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For Companies At a Glance
- Tasks: Help clients with investments and pensions while working from home.
- Company: Join a respected IFA firm known for its success and innovation.
- Benefits: Enjoy remote work, quality leads, and an existing client base.
- Why this job: Be part of a dynamic team making a real impact in financial advising.
- Qualifications: Experience as a Financial Advisor is essential.
- Other info: This is a permanent position with opportunities for growth.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Financial Advisor in Burgess Hill, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to provide you with an existing client bank.
Financial Advisor (Investments / Pensions) (Permanent) employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) (Permanent)
✨Tip Number 1
Network with other financial professionals in your area, especially those who may have connections to the IFA firm. Attend local finance events or webinars to meet potential colleagues and learn more about the firm's reputation.
✨Tip Number 2
Research the latest trends in investments and pensions to demonstrate your knowledge during any informal conversations or interviews. Being well-informed will show that you are proactive and passionate about the industry.
✨Tip Number 3
Prepare to discuss how you can add value to the existing client bank. Think of specific examples from your past experience where you've successfully managed client relationships and delivered results.
✨Tip Number 4
Familiarise yourself with the IFA firm's recent achievements and client propositions. This will not only help you tailor your approach but also show your genuine interest in becoming part of their team.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly in investments and pensions. Use specific examples of your achievements and how you've helped clients in the past.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this particular role and how your skills align with the company's values. Mention your ability to work from home and manage existing client relationships effectively.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications you hold in financial advising, investments, or pensions. This will demonstrate your expertise and commitment to the field.
Showcase Your Client Management Skills: In your application, emphasise your experience with managing client portfolios and providing tailored advice. This is crucial for a role that involves working with existing clients and quality leads.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products related to investments and pensions. Be prepared to discuss how these products can benefit clients and how you have successfully used them in the past.
✨Demonstrate Client-Centric Approach
Showcase your ability to build strong relationships with clients. Prepare examples of how you've tailored financial advice to meet individual client needs, highlighting your commitment to their financial well-being.
✨Research the Firm
Familiarise yourself with the IFA firm's values, recent achievements, and client proposition. This will not only help you align your answers with their ethos but also demonstrate your genuine interest in joining their team.
✨Prepare for Scenario Questions
Anticipate scenario-based questions that assess your problem-solving skills and decision-making process. Think of specific situations where you successfully navigated challenges in financial advising and be ready to share those stories.
