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- Tasks: Help clients manage their finances and grow your own client base.
- Company: Join a professional wealth management firm with a supportive team.
- Benefits: Enjoy a £40,000 salary, bonuses, 25 days holiday, and flexible work options.
- Why this job: Great opportunity to advance your career in finance with a loyal team.
- Qualifications: Must have a Level 4 Diploma in Financial Planning or equivalent.
- Other info: Work from home or the office in Royal Wootton Bassett.
This employed, Junior Financial Advisor job in Royal Wootton Bassett provides opportunity to a Diploma qualified individual looking to advance their career as a Financial Adviser. You will be provided with some clients upon joining to takeover their ongoing servicing. The business is a highly professional, wealth management firm, therefore there will be a range of advice needs. You should look to identify new opportunities and generate referrals to grow the client book. In addition, the business will provide you with some leads. Any self-generation is always beneficial. Junior Financial Advisor Requirements * You should hold full Level 4 Diploma in Financial Planning or equivalent * This will likely suit a newly experienced Financial Advisor keen to continue developing their career * You should be within 30 minutes of their office in Royal Wootton Bassett The Company A highly professional Wealth Management practice with a loyal team of Financial Advisors and support staff. The business continues to grow and work closely together. Junior Financial Advisor Benefits * Salary of £40,000 plus attractive bonus structure * Plus, mileage reimbursement, 25 days holiday + Bank Holidays and auto-enrolment pension * Working hours of 9am – 5pm with flexibility (TOIL) to work evenings and weekends to meet needs of clients * Flexibility to work from home or their office in Royal Wootton Bassett * Supportive team environment with opportunity to share positive ideas between fellow Financial Advisors * Plus, the business owner offers the opportunity for the right individuals to buy into the business Locations Royal Wootton Bassett Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Junior Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Familiarize yourself with the specific financial products and services offered by wealth management firms. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the industry.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 3
Prepare to discuss how you would identify new opportunities and generate referrals. Think of specific strategies or past experiences that showcase your proactive approach to client management.
✨Tip Number 4
Highlight your willingness to learn and grow within the role. Emphasize your commitment to professional development, as this aligns with the firm's supportive environment and their focus on nurturing talent.
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 Diploma in Financial Planning or equivalent in your CV and cover letter. This is a key requirement for the Junior Financial Advisor position.
Showcase Relevant Experience: Even if you're newly experienced, emphasize any relevant internships, training, or roles that demonstrate your ability to provide financial advice and manage client relationships.
Express Your Motivation: In your cover letter, convey your enthusiasm for the role and the wealth management industry. Explain why you want to join this particular firm and how you plan to contribute to their growth.
Tailor Your Application: Customize your CV and cover letter to reflect the specific needs of the company. Mention your willingness to identify new opportunities and generate referrals, as this aligns with the job's expectations.
How to prepare for a job interview at Premier Jobs UK
✨Show Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning or any equivalent qualifications during the interview. This is crucial as it demonstrates that you meet the basic requirements for the role.
✨Demonstrate Client Management Skills
Be prepared to discuss your experience with client servicing and how you plan to manage ongoing relationships. Share examples of how you've identified opportunities or generated referrals in previous roles.
✨Research the Company
Familiarize yourself with the wealth management firm’s values, services, and team dynamics. Showing that you understand their business model will help you stand out as a candidate who is genuinely interested in joining their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, growth opportunities, and expectations for the Junior Financial Advisor role. This not only shows your interest but also helps you assess if the company is the right fit for you.
