
Financial Adviser in Altrincham employer: Tempest Jones
Join a well-established and independent financial planning business in the Northwest, where you will benefit from a competitive remuneration structure and the stability of an employed position. With all clients provided and appointments pre-booked, you can focus on delivering high-quality financial advice without the pressure of business development. Our supportive work culture fosters employee growth, making this an ideal opportunity for experienced Financial Advisers seeking a rewarding career path.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to showcase your skills and experience. Prepare a few stories that highlight your successes in financial advising and how you’ve helped clients achieve their goals.
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest financial products and regulations will not only impress potential employers but also show that you're passionate about your field.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Adviser in Altrincham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your Level 4 Diploma and any relevant experience in financial advice or paraplanning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your warm and engaging character, and explain why you're passionate about delivering high-quality financial planning advice. Let us know why you’re the perfect fit for this role!
Showcase Your Communication Skills:Since this role involves remote advice, it's crucial to demonstrate your polished communication style. Make sure your written application is clear, concise, and free of errors. We appreciate attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Tempest Jones
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around retirement planning, pensions, and investments. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Practice Your Communication Skills
Since this role involves remote advice, it's crucial to have a polished communication style. Practise articulating your thoughts clearly and concisely, both verbally and in writing. You might even want to do a mock interview with a friend to get comfortable.
✨Build Rapport Virtually
As you'll be meeting clients remotely, think about how to create a warm and engaging atmosphere through a screen. Prepare some strategies for building rapport quickly, like asking open-ended questions or sharing relatable anecdotes.
✨Show Your Motivation
This position is all about delivering exceptional service without the pressure of business development. Be ready to explain why you’re passionate about advising clients and how you plan to maintain high service levels in a fast-paced environment.
