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- 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, and private medical insurance.
- Why this job: Join a collaborative team and help clients achieve their financial goals.
- Qualifications: QCF Level 4 qualified with a strong track record in financial advising.
- Other info: Great career development opportunities in a supportive environment.
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.
Independent Financial Advisor in Gateshead 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those in Newcastle upon Tyne. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your client-focused advice skills. Think of real-life examples where you’ve delivered compliant and values-driven advice. This will show you’re not just talk but have the experience to back it up!
✨Tip Number 3
Don’t forget to showcase your qualifications! Make sure you highlight your QCF Level 4 qualification and any relevant training during conversations with potential employers. It’s all about proving you’re the right fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’ll connect you with a specialist consultant who can help you shine in the process.
We think you need these skills to ace Independent Financial Advisor in Gateshead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Advisor role. Highlight your QCF Level 4 qualification and any relevant experience in delivering client-focused advice. We want to see how your skills match what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've delivered compliant and values-driven advice that led to positive client outcomes. This will help us see your impact in previous roles.
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 align with our firm’s values. Keep it concise but engaging, and let your personality come through!
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’re considered for the role. Plus, it makes the process smoother for everyone involved!
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 delivering compliant and values-driven advice. Highlight any metrics or outcomes that demonstrate your ability to achieve strong client results, as this will resonate well with the hiring firm.
✨Understand Their Culture
Research the company’s professional and collaborative culture. Be ready to explain how your values align with theirs and how you can contribute to their team dynamic, which is crucial for a role in a client-focused advisory firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client management. This not only shows your interest but also helps you gauge if the company is the right fit for you, making it a win-win situation.
