At a Glance
- Tasks: Provide personalised financial advice and build lasting client relationships.
- Company: Tudor Franklin, a growing independent financial planning firm.
- Benefits: Competitive salary, health cash plan, flexible working, and full support.
- Other info: Opportunity for career growth and influence in a collaborative culture.
- Why this job: Join a dynamic team and shape the future of financial advice.
- Qualifications: Level 4 Diploma qualified with experience in holistic financial planning.
The predicted salary is between 49500 - 60500 £ per year.
Tudor Franklin is a growing independent financial planning firm dedicated to helping people worry less and live more through clear, honest financial advice.
Since 2017, we have built a strong reputation for delivering personalised financial planning, exceptional client outcomes, and long-term trusted relationships.
Led by Chartered Associate advisers Bharat and Richard, we provide holistic advice across pensions, investments, retirement planning, inheritance tax and business planning.
Our success is built on putting clients first, maintaining the highest professional standards, and creating tailored strategies that help individuals and families achieve their financial goals.
As an ambitious and fast-growing firm, we're now looking for the right adviser to join us on the next stage of our journey and play a key role in shaping the future of the business. .
Why Join Us?
- Be the first externally hired Financial Adviser in a highly ambitious, growing independent financial advice firm.
- Play a pivotal role in shaping the future of the business and helping to build a recognised, trusted regional brand.
- Receive an existing client bank from day one , providing an immediate platform for recurring income and relationship building.
- Enjoy the freedom and autonomy to develop and grow your client base your way, without unnecessary corporate constraints.
- Work directly with the business owners and have a genuine voice in the firm's growth strategy and future direction.
- Opportunity to help influence adviser propositions, client service standards, processes and business development initiatives.
- Join a business at an exciting stage of growth where your contribution will be visible, valued and rewarded.
- Benefit from full paraplanning and administrative support, allowing you to focus on client relationships and advice delivery.
- Access to high-quality leads and ongoing support to help accelerate the growth of your client portfolio.
- Build long-term equity in your career by becoming a key figure in the firm's expansion journey.
- Enjoy a collaborative, client-centric culture that prioritises doing the right thing for clients rather than sales targets.
- Flexible working arrangements with a focus on outcomes, trust and work-life balance.
- Clear progression opportunities as the business grows, including potential future leadership and management responsibilities.
- Join a firm committed to delivering truly independent, holistic financial planning and building lasting client relationships.
- Be part of creating something special rather than being another adviser in a large corporate structure.
- Company benefits including health cashplan, 3 x death in service
What We're Looking For
- An experienced Financial Adviser with strong technical knowledge and a genuine passion for delivering high-quality, client-focused financial planning.
- Level 4 Diploma qualified (or equivalent), with a commitment to ongoing professional development and maintaining the highest professional standards.
- Proven experience providing holistic financial planning advice across pensions, investments, protection and retirement planning to help clients achieve their long-term financial objectives.
- An individual who can build trust quickly and develop lasting client relationships through exceptional service and outcomes.
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and engaging manner.
- A commercially minded adviser who is motivated to develop and grow a client bank while maintaining a strong focus on client care and regulatory excellence.
- Comfortable working with a high degree of autonomy whilst contributing positively to a collaborative and supportive team environment.
- Strong organisational skills and attention to detail, ensuring an efficient and compliant advice process from initial enquiry through to ongoing review.
- A desire to play a key role in the growth of a modern, ambitious advice business and help shape its future success.
- Good understanding of UK financial services regulation and compliance requirements.
- Chartered status, working towards Chartered, or holding advanced qualifications would be advantageous but is not essential.
- Ideal Candidate
- Entrepreneurial mindset with the ambition to build and grow a successful client bank.
- Excited by the opportunity to join a growing firm where your contribution will have a direct impact on the business's future.
- Looking for more autonomy, influence and long-term career potential than is typically available within larger corporate advice firms.
- Shares our commitment to delivering trusted, relationship-led financial planning that genuinely improves clients' lives.
- #J-18808-Ljbffr
Independent Financial Advisor in Ratby employer: Tudor Franklin Independent Financial Advice
Tudor Franklin is an exceptional employer for Independent Financial Advisors, offering a unique opportunity to be the first externally hired adviser in a rapidly growing firm. With a strong focus on client-centric values, flexible working arrangements, and full support for paraplanning and administration, you will have the autonomy to develop your client base while contributing to the firm's strategic growth. Join a collaborative culture that prioritises meaningful relationships and professional development, ensuring your contributions are valued and rewarded as you help shape the future of financial planning.
Contact Details:
Tudor Franklin Independent Financial Advice Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Ratby
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We think you need these skills to ace Independent Financial Advisor in Ratby
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Tudor Franklin Independent Financial Advice.
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Research and Reflect:Before hitting that 'apply' button on Tudor Franklin Independent Financial Advice's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Tudor Franklin Independent Financial Advice
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Tudor Franklin Independent Financial Advice.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Tudor Franklin Independent Financial Advice will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Tudor Franklin Independent Financial Advice employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
