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- Tasks: Provide expert financial advice and manage client portfolios.
- Company: Join a dynamic financial services team in the UK.
- Benefits: Enjoy competitive commission splits and a bank of clients.
- Why this job: Grow your career while making a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Advisor with strong communication skills required.
- Other info: Opportunities for enhanced commissions when bringing in your own clients.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.
Responsibilities:
- Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
- Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Keep abreast of industry regulations and compliance standards.
Qualifications:
- Proven experience as a Financial Advisor in the UK financial market.
- Strong understanding of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and target-driven.
- Existing client portfolio or ability to build and maintain one.
Remuneration:
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on Self-Generated Market Fund (SMF) leads.
- OTE of £100,000 and above.
Additional Information:
- Bank of clients will be provided.
- Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.
If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter. My client looks forward to welcoming the newest member to their dynamic team.
Senior Financial Advisor employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships can lead to referrals and insights about the job market.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 3
Prepare to discuss your existing client portfolio and how you plan to grow it. Highlighting your ability to manage and nurture client relationships will set you apart from other candidates.
✨Tip Number 4
Practice explaining complex financial concepts in simple terms. Being able to communicate effectively with clients is crucial, so consider role-playing scenarios to refine your skills before the interview.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Advisor, particularly in the UK market. Emphasise your skills in managing client portfolios and providing tailored financial advice.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying and how your background aligns with the responsibilities outlined in the job description. Mention specific achievements that demonstrate your ability to grow client portfolios and manage relationships.
Showcase Industry Knowledge: Demonstrate your understanding of financial markets, products, and industry trends in both your CV and cover letter. This will show that you are well-informed and capable of providing expert advice to clients.
Highlight Communication Skills: Since effective communication is key in this role, provide examples of how you've successfully communicated complex financial concepts to clients in the past. This can be included in your CV or cover letter.
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Showcase Your Expertise
Be prepared to discuss your previous experience as a Financial Advisor in detail. Highlight specific cases where you successfully managed client portfolios and provided tailored financial advice, demonstrating your understanding of investment strategies and market trends.
✨Understand the Company’s Values
Research the company’s mission and values before the interview. This will help you align your answers with what they are looking for in a candidate and show that you are genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to communicate complex financial concepts. Practice articulating your thought process clearly and concisely, as this is crucial for client interactions.
✨Demonstrate Relationship Management Skills
Since managing and nurturing client relationships is key, be ready to share examples of how you've built rapport with clients in the past. Discuss your approach to ensuring client satisfaction and retention, which is vital for success in this role.
