Financial Advisor

Financial Advisor

Woking Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients manage their finances and provide expert advice from the comfort of your home.
  • Company: Join a respected IFA firm known for its innovative client services and industry recognition.
  • Benefits: Enjoy remote work, quality leads, and an existing client base to kickstart your career.
  • Why this job: Be part of a successful team that values continuous improvement and client satisfaction.
  • Qualifications: Experience as a Financial Advisor is essential; passion for helping others is a plus.
  • Other info: This role offers a unique chance to grow within a supportive and dynamic environment.

The predicted salary is between 43200 - 72000 £ per year.

Are you a current or previous Financial Advisor looking to join a business with no micromanagement? In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors. You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development. The Practice Principal believes his team of Financial Advisors should work at their own pace and will not micro manage you. Financial Advisor Requirements You must hold your DipFA qualification or equivalent Ideally, you should be a current Financial Advisor. However, they would consider individuals looking to return to Financial Services Individuals who can self-generate some business would be advantageous The Company Our client is a long-established Financial Planning and Mortgage Advisory firm of nearly 30 years. Through their successful model, they have undertaken a period of growth and now have a team of over 40 Financial Advisors and Mortgage Advisors. Premier Jobs UK has worked closely with their Management team and has introduced over 70% of their team! Financial Advisors and Mortgage Advisors who join this firm consistently are delighted with their decision and appreciate the support the business provides. Financial AdvisorBenefits Self-employed role with OTE of £60,000+ Clear commission structure with no fees Home based Financial Advisor job Our client is an appointed representative of one of the UKs leading networks which provides excellent induction training to enable you to achieve a flying start and on-going support and development Locations Home based Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor

✨Tip Number 1

Network with other financial professionals in Guildford. Attend local finance events or join online forums to connect with potential colleagues and clients. This can help you gain insights into the local market and may lead to referrals.

✨Tip Number 2

Research the IFA firm thoroughly before your interview. Understand their client proposition and recent successes featured in the industry press. This knowledge will allow you to tailor your conversation and demonstrate your genuine interest in joining their team.

✨Tip Number 3

Prepare to discuss your existing client relationships and how you can leverage them for the firm's benefit. Highlighting your ability to maintain and grow a client base will show that you can contribute to the firm's success from day one.

✨Tip Number 4

Be ready to showcase your adaptability and willingness to embrace new technologies. As the role is home-based, demonstrating your proficiency with digital tools and platforms will reassure the employer of your capability to work effectively in a remote environment.

We think you need these skills to ace Financial Advisor

Financial Planning
Investment Knowledge
Client Relationship Management
Regulatory Compliance
Risk Assessment
Communication Skills
Sales Skills
Analytical Skills
Market Research
Problem-Solving Skills
Time Management
Negotiation Skills
Attention to Detail
Adaptability

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Advisor. Familiarise yourself with the specific requirements mentioned in the job description to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience as a Financial Advisor. Include specific examples of how you've successfully managed client relationships and provided financial advice, especially if you have experience working with existing client banks.

Showcase Your Skills: Make sure to highlight key skills that are relevant to the role, such as communication, analytical thinking, and problem-solving. Mention any certifications or qualifications that enhance your credibility as a Financial Advisor.

Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you're interested in this particular position and how you can contribute to the firm's success. Be sure to mention your enthusiasm for working from home and your ability to work with 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 and services you will be advising on. Be prepared to discuss how these products can benefit clients and how they fit into different financial situations.

✨Demonstrate Client-Centric Approach

Showcase your ability to build relationships with clients. Prepare examples of how you've successfully managed client portfolios in the past and how you prioritise their needs and goals.

✨Research the Firm

Familiarise yourself with the IFA firm's values, mission, and recent achievements. This will help you tailor your responses and demonstrate your genuine interest in joining their team.

✨Prepare for Scenario Questions

Anticipate scenario-based questions that assess your problem-solving skills and ethical judgement. Think about how you would handle various client situations and be ready to articulate your thought process.

Financial Advisor
Premier Jobs UK Limited
Location: Woking
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