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- Tasks: Manage existing client relationships and provide tailored financial advice.
- Company: Join a respected independent firm known for jargon-free financial guidance.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options.
- Why this job: Gain hands-on experience with senior advisers and build lasting client connections.
- Qualifications: Experience as a Financial Adviser is essential; strong communication skills are a must.
- Other info: Opportunity for seamless transition and growth in a supportive environment.
The predicted salary is between 65000 - 75000 £ per year.
Package: £65k-£75k, plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire. Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management. I have personally just come back from a meeting with the founding Partner, where they gave me this new role, for an experienced Financial Adviser, who can work closely with one of their most Senior Financial Advisers, as they will be retiring in the next year. Your role will be to work closely with the outgoing Adviser, so you can build solid relationships with their clients over the next year, gaining a thorough understanding of their individual needs, so when the current incumbent retires, there is a seamless hand over. You will initially attend both face to face and online client meetings together and then over time, take full responsibility for any new enquirers from these existing clients. Then at subsequent annual reviews, investigate any additional needs the client may have, whilst also cover intergenerational issues as and when appropriate.
Employed Financial Adviser to manage existing client bank, St Albans, £65k-£75k, hybrid working employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser to manage existing client bank, St Albans, £65k-£75k, hybrid working
✨Tip Number 1
Make sure to familiarize yourself with the firm's existing client base and their specific needs. Research the types of financial products and services they currently use, as this will help you build rapport and trust with clients during your transition.
✨Tip Number 2
Network with current employees and industry professionals to gain insights into the firm's culture and values. This can give you an edge in understanding how to approach client relationships and align with the firm's ethos.
✨Tip Number 3
Prepare to demonstrate your ability to provide non-jargon-based advice. Clients appreciate clear communication, so think about how you can convey complex financial concepts in a straightforward manner during your interactions.
✨Tip Number 4
Show your commitment to ongoing professional development. Highlight any relevant certifications or training that showcase your dedication to staying updated on financial regulations and best practices, which is crucial for building client confidence.
We think you need these skills to ace Employed Financial Adviser to manage existing client bank, St Albans, £65k-£75k, hybrid working
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an Employed Financial Adviser. Familiarize yourself with the specific services mentioned in the job description, such as Pensions, Investments, and Tax Planning.
Tailor Your CV: Highlight your relevant experience in financial advising, particularly any work with existing client banks or in similar roles. Use specific examples that demonstrate your ability to build relationships and provide non-jargon-based advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your understanding of their approach to client relationships and how your experience aligns with their needs, especially regarding the seamless handover process.
Showcase Your Interpersonal Skills: Since this role involves working closely with clients and another Senior Financial Adviser, emphasize your interpersonal skills. Provide examples of how you've successfully managed client relationships in the past.
How to prepare for a job interview at Financial Divisions
✨Understand the Client-Centric Approach
Make sure to familiarize yourself with the firm's philosophy of providing non-jargon-based advice. Be prepared to discuss how you can maintain and enhance this approach while managing existing client relationships.
✨Demonstrate Relationship-Building Skills
Since you'll be working closely with an outgoing adviser, highlight your experience in building and maintaining strong client relationships. Share specific examples of how you've successfully managed client needs in the past.
✨Showcase Your Technical Knowledge
Be ready to discuss your expertise in areas like Pensions, Investments, and Tax Planning. Prepare to answer technical questions that demonstrate your ability to provide comprehensive financial advice tailored to individual client needs.
✨Prepare for a Seamless Transition
Think about how you would ensure a smooth handover from the outgoing adviser. Discuss strategies for understanding client histories and preferences, and how you plan to address any intergenerational issues that may arise.
