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- Tasks: Help clients with their financial planning and provide excellent service.
- Company: Join a friendly, professional team of Independent Financial Advisors with over 20 years of experience.
- Benefits: Enjoy hybrid working options and comprehensive support for your client interactions.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Must be an experienced Financial Advisor with Level 4 Diploma qualifications.
- Other info: Regular office presence is required as clients prefer face-to-face meetings.
The predicted salary is between 36000 - 60000 £ per year.
This employed Financial Advisor job in Fareham provides the opportunity for you to focus on servicing an existing client bank. The business has existing clients available for you to take over servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with. Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements- You should be an experienced Financial Advisor.
- You should be Level 4 Diploma qualified (DipFA or DipPFS).
- You should be motivated by providing clients with excellent ongoing service.
This firm of Independent Financial Advisors, established over 20 years ago, is a friendly yet highly professional team.
Financial Advisor employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with current Financial Advisors in the Fareham area. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you understand the local market better.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm. Understanding their client base and the types of financial products they focus on will allow you to tailor your approach during interviews.
✨Tip Number 3
Prepare to discuss your experience with client management and how you've successfully maintained relationships in the past. Highlighting your ability to provide excellent ongoing service will resonate well with the hiring team.
✨Tip Number 4
Show your enthusiasm for hybrid working arrangements. Be ready to discuss how you can effectively manage your time between office presence and remote work, ensuring that client needs are always met.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific requirements and responsibilities of the Financial Advisor position. Tailor your application to highlight how your experience aligns with servicing existing clients and providing excellent ongoing service.
Highlight Relevant Qualifications: Make sure to emphasise your Level 4 Diploma qualifications (DipFA or DipPFS) in your CV and cover letter. Clearly state how your qualifications make you a suitable candidate for this role.
Showcase Client Service Experience: In your application, provide examples of your previous experience in client servicing. Discuss how you have successfully managed client relationships and ensured their financial planning needs were met.
Express Flexibility and Team Spirit: Mention your willingness to work in a hybrid model and your ability to collaborate with a professional team. Highlight any past experiences where you thrived in a team environment or adapted to flexible working conditions.
How to prepare for a job interview at Click To Hired
✨Know Your Client Base
Familiarise yourself with the existing client bank that you will be servicing. Understand their needs and how you can enhance their financial planning experience. This shows your commitment to providing excellent service right from the start.
✨Highlight Your Qualifications
Make sure to emphasise your Level 4 Diploma qualifications during the interview. Discuss how your training has prepared you to handle various financial scenarios and how it aligns with the company's standards.
✨Demonstrate Your Service Ethic
Prepare examples of how you have previously provided exceptional service to clients. This role is all about maintaining relationships, so showcasing your dedication to client satisfaction will resonate well with the interviewers.
✨Discuss Hybrid Working Preferences
Since the role allows for hybrid working, be ready to discuss how you manage your time effectively between office presence and remote work. This will demonstrate your adaptability and understanding of modern work environments.
