At a Glance
- Tasks: Deliver high-quality financial planning advice remotely to clients.
- Company: Established financial planning business with a strong regional presence.
- Benefits: Competitive salary, secure income, and all clients pre-booked for you.
- Other info: Ideal for those seeking stability and strong earning potential.
- Why this job: Enjoy advising without the pressure of prospecting in a supportive environment.
- Qualifications: Level 4 Diploma qualified with experience in financial advice or paraplanning.
The predicted salary is between 60000 - 75000 £ 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.
Financial Adviser in Ashley employer: Tempest Jones
Join a well-established, independent financial planning business in the Northwest that prioritises employee satisfaction and growth. With a competitive remuneration structure, all clients provided, and a supportive work culture, this role offers Financial Advisers the chance to focus on delivering high-quality advice without the pressure of business development. Enjoy the stability of an employed position while working remotely, allowing for a balanced work-life dynamic and the opportunity to thrive in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Ashley
✨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
Prepare for virtual interviews! Since most meetings will be remote, make sure your tech is up to scratch. Test your camera and microphone beforehand, and choose a quiet, professional-looking space for your calls.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss your experience with retirement planning, pensions, and investments. Use specific examples to demonstrate how you've helped clients achieve their financial goals.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your CV in front of the right people. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace Financial Adviser in Ashley
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 directly 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 helping clients.
✨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. Consider doing mock interviews with a friend to get comfortable.
✨Build Rapport
As a Financial Adviser, building trust with clients is key. Think of ways to demonstrate your warm and engaging character during the interview. Share examples of how you've successfully built relationships in past roles.
✨Show Enthusiasm for the Role
Express your excitement about the opportunity to work in a client-focused firm. Highlight how the stability of an employed position and the flow of clients aligns with your career goals. This enthusiasm can set you apart from other candidates.
