Financial Advisor (Investments / Pensions)
Financial Advisor (Investments / Pensions)

Financial Advisor (Investments / Pensions)

Sittingbourne +1 Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial advice on investments and pensions while building client relationships.
  • Company: A supportive company that values independence and proactive advisors.
  • Benefits: Flexible working hours, competitive commission structure, and lead generation support.
  • Why this job: Join a dynamic team where you can thrive without micromanagement and make a real difference.
  • Qualifications: Experience as a Financial Advisor with strong communication and self-motivation skills.
  • Other info: Opportunity for personal growth and career advancement in a thriving industry.

The predicted salary is between 36000 - 60000 £ per year.

Are you a current or previous Financial Advisor looking to join a business with no micromanagement? Are you the right applicant for this opportunity Find out by reading through the role overview below. In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors. You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a …

Locations

Sittingbourne Kent

Financial Advisor (Investments / Pensions) employer: 361798

Join a forward-thinking company that values autonomy and empowers its Financial Advisors to thrive without micromanagement. With a strong support system providing leads and a culture that encourages proactive business generation, you'll find ample opportunities for professional growth and development. Located in a vibrant area, the company offers a collaborative work environment where your contributions are recognised and rewarded, making it an ideal place for those seeking a fulfilling career in finance.
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Contact Detail:

361798 Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor (Investments / Pensions)

✨Tip Number 1

Network like a pro! Reach out to your contacts in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or a referral that could land you that perfect Financial Advisor role.

✨Tip Number 2

Be proactive in your job search! Don’t just wait for leads to come to you; actively seek out potential clients and opportunities. This shows employers that you’re driven and ready to take initiative, which is key in the financial advisory space.

✨Tip Number 3

Prepare for interviews by brushing up on your knowledge of investments and pensions. Be ready to discuss your previous experiences and how you can bring value to the company. Confidence and expertise go a long way in making a great impression!

✨Tip Number 4

Apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it’s a great way to show your interest in joining our team and getting the support you need to thrive as a Financial Advisor.

We think you need these skills to ace Financial Advisor (Investments / Pensions)

Financial Advisory
Lead Generation
Proactive Sales Skills
Client Relationship Management
Investment Knowledge
Pension Planning
Communication Skills
Negotiation Skills
Analytical Skills
Regulatory Knowledge
Market Research
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with investments and pensions, and don’t forget to mention any leads you've successfully generated in the past!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your proactive approach and how you can benefit from the support we offer at StudySmarter.

Showcase Your Achievements: When detailing your experience, focus on your achievements as a Financial Advisor. Numbers speak volumes, so include any stats that demonstrate your success in generating business or managing client portfolios.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at 361798

✨Know Your Numbers

As a Financial Advisor, you’ll need to be comfortable discussing investments and pensions. Brush up on key financial metrics and trends in the industry. Being able to confidently discuss your past performance and how you've helped clients achieve their financial goals will impress the interviewers.

✨Show Your Proactivity

Since the role requires self-generating business, come prepared with examples of how you've successfully built your client base in the past. Share specific strategies you’ve used to attract new clients and how you plan to continue doing so in this new role.

✨Understand the Company Culture

Research the company’s values and work environment. Since they emphasise no micromanagement, think about how you can demonstrate your independence and ability to work autonomously. Prepare to discuss how you thrive in such an environment.

✨Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to lead generation and support for Financial Advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.

Financial Advisor (Investments / Pensions)
361798

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  • Financial Advisor (Investments / Pensions)

    Sittingbourne +1
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-10-02

  • 3

    361798

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