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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 grow your career in finance.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Level 4 qualification in financial planning; experience preferred but not mandatory.
- Other info: Flexible working options available; perfect for those looking to kickstart their finance career.
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 your CV to Colleen Farquharson via the apply link.
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Contact Detail:
Brook Street Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, 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 into the role and possibly refer you.
✨Tip Number 2
Stay updated on the latest financial products and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide informed advice to clients.
✨Tip Number 3
Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle client meetings, conduct financial reviews, and develop strategies tailored to individual needs, as these are key aspects of the job.
✨Tip Number 4
Research Brook Street and their client base thoroughly. Understanding their values, mission, and the specific needs of their clients will allow you to tailor your approach and show how you can contribute to their success.
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 advising. Emphasise any qualifications, especially the level 4 qualification in financial planning, and detail your experience with client interactions and financial product knowledge.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific examples of how you've helped clients achieve their financial goals and how you plan to develop new business for the company.
Highlight Relevant Skills: In your application, focus on skills such as risk analysis, market research, and communication with clients and other professionals. These are crucial for the role and should be clearly demonstrated in your application.
Follow Application Instructions: Ensure you send your application to the correct contact, Colleen Farquharson, via the apply link provided. Double-check that all documents are attached and formatted correctly before hitting send.
How to prepare for a job interview at Brook Street
✨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 Thinking
Showcase your ability to put clients first. Prepare examples of how you've successfully tailored financial advice to meet individual client circumstances and how you’ve built relationships with clients in the past.
✨Stay Updated on Legislation
Familiarise yourself with the latest financial regulations and legislation that could impact your clients. Being knowledgeable about current laws will demonstrate your commitment to compliance and client welfare.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to analyse a client's financial situation and propose a strategy. Practising these scenarios will help you articulate your thought process clearly during the interview.
