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- Tasks: Help clients manage their finances and create tailored financial strategies.
- Company: Join a dynamic firm dedicated to providing top-notch financial advice.
- 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.
- Qualifications: Experience as a Financial Adviser and relevant qualifications are essential.
- Other info: Opportunities for networking and professional development await you.
The predicted salary is between 28800 - 48000 £ per year.
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements and Skills
- Proven working experience as a Financial Adviser, Financial Planner or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Degree in Finance or related field preferable
Please email your CV to josie@artemisrecruitment.co.uk to register your interest.
Financial Adviser (Qualified) - Leeds employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Qualified) - Leeds
✨Tip Number 1
Networking is key in the financial advisory field. Attend local finance-related events or join professional groups in Leeds to meet potential clients and industry peers. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Subscribe to financial news outlets and follow industry leaders on social media. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to financial advising. This can set you apart from other candidates and show your dedication to professional development. Highlight these qualifications during networking opportunities.
✨Tip Number 4
Practice your communication skills, especially when explaining complex financial concepts. Role-play with friends or family to refine your ability to convey information clearly and confidently. Strong communication is crucial for building trust with clients.
We think you need these skills to ace Financial Adviser (Qualified) - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Adviser or in financial planning. Emphasise your track record of successful financial guidance and any qualifications you hold, such as FCA or CII certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills like your ability to analyse market data and provide data-based advice, as well as your strong communication and negotiation skills.
Showcase Your Knowledge: In your application, demonstrate your knowledge of current industry trends and how they relate to the financial products and services you would advise on. This shows your commitment to staying informed and providing the best advice to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this role, so ensure your application reflects that quality.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products and services you'll be advising on. Research current market trends and be prepared to discuss how these products can benefit clients.
✨Demonstrate Your Analytical Skills
Be ready to showcase your ability to analyse financial data. Prepare examples of how you've assessed clients' financial situations in the past and developed tailored strategies that led to successful outcomes.
✨Practice Your Communication Skills
As a Financial Adviser, clear communication is key. Practice explaining complex financial concepts in simple terms. This will help you demonstrate your ability to build rapport with clients and ensure they understand your advice.
✨Prepare Questions for the Interviewers
Show your interest in the role by preparing thoughtful questions about the company and its approach to financial advising. This not only demonstrates your enthusiasm but also helps you assess if the company aligns with your values and career goals.
