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- Tasks: Provide top-notch financial advice and develop new business opportunities.
- Company: Join Brook Street, a trusted recruitment agency connecting talent with great companies.
- Benefits: Enjoy a negotiable salary and the chance to work with a supportive team.
- Why this job: Make a real impact on clients' financial futures while growing your career in finance.
- Qualifications: Level 4 qualification in financial planning is essential; experience preferred but not mandatory.
- Other info: Flexible working options available; perfect for those looking to balance work and study.
The predicted salary is between 36000 - 60000 £ per year.
Brook Street is delighted to be recruiting a Financial Advisor for our client located in Lurgan. You will be responsible for providing high quality financial advice to an existing client base and also to develop new business.
Duties:
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
- Analysing information and preparing plans best suited to individual clients' requirements;
- Completing risk analyses;
- Researching the marketplace and providing clients with information on new and existing products and services;
- Designing financial strategies;
- Assisting clients to make informed decisions;
- Researching information from various sources, including providers of financial products;
- Reviewing and responding to clients' changing needs and financial circumstances;
- Promoting and selling financial products to meet given or negotiated sales targets;
- Negotiating with product suppliers for the best possible rates;
- Liaising with head office and financial services providers;
- Communicating with other professionals, such as estate agents, solicitors and valuers;
- Keeping up to date with financial products and legislation;
- Producing financial reports;
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
- Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Applicants should also hold the level 4 qualification in financial planning and be working their way to chartered status. Preference is for candidates with plenty of advice experience; however, the client will look at candidates with a small amount of experience - 3 years. Salary for the role is negotiable and will depend on previous background.
Please apply by sending CV to Colleen Farquharson via the apply link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Financial Advisor in Craigavon employer: Brook Street UK
Contact Detail:
Brook Street UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Craigavon
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working as Financial Advisors. Attend local finance-related events or seminars in Craigavon to make connections and learn more about the industry.
✨Tip Number 2
Familiarise yourself with the latest financial products and legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews where you may need to demonstrate how you would handle client meetings or present financial strategies. Practising these skills can give you an edge.
✨Tip Number 4
Research Brook Street and their client base thoroughly. Understanding their values and the type of clients they serve will allow you to tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Financial Advisor in Craigavon
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Advisor. Familiarise yourself with the key duties mentioned in the job description, such as conducting in-depth reviews and designing financial strategies.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications. Emphasise your level 4 qualification in financial planning and any experience you have in providing financial advice, even if it's limited.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the industry. Mention specific skills that align with the job requirements, such as risk analysis and client communication.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Brook Street UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these products can meet clients' needs and how you would approach recommending them.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships with clients. Prepare examples of how you've successfully assessed client needs in the past and tailored your advice accordingly.
✨Stay Updated on Legislation
Familiarise yourself with current financial regulations and any recent changes that may impact clients. Being knowledgeable about legislation will demonstrate your commitment to compliance and client care.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you might need to analyse a client's financial situation and propose a strategy. Practising these scenarios can help you articulate your thought process clearly during the interview.
