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- Tasks: Provide client-focused financial advice and build strong relationships.
- Company: Reputable financial advisory firm based in Newcastle upon Tyne.
- Benefits: Competitive salary, unlimited holiday, generous pension contributions, and private medical cover.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: QCF Level 4 qualified with a proven track record in financial advising.
- Other info: Enjoy a flexible work environment with excellent career progression opportunities.
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
The following information aims to provide potential candidates with a better understanding of the requirements for this role. Please click on the apply button to read the full job description.
Independent Financial Advisor 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, 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 techniques. Think of real-life examples where you’ve delivered compliant and values-driven advice. We want to see your expertise shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your QCF Level 4 qualification right at the start. We want to see that you’ve got the credentials to back up your experience, so don’t be shy about showcasing your achievements!
Client-Focused Approach: Since this role is all about delivering client-focused advice, share specific examples of how you've put clients first in your previous roles. We love hearing about your success stories and how you’ve made a difference!
Be Compliant and Values-Driven: We’re big on compliance and values here at StudySmarter. Make sure to mention how you’ve adhered to regulations and maintained ethical standards in your past work. It shows us you’re serious about doing things the right way!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to keep track of your application and ensures you get all the info you need about the role. Plus, we can’t wait to hear from you!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your financial knowledge and regulations. Be prepared to discuss your QCF Level 4 qualifications and how they apply to the role. This shows that you're not just qualified, but also passionate about delivering top-notch advice.
✨Client-Centric Approach
Prepare examples of how you've delivered client-focused advice in the past. Think about specific cases where your values-driven approach made a difference. This will help demonstrate your commitment to putting clients first, which is crucial for this role.
✨Research the Company
Take some time to learn about the company’s values and culture. Understanding their mission will allow you to align your answers with what they’re looking for. Plus, it shows that you’re genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask at the end of the interview. This could be about their approach to client relationships or how they support their advisors. It not only shows your interest but also gives you a chance to assess if the company is the right fit for you.
