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- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a supportive team offering independent financial advice in Canterbury.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowances.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Must have Level 4 Diploma and 5+ years of advisory experience.
- Other info: Home-based role with opportunities for in-person client meetings.
The predicted salary is between 43000 - 65000 £ per year.
Our client is seeking an experienced Financial Advisor in Canterbury / Kent to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.
They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further.
They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio.
You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs.
Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Advisor Requirements- You should hold full Level 4 Diploma in financial planning or equivalent
- You should have 5+ years experience as a Financial Advisor (ideally with CAS status)
- You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities
- You should have a client centric approach and have dedication to doing the right thing for clients
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Advisor Benefits- Salary of £50,000 - £75,000 subject to experience and qualifications
- Potential to consider higher salary on case-by-case basis
- Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
- Home based role with travel to meet clients in person and use of their regional offices
- Self-employed option available, if you would prefer
Canterbury / Kent
Financial Advisor in Canterbury employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Canterbury
✨Network with Local Professionals
Engage with local business owners and entrepreneurs in Canterbury to build relationships. Attend networking events or join local business groups to connect with potential clients and professional introducers who can refer you.
✨Leverage Social Media
Utilise social media platforms to showcase your expertise and engage with your audience. Share valuable financial tips, success stories, and insights to attract new clients and demonstrate your knowledge in the field.
✨Conduct Informational Meetings
Offer free informational meetings or webinars to discuss financial planning topics. This not only positions you as an expert but also allows you to meet potential clients and understand their needs better.
✨Follow Up on Leads
Be proactive in following up on leads generated through your network or company activities. A timely follow-up can make a significant difference in converting prospects into clients, so don’t hesitate to reach out.
We think you need these skills to ace Financial Advisor in Canterbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your client-centric approach and any successful strategies you've implemented to grow a client bank. Use specific examples that demonstrate your track record.
Craft a Compelling Cover Letter: In your cover letter, express your passion for building long-term client relationships and your proactive approach to identifying new business opportunities. Mention how your skills align with the company's needs and how you can contribute to their growth.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in financial planning or equivalent, along with any other relevant qualifications. If you have CAS status, make sure to mention it prominently, as this is a key requirement for the role.
Showcase Your Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, provide examples of how you've successfully engaged with clients in the past. Discuss your approachability and professionalism, and how these traits have helped you build strong client relationships.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships with clients and how this has positively impacted your previous roles.
✨Demonstrate Your Proactive Business Development Skills
Be prepared to discuss your strategies for growing a client bank. Highlight any successful methods you've used in the past, such as engaging with professional introducers or leveraging social media for lead generation.
✨Highlight Your Experience and Qualifications
Make sure to mention your Level 4 Diploma in financial planning and any relevant certifications. Discuss your 5+ years of experience as a Financial Advisor, focusing on your track record of success and any CAS status you may hold.
✨Prepare for In-Depth Financial Discussions
Expect to conduct a mock review or case study during the interview. Be ready to demonstrate your ability to analyse a client's financial situation and propose tailored strategies for their pensions, savings, and investments.
