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- Tasks: Provide expert financial advice and build long-term client relationships.
- Company: Join Yellow Brick Financial Planning, part of an award-winning group committed to exceptional service.
- Benefits: Enjoy flexible working, uncapped earnings, and quality client leads without cold calling.
- Why this job: Be part of a values-driven team that prioritises community and fun while helping clients succeed.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and proven IFA experience.
- Other info: Remote or hybrid work options available; collaboration with mortgage and estate planning teams.
The predicted salary is between 36000 - 60000 £ per year.
Type of work: Self-Employed with Uncapped Earnings
Location: Remote/Hybrid Norwich
Working hours: Full time
About Us: Yellow Brick Financial Planning is part of the award-winning Yellow Brick Group, providing whole-of-market advice across Financial Planning, Mortgages, Commercial Finance, Wills, and Estate Planning. Our ethos of exceptional service and community commitment is at the heart of everything we do. We pride ourselves on exceptional customer service, giving back to our community, and having fun along the way!
Why Join Us?
- Quality client leads provided – no cold calling required!
- Flexible working – work remotely or from our Norwich office.
- Competitive commission structure with uncapped earnings potential.
- Opportunities to cross-sell mortgages, wills, and estate planning services.
The Role: We are looking for a driven and experienced Level 4 Diploma qualified Independent Financial Advisor (IFA) to join our thriving team. In this role, you’ll provide expert financial advice, build long-term client relationships and deliver tailored solutions across pensions, investments and protection planning. While it’s not essential, bringing an existing client bank would be highly advantageous, allowing for a smoother transition and faster success in the role. This would also provide an opportunity to continue nurturing those relationships while expanding your portfolio with the support of our established infrastructure.
Key Responsibilities:
- Conduct in-depth client consultations to identify and understand their financial goals.
- Provide tailored, holistic advice on pensions, investments and protection.
- Develop financial plans that help clients grow and safeguard their wealth.
- Maintain strong, long-term client relationships through regular reviews and ongoing support.
- Ensure full compliance with FCA regulations and company standards.
- Collaborate with our mortgage and estate planning teams to deliver seamless, comprehensive advice.
What We’re Looking For:
- Minimum Level 4 Diploma in Financial Planning.
- Strong knowledge of financial planning products and services.
- Proven experience as an IFA with a track record of meeting targets.
- Ability to build rapport and foster long-term client relationships.
- Self-motivated, driven and passionate about helping clients achieve their goals.
If you’re passionate about delivering exceptional financial advice and want to be part of a growing, values-driven organisation, we’d love to hear from you! Apply now or contact us for more information.
Independent Financial Advisor employer: Yellow Brick Mortgages
Contact Detail:
Yellow Brick Mortgages Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area or online. Building relationships with mortgage brokers, estate planners, and other advisors can help you gain referrals and insights into the industry, which is crucial for an Independent Financial Advisor.
✨Tip Number 2
Familiarise yourself with Yellow Brick Financial Planning's ethos and services. Understanding their commitment to exceptional customer service and community involvement will allow you to align your approach and demonstrate how you can contribute to their mission during interviews.
✨Tip Number 3
Prepare to discuss your existing client bank if you have one. Highlighting your current relationships and how they can transition to Yellow Brick will show your potential value and ease of integration into their team.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current events and changes in the financial landscape will not only boost your confidence but also impress potential employers with your commitment to professional development.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience as an Independent Financial Advisor. Emphasise your ability to build client relationships and your knowledge of financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to exceptional customer service. Mention how your values align with those of Yellow Brick Financial Planning and provide examples of how you've helped clients achieve their financial goals.
Highlight Relevant Experience: In your application, detail your previous roles and responsibilities as an IFA. If you have an existing client bank, mention it as this could give you an edge in the application process.
Showcase Your Soft Skills: Since building long-term client relationships is key, include examples of your interpersonal skills, such as communication, empathy, and problem-solving abilities. This will demonstrate your suitability for the role.
How to prepare for a job interview at Yellow Brick Mortgages
✨Know Your Stuff
Make sure you have a solid understanding of financial planning products and services. Brush up on your knowledge of pensions, investments, and protection planning, as you'll need to demonstrate your expertise during the interview.
✨Showcase Your Client Relationship Skills
Be prepared to discuss how you've built and maintained long-term client relationships in the past. Share specific examples that highlight your ability to understand clients' needs and provide tailored advice.
✨Understand the Company Culture
Research Yellow Brick Financial Planning and their ethos of exceptional service and community commitment. Be ready to explain how your values align with theirs and how you can contribute to their mission.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you assess if the company is the right fit for you. Consider asking about their support for IFAs and opportunities for professional development.
