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For Companies At a Glance
- Tasks: Provide tailored financial advice and create comprehensive financial plans for clients.
- Company: Established financial advisory firm with a client-focused approach.
- Benefits: Competitive salary, unlimited holiday, 8% pension contribution, and private medical insurance.
- Why this job: Join a collaborative team and help clients achieve their financial goals.
- Qualifications: QCF Level 4 qualified with experience in financial advisory roles.
- Other info: Great career development opportunities in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced financial advisor who is QCF Level 4 qualified? Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice? Are you looking for an IFA role local to Newcastle upon Tyne?
Benefits:
- Competitive salary
- Unlimited Holiday
- 8% employer pension contribution
- NI repayment
- 10x salary death in service cover
- Private medical insurance & cash plan
About the Company:
A well-established and client-focused financial advisory firm is seeking talented individuals to join their growing team. The firm provides tailored wealth management and financial planning services, supporting clients in achieving their long-term financial goals. Known for its professional and collaborative culture, it offers opportunities for career development and exposure to a wide range of financial products and services.
Key Duties for this IFA role:
- Providing comprehensive financial advice to clients across pensions, investments, protection, and retirement planning.
- Conducting fact-finds and risk assessments to understand clients' financial situations and objectives.
- Preparing and presenting financial plans, including recommendations and strategy reports.
Skills Required for this IFA role:
- Client-Focused Advice: Ability to deliver high-quality, compliant, and values-driven financial advice tailored to individual client needs.
- Qualifications & Technical Knowledge: Minimum QCF Level 4 qualification, with strong knowledge across pensions, investments, protection, and retirement planning.
- Experience & Track Record: Proven history of performing well in an advisory role, demonstrating professionalism, strong client outcomes, and commercial awareness.
Apply Today for This Employed IFA Role:
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you haven't heard from us within 7 days, please assume your application was unsuccessful.
Locations
Independent Financial Advisor in Gateshead, North East employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in Gateshead, North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at firms like the one you're eyeing. A personal recommendation can really set you apart from the crowd.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and retirement planning. We want you to showcase your expertise and demonstrate how you can deliver client-focused advice that aligns with their needs.
✨Tip Number 3
Don’t just apply and wait! Follow up on your application after a week or so. A quick email to express your continued interest can show your enthusiasm and keep you on their radar.
✨Tip Number 4
Check out our website for more roles that might suit you. We often have various positions available, and applying through us can give you an edge in the hiring process!
We think you need these skills to ace Independent Financial Advisor in Gateshead, North East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your QCF Level 4 qualification and showcases your experience in delivering client-focused advice. We want to see how your skills align with the role, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Track Record: In your application, be sure to mention specific examples of how you've delivered strong client outcomes in the past. We’re looking for evidence of your professionalism and commercial awareness, so don’t be shy about sharing your successes!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team in Newcastle upon Tyne!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and retirement planning. Be ready to discuss specific cases where you've delivered client-focused advice, as this will show your expertise and experience in the field.
✨Showcase Your Track Record
Prepare to share examples of your past successes in advisory roles. Highlight how you've achieved strong client outcomes and maintained compliance. This will demonstrate your professionalism and ability to deliver results.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Since they pride themselves on a collaborative environment, think about how you can contribute to that and be ready to discuss how your values align with theirs.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about their approach to client relationships or how they support career development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
