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For Companies At a Glance
- Tasks: Help clients with financial planning and investment advice while ensuring compliance.
- Company: Join a client-focused independent financial planning firm with a strong reputation.
- Benefits: Enjoy a competitive salary, flexible working hours, and opportunities for growth.
- Why this job: Make a real impact on clients' financial futures in a supportive and collaborative environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Ideal for self-motivated individuals who thrive in a detail-oriented role.
The predicted salary is between 36000 - 60000 £ per year.
Company Overview
Our client is an independent financial planning firm specialising in investment management, pension planning, inheritance tax, and estate planning, offering tailored advice with a client-focused approach.
Role Overview
Provide financial planning and investment advice to clients, ensuring FCA compliance and achieving revenue targets through lead generation and conversion.
Key Responsibilities
- Deliver financial advice and client reviews.
- Ensure compliance with FCA regulations.
- Drive business growth through client engagement and promoting services.
- Collaborate efficiently and manage workflows.
- Participate in projects to improve processes.
Requirements
- Level 4 Diploma in Financial Planning with valid SPS.
- Proficiency in financial tools and planning processes.
- Strong communication, teamwork, and organisational skills.
- Ethical, detail-oriented, and self-motivated.
Package
- Competitive salary, flexible working, and growth opportunities.
Financial Advisor employer: Churchill Executive
Contact Detail:
Churchill Executive Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Familiarize yourself with the latest FCA regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to ethical financial advising.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with potential colleagues and clients, which can lead to valuable referrals.
✨Tip Number 3
Showcase your proficiency in financial tools by staying updated on the latest software and technologies used in financial planning. Being tech-savvy can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've driven business growth in previous roles. Highlighting your ability to engage clients and promote services will resonate well with potential employers.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Company: Research the independent financial planning firm to understand their services, values, and client-focused approach. This knowledge will help you tailor your application to align with their mission.
Highlight Relevant Qualifications: Make sure to emphasize your Level 4 Diploma in Financial Planning and any relevant certifications. Clearly state your valid SPS and how your qualifications meet the job requirements.
Showcase Your Skills: In your application, highlight your proficiency in financial tools and planning processes. Provide examples of your strong communication, teamwork, and organizational skills that demonstrate your ability to drive business growth.
Tailor Your Cover Letter: Write a personalized cover letter that reflects your understanding of the role and the company. Discuss how your ethical approach and attention to detail make you a suitable candidate for providing financial advice and ensuring FCA compliance.
How to prepare for a job interview at Churchill Executive
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning, investment management, and FCA regulations. Highlight any relevant experience or case studies that demonstrate your expertise in these areas.
✨Demonstrate Client-Centric Approach
Since the firm emphasizes a client-focused approach, share examples of how you've successfully engaged with clients in the past. Discuss how you tailor your advice to meet individual client needs.
✨Highlight Your Teamwork Skills
Collaboration is key in this role. Be ready to talk about your experiences working in teams, how you manage workflows, and how you contribute to achieving common goals.
✨Prepare for Ethical Scenarios
Given the importance of ethics in financial advising, think of scenarios where you had to make ethical decisions. Be prepared to discuss how you ensure compliance and maintain integrity in your work.
