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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 hybrid working options and competitive pay between £35k - £45k.
- Why this job: Make a real impact on clients' financial futures while growing your professional network.
- Qualifications: Experience as a Financial Adviser or Planner, with strong analytical and communication skills.
- Other info: Ideal for those passionate about finance and helping others achieve their goals.
The predicted salary is between 30000 - 45000 £ 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. This will be a hybrid working role from their office based in either Horsham or Chelmsford.
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
Financial Adviser - Chelmsford 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 - Chelmsford
✨Tip Number 1
Networking is key in the financial industry. Attend local finance-related events or join online forums to connect with other professionals and potential clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on the latest financial trends and regulations. Subscribe to industry newsletters or follow relevant blogs and social media accounts. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider obtaining additional certifications or qualifications that are recognised in the industry, such as FCA or CII. This can enhance your credibility and make you a more attractive candidate for the role.
✨Tip Number 4
Practice your communication skills, especially when explaining complex financial concepts. Role-playing scenarios with friends or mentors can help you articulate your thoughts clearly, which is crucial for client interactions.
We think you need these skills to ace Financial Adviser - Chelmsford
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 financial services industry. Mention specific skills like communication, negotiation, and your ability to analyse market data, and explain how these will benefit the company.
Showcase Your Research Skills: In your application, demonstrate your ability to research financial products and services. Mention any specific examples where you've successfully identified client needs and developed tailored financial strategies.
Highlight Networking Experience: Since networking is crucial for this role, include any relevant experiences where you've generated leads or built relationships in the financial sector. This will show your potential employer that you can cultivate a client base effectively.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Research the Company and Industry
Before your interview, make sure to thoroughly research the company and the financial services industry. Understand their products, services, and recent developments. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Prepare for Scenario-Based Questions
Expect to be asked about specific scenarios where you had to provide financial advice or handle a difficult client situation. Prepare examples from your past experience that demonstrate your problem-solving skills and ability to build relationships with clients.
✨Showcase Your Communication Skills
As a Financial Adviser, strong communication is key. During the interview, practice explaining complex financial concepts in simple terms. This will showcase your ability to communicate effectively with clients who may not have a financial background.
✨Highlight Your Qualifications and Experience
Be ready to discuss your qualifications, such as your FCA, CII, or DipFA certifications, and how they relate to the role. Share your track record of successful financial guidance and any relevant achievements that demonstrate your expertise in the field.
