At a Glance
- Tasks: Manage a portfolio of clients and provide holistic financial planning services.
- Company: Reputable IFA in Leicestershire with a supportive team environment.
- Benefits: Up to £80,000 salary, bonus scheme, hybrid work, and generous leave.
- Other info: Enjoy full admin support and business development assistance.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and 2+ years of client-facing experience.
The predicted salary is between 48000 - 64000 £ per year.
Location: Leicester
Salary: Up to £80,000 + Bonus OTE £100K+
We are working with an IFA based in Leicestershire who are looking to bring on a new Financial Planner to manage a bank of 100 clients with a value of approximately £20m AUM. As a Financial Planner, you will provide an ongoing holistic financial planning service covering investment, pension, estate, trust and protection planning. As well as servicing existing clients, you will be provided with referrals and business development support to bring new clients into the business. You will have a full team of admin and paraplanning staff working alongside you.
What’s on offer?
- Salary up to £80,000
- Bonus scheme on new and ongoing business
- Full admin and paraplanning support
- Hybrid work from home model
- 28 days annual leave + bank holidays
- Generous benefits package
Requirements:
- Level 4 Diploma in Regulated Financial Planning
- 2+ years in client facing financial advice position in the UK
If the Financial Planner position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable.
Financial Adviser in Leicester employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Leicester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals in Leicester. Attend local events, join online forums, or even hit up LinkedIn to make those valuable connections that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning. Share insights on social media or write articles about investment strategies to get noticed by potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company and be ready to discuss how your experience aligns with their needs. Practice common interview questions and have examples ready to demonstrate your client-facing skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of getting noticed. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Adviser in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your experience in client-facing financial advice and any relevant qualifications, like your Level 4 Diploma. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. We love seeing genuine enthusiasm for the role!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client base or successfully managing investments, we want to know how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Numbers
As a Financial Adviser, you’ll need to be comfortable discussing figures. Brush up on your knowledge of investment strategies, pension plans, and estate management. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client-Centric Approach
This role is all about building relationships. Prepare examples that highlight your ability to understand client needs and provide tailored financial solutions. Think about times when you’ve gone above and beyond for a client.
✨Understand the Company Culture
Research the IFA’s values and mission. Knowing what they stand for will help you align your answers with their expectations. It shows you’re genuinely interested in being part of their team and not just any job.
✨Prepare Questions to Ask
Interviews are a two-way street. Prepare insightful questions about their business development support and how they envision the role evolving. This demonstrates your enthusiasm and strategic thinking about your potential future there.
