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- Tasks: Engage with clients to assess financial needs and develop tailored strategies.
- Company: Join a reputable firm committed to client-first financial solutions.
- Benefits: Earn up to £45k, enjoy 23+ days holiday, and receive study support.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Relevant financial qualifications and experience as a Financial Adviser preferred.
- Other info: Hybrid role with opportunities for professional development and networking.
The predicted salary is between 36000 - 54000 £ per year.
Hybrid Financial Adviser
Up to £45k depending on experience, Generous commission/bonus structure in Horsham or Chelmsford.
My client is looking for an experienced Financial Advisor for their offices in either Horsham or Chelmsford. This role is ideal for a professional with a strong background in financial planning and investment advice, and who is committed to delivering client-best interest outcomes and upholding firm principles.
Day-to-day of the role:
- Engage with clients to assess their financial needs and goals, discussing their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
- Develop tailored financial strategies for clients, recommending suitable financial products and services.
- Analyse client financial data to guide them towards profitable and secure financial decisions.
- Maintain and cultivate a client base, building strong relationships and networking to generate leads.
- Stay updated with industry trends and conduct market research to support financial consulting.
- Prepare financial document summaries, investment performance reports, and income projections for clients.
- Regularly review client accounts and plans to recommend necessary adjustments based on life or economic changes.
- Assist in supervising trainee advisers and support the Sales Manager and Sales & Development Director with daily duties.
Required Skills & Qualifications:
- Relevant financial industry qualifications (essential).
- Experience as a Financial Adviser is desirable.
- Valid driver’s licence.
- Strong attention to detail with the ability to explain complex information clearly and simply.
- Excellent interpersonal skills, with the ability to build trust and empathise with clients.
- Exceptional communication, presentation skills, and a strong command of the English language.
- Knowledge of FCA Principles, Code of Approved Persons, and FIT handbook.
Benefits:
- Up to £45k depending on experience, with a £5k car allowance.
- 23 days holiday, earning an additional day per year up to 25 days. Option to purchase additional holiday.
- Extra days off during the festive period.
- Study support.
- Discretionary bonus scheme.
- Attractive bonus structure based on performance and client acquisition.
- 5% Pension contribution.
- 4x Death in Service.
- Eyes and eyesight testing.
- Employee Health Insurance.
- Employee Assistance Programme.
- Free onsite parking.
- Cycle to work scheme.
If you would like more information about the role or would like to apply, please email me directly.
Contact Detail:
Reed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial industry, especially those who are already working as Financial Advisors. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨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 the profession and your ability to provide informed advice to clients.
✨Tip Number 3
Prepare to discuss your approach to client relationships during interviews. Highlight your interpersonal skills and provide examples of how you've successfully built trust and rapport with clients in the past.
✨Tip Number 4
Familiarise yourself with the specific financial products and services offered by the company you're applying to. Tailoring your conversation to show how your experience aligns with their offerings can set you apart from other candidates.
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 planning and investment advice. Use specific examples that demonstrate your ability to engage with clients and develop tailored financial strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention your understanding of FCA Principles and how your skills align with the company's values and objectives.
Highlight Relevant Qualifications: Clearly list your financial industry qualifications and any relevant certifications. This is essential for demonstrating your expertise and commitment to the role of Financial Advisor.
Showcase Interpersonal Skills: In your application, emphasise your excellent communication and presentation skills. Provide examples of how you've built trust with clients and successfully explained complex financial information in a clear manner.
How to prepare for a job interview at Reed
✨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 you would tailor these products to meet clients' specific needs.
✨Demonstrate Client-Centric Thinking
Showcase your ability to put clients first by discussing past experiences where you successfully assessed client needs and developed strategies that benefited them. This will highlight your commitment to delivering client-best interest outcomes.
✨Stay Updated on Industry Trends
Research current trends in the financial industry before your interview. Being knowledgeable about market changes and regulatory updates will demonstrate your dedication to continuous learning and your ability to provide informed advice.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to explain how you would handle specific client situations. Practising your responses will help you articulate your thought process clearly and confidently during the interview.
