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- Tasks: Provide tailored financial advice on pensions, investments, and retirement planning.
- 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 advisory track record.
- 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.
Independent Financial Advisor in Newcastle upon Tyne 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 Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using mock interview platforms to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of your past successes in client-focused advice during interviews. This will help demonstrate your track record and how you can add value to the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our team.
We think you need these skills to ace Independent Financial Advisor in Newcastle upon Tyne
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your QCF Level 4 qualification right at the top of your CV. We want to see that you’ve got the credentials to back up your experience, so don’t be shy about showcasing your skills!
Tailor Your Application: When applying, take a moment to tailor your application to the role. Mention specific experiences where you delivered client-focused advice and how you’ve helped clients achieve their financial goals. This will show us you’re the right fit for our team.
Be Clear and Concise: Keep your CV and cover letter clear and to the point. We appreciate a well-structured application that gets straight to the good stuff. Use bullet points where possible to make it easy for us to read through your achievements.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our awesome team!
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 about the role and the company. This shows your genuine interest and helps you assess if the firm is the right fit for you. Consider asking about their approach to client relationships or opportunities for career development.
