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- Tasks: Provide holistic financial advice on investments, pensions, and estate planning.
- Company: National Financial Planning firm with a supportive team culture.
- Benefits: Salary up to £55,000 plus bonuses, fully remote work, and strong benefits package.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Experience as a Financial Adviser and local knowledge of Sheffield area.
- Other info: Opportunity for significant earnings and career growth in a flexible environment.
The predicted salary is between 55000 - 80000 £ per year.
Location - South Yorkshire (Remote)
Salary - OTE £80,000
We are working with a national Financial Planning firm who are looking for an experienced Financial Adviser to take over an existing client book. The book consists of approximately 150 clients with a value of around £30m AUM. In the role you will provide an ongoing holistic advice service covering investment, pensions, IHT and estate and protection advice.
As a Financial Adviser, you will be supported by a Paraplanning and Admin team based at Head office but the position itself is fully remote/field-based with no requirements to go into the office. The clients are based around Sheffield, so being local to the area is a requirement.
What’s on offer?
- Salary of up to £55,000
- Competitive bonus scheme allowing for OTE OF £80,000 in year one
- Fully remote working model
- Strong benefits package
If you’re interested in the Financial Adviser position then apply today and if suitable, one of our consultants will be in touch within 24 hours!
Financial Adviser in Sheffield employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities in South Yorkshire. A personal recommendation can go a long way in landing that Financial Adviser role.
✨Tip Number 2
Prepare for virtual interviews! Since this role is remote, you’ll likely have video calls. Make sure your tech is sorted, and practice answering common interview questions related to financial advice. We want you to shine!
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss your experience with investment, pensions, and estate planning. Use specific examples from your past work to demonstrate how you can add value to their existing client book.
✨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, if you’re a good fit, one of our consultants will reach out to you within 24 hours. Let’s get you that job!
We think you need these skills to ace Financial Adviser in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially with investment and pensions. We want to see how you can bring value to our existing client book!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're the perfect fit for this role and how your skills align with our needs. Keep it engaging and personal.
Showcase Your Local Knowledge: Since the clients are based around Sheffield, let us know about your familiarity with the area. It’s a great way to demonstrate your understanding of the local market!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the quickest way for us to receive your application and get back to you within 24 hours if you’re a good match!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics. Brush up on key figures related to investment performance, pensions, and estate planning. Being able to discuss these confidently will show that you're not just familiar with the concepts but can also apply them effectively.
✨Showcase Your Client Management Skills
Since you'll be taking over an existing client book, it's crucial to highlight your experience in managing client relationships. Prepare examples of how you've successfully built rapport and trust with clients in the past, and be ready to discuss your approach to maintaining those relationships.
✨Understand the Local Market
Being local to Sheffield is a requirement, so make sure you research the financial landscape in South Yorkshire. Familiarise yourself with any regional trends or challenges that could impact your clients. This knowledge will help you stand out as someone who is genuinely invested in the area and its people.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, support systems, and growth opportunities. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.