Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with financial planning and investment strategies while delivering top-notch customer service.
- Company: Join Fiducia, a leading UK financial advice firm known for building lasting client relationships.
- Benefits: Enjoy flexible work options, including remote work, and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures in a dynamic and collaborative culture.
- Qualifications: Bring your finance skills and strong communication abilities; relevant qualifications are a plus.
- Other info: This full-time role is based in Newark on Trent with some work-from-home flexibility.
The predicted salary is between 28800 - 48000 £ per year.
Fiducia Comprehensive Financial Planning Ltd. is part of the Fiducia Group of companies, known for building long-term relationships with clients over financial matters. As an appointed representative of The Openwork Partnership, Fiducia is one of the UK's leading financial advice outlets with a focus on personalized recommendations and professional service.
This is a full-time role for an Investment Advisor at Fiducia Comprehensive Financial Planning Ltd. The role is primarily located in Newark on Trent but allows for some work from home flexibility. The Investment Advisor will be responsible for providing financial planning advice, developing investment strategies, managing finances, and delivering exceptional customer service. The servicing side of this role is a key component.
Qualifications:
- Financial Planning and Investments skills
- Experience in developing Investment Strategies
- Finance and Customer Service skills
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Qualifications in Finance, Economics, Business, or related field
Investment Advisor employer: Fiducia Comprehensive Financial Planning Ltd
Contact Detail:
Fiducia Comprehensive Financial Planning Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Investment Advisors. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Research Fiducia Comprehensive Financial Planning Ltd. thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 3
Prepare to discuss your experience with developing investment strategies and providing financial advice. Be ready to share specific examples of how you've successfully managed client relationships and delivered exceptional customer service in previous roles.
✨Tip Number 4
Showcase your analytical and problem-solving skills during the interview process. Consider preparing a case study or example where you had to analyse financial data and make strategic recommendations, as this will highlight your suitability for the Investment Advisor role.
We think you need these skills to ace Investment Advisor
Some tips for your application 🫡
Understand the Company: Familiarise yourself with Fiducia Comprehensive Financial Planning Ltd. and its values. Highlight your understanding of their focus on long-term client relationships and personalised financial advice in your application.
Tailor Your CV: Ensure your CV reflects relevant experience in financial planning, investment strategies, and customer service. Use specific examples that demonstrate your analytical skills and ability to work both independently and as part of a team.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your commitment to providing exceptional customer service. Mention how your qualifications align with the role and why you want to work at Fiducia.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Fiducia Comprehensive Financial Planning Ltd
✨Know Your Financial Products
Familiarise yourself with various financial products and investment strategies. Be prepared to discuss how you would tailor these to meet individual client needs, as this shows your expertise and understanding of the role.
✨Demonstrate Customer Service Skills
Since exceptional customer service is a key component of the role, think of examples from your past experiences where you went above and beyond for a client. This will highlight your commitment to client satisfaction.
✨Prepare for Scenario-Based Questions
Expect questions that assess your analytical and problem-solving abilities. Prepare for scenarios where you might need to develop an investment strategy or resolve a client issue, showcasing your thought process and decision-making skills.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Practice explaining complex financial concepts in simple terms, as you may need to do this with clients who are not financially savvy. This will demonstrate your ability to connect with clients.
