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- Tasks: Manage client reviews, build relationships, and ensure compliance in financial advising.
- Company: Join one of the UK's largest financial advisory firms with a strong reputation.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while growing your career in finance.
- Qualifications: Must be a Qualified or Chartered Financial Adviser with relevant experience.
- Other info: Collaborate with a dynamic team to explore new business opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Our client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities. Key Responsibilities: Conduct client meetings, both in-person (at their home or our office) and via video call, to review and discuss portfolio performance. Assess clients’ financial needs and objectives, developing tailored financial plans to meet their goals. Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives. Determine clients’ financial status, expenses, income levels, tax situations, and risk tolerance. Address client questions and concerns promptly, offering solutions and advice that align with their financial goals. Generate detailed post-review outcome letters following each client meeting. Build and maintain a strong client base, fostering profitable and lasting relationships. Work collaboratively with team members to deliver excellent client service and achieve shared business objectives. Requirements: MUST HAVE Qualified or Chartered Financial Adviser with a m…
Financial Advisor employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events or join local financial planning groups to meet potential colleagues and clients. Building relationships within the industry can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in client meetings but also demonstrate your expertise and commitment to providing the best advice possible.
✨Tip Number 3
Practice your communication skills, especially for virtual meetings. Being able to convey complex financial concepts clearly and effectively is crucial in building trust and rapport with clients.
✨Tip Number 4
Prepare for interviews by familiarizing yourself with our company values and the specific services we offer. Tailoring your responses to align with our mission will show that you are a great fit for our team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Adviser as outlined in the job description. Tailor your application to highlight relevant experience and skills that align with these responsibilities.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in client servicing, financial planning, and compliance. Use specific examples to demonstrate how you've successfully managed client relationships and developed tailored financial plans.
Showcase Your Qualifications: Clearly state your qualifications as a Qualified or Chartered Financial Adviser. Include any relevant certifications or training that would make you a strong candidate for the position.
Personalize Your Cover Letter: Write a personalized cover letter that addresses the specific needs of the company. Mention your enthusiasm for building client relationships and your commitment to providing excellent service, which are key aspects of the role.
How to prepare for a job interview at First Recruitment Services
✨Showcase Your Qualifications
Make sure to highlight your qualifications as a Qualified or Chartered Financial Adviser. Be prepared to discuss your certifications and how they have equipped you to provide excellent financial advice.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Discuss specific strategies you've used to foster trust and ensure client satisfaction.
✨Understand Regulatory Compliance
Familiarize yourself with the regulatory requirements relevant to financial advising in the UK. Be ready to discuss how you ensure compliance in your work and how it impacts your client interactions.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to assess a hypothetical client's financial situation. Practice articulating your thought process and the steps you would take to develop a tailored financial plan.
