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For Companies At a Glance
- Tasks: Provide holistic financial advice and develop long-term client relationships.
- Company: Established financial firm in Silsden with a supportive team.
- Benefits: Competitive salary, bonus structure, and full administrative support.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2-5 years of experience.
- Other info: Genuine long-term career prospects in a dynamic environment.
The predicted salary is between 50000 - 55000 £ per year.
Silsden, West Yorkshire
A GBP 50,000 - GBP 55,000 basic + bonus + benefits OTE GBP 60,000+
Immediate start available.
An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best: advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.
The Role
You will provide holistic financial advice to an established client base across Yorkshire, covering:
- Investments
- Pensions and retirement planning
- Tax planning
- Protection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.
Key Responsibilities
- Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectives
- Analysing client information and preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching the market and recommending appropriate products and services
- Designing and implementing financial strategies
- Supporting clients to make informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients’ changing needs and circumstances
- Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents)
- Keeping up to date with financial products, legislation and regulatory requirements
- Producing clear and compliant financial reports
About You
- Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential)
- 2 to 5 years experience as a Financial Adviser
- Strong knowledge of investments, pensions, tax planning and protection
- Excellent communication and relationship-building skills
- Self-motivated, professional and well-organised
- Confident working independently while also contributing to a team environment
What Is On Offer
- A GBP 50,000 to GBP 55,000 basic salary (depending on experience and qualifications)
- Bonus structure + OTE GBP 60,000+
- Existing client bank provided
- Full administrative and paraplanning support
- Supportive, established business with genuine long-term career prospects
- Benefits package to be discussed at interview stage
Interested? Please apply with your updated CV.
Financial Advisor employer: TipTopJob
Contact Detail:
TipTopJob Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, or even hit up LinkedIn. The more connections we make, the better our chances of landing that Financial Advisor role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. We want them to see the value you bring to the table.
✨Be Prepared for Interviews
Do your homework on the company and the role. We should be ready to discuss how our experience aligns with their needs. Practise common interview questions and think about how we can demonstrate our knowledge of investments, pensions, and tax planning.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented Financial Advisors like you to join our team!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant experience you have as a Financial Advisor.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully advised clients in the past and how you can contribute to our team in Silsden.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through to show us how you build relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it’s super straightforward!
How to prepare for a job interview at TipTopJob
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. The interviewers will likely ask you to explain how you would approach a client's financial situation, so be ready to showcase your expertise and provide examples from your past experience.
✨Build Rapport
Since this role involves developing long-term relationships with clients, practice your communication skills. Be friendly and approachable during the interview. Show that you can connect with people easily, as this will be crucial in your role as a Financial Advisor.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewers about the firm and its culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Ask about their approach to client relationships or how they support their advisors.
✨Showcase Your Organisational Skills
As a Financial Advisor, you'll need to manage multiple clients and their needs. During the interview, highlight your organisational skills and how you've successfully managed your time and client records in the past. This will reassure them that you're capable of handling the responsibilities of the role.
