At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial firm in Silsden with a supportive environment.
- Benefits: Competitive salary, bonus potential, and full administrative support.
- Other info: Genuine long-term career prospects with an existing client bank.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 50000 - 55000 £ per year.
An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery.
The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment.
The Financial Planner Role
You, as Financial Planner, 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 Financial Planner role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client’s individual goals and circumstances.
Key Responsibilities
- Conducting detailed reviews of clients' financial circumstances and objectives
- Preparing suitable financial plans and recommendations
- Completing detailed risk assessments
- Researching and recommending appropriate financial products and services
- Building and maintaining strong long-term client relationships
- Supporting clients in making informed financial decisions
- Maintaining accurate and compliant client records
- Reviewing and responding to clients' changing financial needs
- Liaising with providers, professional connections and internal teams
- Keeping up to date with industry regulations and market developments
- Producing clear and compliant financial reports
About You
- Level 4 Diploma qualified in Financial Planning (minimum requirement)
- Chartered status advantageous but not essential
- Previous experience as a Financial Adviser / Financial Planner / IFA
- Strong knowledge of pensions, investments, tax planning and protection
- Excellent communication and relationship-building skills
- Professional, organised and client-focused approach
- Able to work independently whilst contributing positively to the wider team
What’s on Offer
- £50,000 to £55,000 basic salary depending on experience
- Bonus structure + OTE £60,000+
- Existing client bank provided
- Full paraplanning and administrative support
- Established pipeline and long-term client relationships
- Supportive and established business environment
- Genuine long-term career prospects
- Additional benefits discussed at interview stage
Interested? Please apply with your updated CV.
Financial Planner. Job in Silsden LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established and growing firm in Silsden as a Financial Planner, where you will benefit from an existing client bank and comprehensive support from a dedicated team. With a competitive salary, bonus potential, and a focus on long-term career development, this role offers a professional yet supportive work culture that prioritises client relationships and high-quality advice delivery. Experience the advantages of working in a thriving environment that values your expertise and fosters your growth.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner. Job in Silsden LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend local events, and join relevant online groups. You never know who might have a lead on that perfect Financial Planner role!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Show off your knowledge of investments, pensions, and tax planning – it’ll make you stand out!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s just good manners!
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Planner gig. We’re all about making connections and helping you find the right fit, so don’t miss out!
We think you need these skills to ace Financial Planner. Job in Silsden LilyLifestyle Jobs
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 in building client relationships.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Financial Planner role. Share specific examples of how you've successfully provided financial advice and built long-term client relationships in the past.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application is clear and professional. Use straightforward language and structure your documents well to demonstrate your ability to convey information effectively.
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 as quickly as possible. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and products. Brush up on your knowledge of pensions, investments, and tax planning. Be ready to discuss specific examples from your past experience where you successfully advised clients on these topics.
✨Showcase Relationship-Building Skills
This role emphasises long-term client relationships, so come prepared with anecdotes that highlight your ability to build rapport and trust. Think of times when you turned a one-time client into a loyal customer through excellent service and communication.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. Practice how you would handle various client situations, such as a client needing urgent financial advice or someone unsure about their investment strategy. This will demonstrate your problem-solving skills and client-focused approach.
✨Stay Updated on Industry Trends
The financial landscape is always changing, so make sure you're up-to-date with the latest regulations and market developments. Bring this knowledge into the conversation to show your commitment to continuous learning and how it can benefit the firm and its clients.
