Financial Advisor

Financial Advisor

Leicester Full-Time 75000 £ / year No home office possible
P

At a Glance

  • Tasks: Help clients with financial planning and manage their investments.
  • Company: Join a dynamic firm that supports new Financial Advisors with an existing client base.
  • Benefits: Enjoy a structured career path with opportunities for growth and development.
  • Why this job: Make a real impact on clients' financial futures while building your own career.
  • Qualifications: No prior experience needed; just a passion for finance and helping others.
  • Other info: This role offers a unique chance to inherit a client bank from day one.

Are you an experienced Financial Advisor, seeking an employed job, based from home with quality leads and existing clients provided covering Leicester area?

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success click apply for full job details

Financial Advisor employer: Premier Jobs UK Limited

As a Financial Advisor with us in Leicester, you will benefit from a well-established client bank, allowing you to focus on delivering exceptional financial planning services without the pressure of building a clientele from scratch. Our supportive work culture fosters collaboration and continuous professional development, ensuring that you have ample opportunities for growth and advancement in your career. Additionally, our commitment to providing leads through marketing initiatives means you can concentrate on what you do best—helping clients achieve their financial goals.
P

Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor

✨Tip Number 1

Network with local professionals in the financial sector. Attend industry events and seminars in Leicester to meet potential clients and other advisors who can provide insights into the market.

✨Tip Number 2

Familiarize yourself with the specific financial products and services that are popular in the Leicester area. This knowledge will help you connect better with clients and demonstrate your expertise.

✨Tip Number 3

Leverage social media platforms to showcase your financial knowledge and engage with potential clients. Share valuable content related to financial planning to build your online presence.

✨Tip Number 4

Consider obtaining additional certifications or training that are relevant to the financial advisory role. This can enhance your credibility and make you a more attractive candidate for the position.

We think you need these skills to ace Financial Advisor

Financial Planning
Client Relationship Management
Investment Strategies
Risk Assessment
Regulatory Compliance
Communication Skills
Sales Skills
Analytical Skills
Market Research
Problem-Solving Skills
Negotiation Skills
Time Management
Networking Skills
Attention to Detail

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Financial Advisor position. Understand the responsibilities, such as inheriting a client bank and providing ongoing financial planning services.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial advising or related fields. Mention specific achievements that demonstrate your ability to manage client relationships and provide financial solutions.

Showcase Your Skills: Clearly outline your skills that are relevant to the role, such as financial analysis, client management, and communication skills. Use examples to illustrate how you have successfully applied these skills in past roles.

Tailor Your Application: Customize your application materials to reflect the values and goals of the company. Show enthusiasm for the opportunity to work with their existing client base and contribute to their financial planning initiatives.

How to prepare for a job interview at Premier Jobs UK Limited

✨Understand the Client Bank

Make sure to familiarize yourself with the concept of a client bank and how it operates within the company. Be prepared to discuss how you would manage and grow these existing relationships.

✨Showcase Your Financial Planning Skills

Highlight your experience in financial planning and servicing clients. Be ready to provide examples of how you've successfully helped clients achieve their financial goals in the past.

✨Discuss Local Market Knowledge

Since the role involves dealing with clients locally, demonstrate your understanding of the local market dynamics. Share insights on how you can leverage this knowledge to benefit the clients and the business.

✨Prepare for Questions on Lead Generation

Expect questions about how you would approach lead generation and marketing initiatives. Think of strategies you could implement to attract new clients and enhance the existing client base.

P
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>