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For Companies At a Glance
- Tasks: Help clients with financial advice and build lasting relationships.
- Company: Join a professional firm focused on ethics and personal growth.
- Benefits: Enjoy remote work, flexible hours, and bespoke commission splits.
- Why this job: Advance your career in a supportive environment that values client care.
- Qualifications: Diploma in Financial Advice and a full UK driving licence required.
- Other info: Partnership opportunities and training support available.
The predicted salary is between 40000 - 50000 £ per year.
Job Description
Our client is seeking to grow their team in the Huntingdon area by adding an Independent Financial Advisor. While it's preferred that the successful candidate brings an existing client base, this is not a strict requirement. The role provides significant long-term potential, including the possibility of partnership.
This is an excellent opportunity for someone looking to advance their career in a firm that prioritises professionalism, ethical standards, and personal growth. If you’re seeking a supportive work environment that genuinely prioritises clients, this could be the perfect next step for you!
Working Hours:
- Remote working
- Flexible hours
Salary package on offer for the role of Financial Advisor:
- Employed or Self-Employed opportunity
- Basic Salary £40,000 – £50,000
- £70,000 – £80,000 OTE (Based on your lead conversion and self-generated business)
- Bespoke commission splits
- Paraplanner support
- Business Development Team
- Training and Development
- Technical Support
- Partnership opportunity
- Social Events
Financial Advisor requirements:
- Diploma Qualified equivalent in Financial Advice.
- Full UK Driving License.
- Client bank (Leads also provided)
- Ethical and customer-focused approach.
Responsibilities of the Financial Advisor are:
- Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
- Effectively selling the company's services across a wide spectrum of financial products.
- Maintaining positive and profitable long-term relationships with clients in their best interests.
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance-related events or join online forums to connect with potential clients and industry peers. Building relationships can help you tap into an existing client base.
✨Tip Number 2
Showcase your expertise by offering free workshops or webinars on financial topics. This not only demonstrates your knowledge but also helps you attract potential clients who may be interested in your services.
✨Tip Number 3
Leverage social media platforms to share valuable financial advice and insights. Engaging content can help you build a following and establish yourself as a trusted advisor in the community.
✨Tip Number 4
Consider reaching out to local businesses to offer financial wellness programs for their employees. This can be a great way to generate leads while providing value to the community.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise any existing client relationships and your qualifications, such as your Diploma in Financial Advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ethical approach to client relationships and your commitment to professionalism. Mention why you are interested in this specific role and how you can contribute to the company's success.
Highlight Your Skills: In your application, focus on skills that are crucial for a Financial Advisor, such as business development, client relationship management, and your ability to provide bespoke financial services.
Showcase Your Motivation: Express your enthusiasm for the opportunity to work in a supportive environment that prioritises client needs. Share your long-term career goals and how this position aligns with them.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Client Relationship Skills
As a Financial Advisor, building and maintaining client relationships is crucial. Be prepared to discuss your past experiences in managing client relationships and how you ensure their needs are met. Highlight any specific examples where you've gone above and beyond for a client.
✨Demonstrate Your Ethical Standards
This role prioritises professionalism and ethical standards. Be ready to talk about your approach to ethical dilemmas in financial advising. Share instances where you made decisions that prioritised the client's best interests, showcasing your commitment to integrity.
✨Prepare for Technical Questions
Since the position involves a wide spectrum of financial products, brush up on your technical knowledge. Expect questions about various financial instruments and be ready to explain complex concepts in simple terms. This will demonstrate your expertise and ability to communicate effectively with clients.
✨Express Your Growth Mindset
The company values personal growth and development. During the interview, convey your enthusiasm for continuous learning and professional development. Discuss any relevant training or certifications you’ve pursued and how you plan to further your skills in the financial sector.
