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- Tasks: Provide tailored financial advice and manage client portfolios.
- Company: Growing financial services firm in Harrow with a supportive culture.
- Benefits: Competitive salary, performance bonuses, and career progression opportunities.
- Why this job: Build long-term client relationships and make a real impact in finance.
- Qualifications: Experience in financial advisory and strong communication skills.
- Other info: Immediate start available with client leads and admin support.
The predicted salary is between 30000 - 40000 £ per year.
A growing financial services firm in Harrow is seeking a motivated Financial Advisor to join their team. This role is ideal for someone looking to build long-term client relationships and provide tailored financial advice across a range of products.
Key Responsibilities:
- Provide financial advice on savings, investments, pensions and protection products
- Manage and develop a portfolio of new and existing clients
- Conduct fact-finds and assess clients' financial goals and risk profiles
- Recommend suitable financial solutions in line with regulatory requirements
- Maintain strong compliance and documentation standards
- Generate new business through referrals and networking
Requirements:
- Previous experience in a financial advisory or paraplanning role
- Knowledge of UK financial products and FCA regulations
- Strong communication and relationship-building skills
- Target-driven with a professional, consultative approach
- Relevant qualifications (Level 4 Diploma or working towards) preferred
What's on Offer:
- Basic salary £30,000 - £40,000
- Performance-related bonus/commission
- Supportive environment with career progression
- Client leads and administrative support
- Immediate start available
To apply, please submit your CV for immediate consideration.
Financial Adviser in Harrow employer: 167 Solutions Ltd
Contact Detail:
167 Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Harrow
✨Tip Number 1
Network like a pro! Attend local financial events or seminars in Harrow to meet potential clients and industry peers. Building relationships face-to-face can really set you apart from the competition.
✨Tip Number 2
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial advice to establish yourself as a go-to expert in the field.
✨Tip Number 3
Practice your pitch! Prepare a concise and engaging introduction about yourself and your services. This will help you make a great first impression when meeting new clients or networking.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for motivated Financial Advisers. By applying directly, you’ll get noticed quicker and have a better chance of landing that dream job!
We think you need these skills to ace Financial Adviser in Harrow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your previous experience in financial advisory or paraplanning, and don’t forget to mention any relevant qualifications you have!
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate how you've built relationships with clients in the past. Share specific examples that show off your consultative approach and ability to understand client needs.
Be Clear About Your Goals: In your cover letter, let us know why you're interested in this position and how it fits into your career aspirations. We love seeing candidates who are motivated and have a clear vision for their future in financial services!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get considered as quickly as possible. Don’t miss out on this opportunity!
How to prepare for a job interview at 167 Solutions Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of UK financial products, especially those related to savings, investments, pensions, and protection. Being able to discuss these confidently will show that you're well-prepared and understand the market.
✨Showcase Your Relationship-Building Skills
Since this role involves building long-term client relationships, think of examples from your past experiences where you've successfully developed rapport with clients. Be ready to share how you approach relationship management and what strategies you use to maintain those connections.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss your understanding of FCA regulations and how you ensure adherence in your work. This will demonstrate your professionalism and commitment to maintaining high standards.
✨Practice Your Consultative Approach
The job requires a consultative approach, so practice how you would conduct a fact-find with a potential client. Think about the questions you'd ask to assess their financial goals and risk profiles, and be ready to role-play this scenario during the interview.