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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and support.
- Company: Join a leading UK financial advice company known for independent planning and wealth management.
- Benefits: Enjoy a competitive salary, flexible working options, and excellent bonus schemes.
- Why this job: Be part of a supportive team with mentoring from experienced advisers and a solid client base.
- Qualifications: Previous experience in financial services is preferred; passion for helping others is essential.
- Other info: Full admin support and study assistance provided to help you grow your career.
The predicted salary is between 30000 - 70000 £ per year.
Job Title: Financial Adviser Industry: Financial Services Location: Harpenden Salary: £50,000 Job Ref: 9414 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Harpenden. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Working closely with Financial Planners, you will be dealing with existing clients and dealing with new client enquiries. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What’s in it for you: Competitive starting salary up to £50k+ Mentoring from Senior Advisers Existing client bank Client leads – Typical clients £300k+ to invest Excellent bonus schemes (1 x Validation) Excellent Benefits: DIS, Flex Bens, Pension Flex working – office/home based Administration support Study support Skills and experience required:
Financial Adviser employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to providing quality independent financial advice.
✨Tip Number 3
Prepare to discuss your approach to client management and how you would develop your own client bank. Think of specific strategies you would use to attract and retain clients, as this is a key aspect of the role.
✨Tip Number 4
Familiarize yourself with the company’s values and mission. Understanding their approach to financial planning and wealth management will allow you to align your answers during the interview and show that you are a good fit for their team.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Adviser. Highlight your experience in financial planning and wealth management in your application.
Tailor Your CV: Customize your CV to reflect your relevant skills and experiences that align with the job description. Emphasize your ability to manage and develop a client bank, as well as your experience in providing independent financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your commitment to helping clients achieve their financial goals. Mention any relevant qualifications or certifications that enhance your candidacy.
Highlight Your Client Management Skills: In your application, provide examples of how you've successfully managed client relationships in the past. This will demonstrate your capability to handle existing clients and new inquiries effectively.
How to prepare for a job interview at Recruit UK
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the company. Be prepared to discuss how these can benefit clients and align with their goals.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships with clients. Prepare examples of how you've successfully managed client expectations and provided tailored advice in previous roles.
✨Highlight Your Experience with Client Banks
Discuss your experience in managing and developing a client bank. Be ready to explain how you would approach growing the existing client base and attracting new clients.
✨Prepare for Scenario Questions
Anticipate scenario-based questions where you may need to demonstrate your problem-solving skills. Think about how you would handle specific client situations and provide sound financial advice.
