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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with expert advice and support.
- Company: Join a reputable financial services team in Lincoln with a strong client base.
- Benefits: Enjoy flexible working options: on-site, remote, or hybrid.
- Why this job: Be part of a growing team and make a real impact on clients' lives.
- Qualifications: Experience as a Financial Planner is essential; bring your expertise to the table.
- Other info: This role offers both permanent and contract employment opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Please get in touch if you are a Financial Planner who is looking for a new company to call home. Due to an extremely fruitful period of business, we are assisting a long-standing client who is expanding their Financial Planning team.
We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients.
Key Responsibilities- Manage and develop relationships with clients.
- Provide financial planning advice and solutions.
- Work with an existing client bank to develop new business.
- Support clients in achieving their financial goals.
Workplace: On-site / Remote / Hybrid
For more details about the role and to discuss your application, please contact us.
Self Employed Financial Adviser employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Adviser
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Research the company thoroughly before reaching out. Understand their values, client base, and services offered. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your previous successes in managing client relationships and achieving financial goals. Be ready to share specific examples that highlight your skills and how they align with the company's needs.
✨Tip Number 4
Consider reaching out directly to current employees on LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you insider information and potentially strengthen your application.
We think you need these skills to ace Self Employed Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser. Focus on your ability to manage client relationships and provide tailored financial solutions, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for joining a reputable financial services team. Mention specific achievements in your career that demonstrate your capability to support clients in achieving their financial goals.
Highlight Relevant Experience: When detailing your work history, emphasise your experience with financial planning and any existing client relationships you have developed. This will show your potential employer that you can hit the ground running.
Showcase Your Skills: Include any relevant qualifications or certifications that enhance your profile as a Financial Adviser. Skills in communication, problem-solving, and financial analysis should be prominently featured.
How to prepare for a job interview at Heat Recruitment
✨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 can benefit clients and help them achieve their financial goals.
✨Demonstrate Relationship Management Skills
Since managing and developing client relationships is key, think of examples from your past experience where you've successfully built rapport with clients. Highlight your communication skills and how you tailor your approach to meet individual client needs.
✨Showcase Your Client Bank Experience
Be ready to talk about your existing client bank and how you plan to leverage it in this new role. Discuss any strategies you've used to grow your client base and how you maintain long-term relationships.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare scenarios where you had to provide financial advice under challenging circumstances, and explain your thought process and the outcomes.
