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- Tasks: Deliver tailored financial planning advice and build long-term client relationships.
- Company: Growing Advisory business offering a hybrid working environment.
- Benefits: Competitive salary, bonuses, and excellent earning potential.
- Why this job: Make a real difference in clients' financial journeys while enjoying flexibility.
- Qualifications: Bachelor's degree in Finance, 3+ years experience, and Level 4 Diploma.
- Other info: Opportunity for professional growth in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
This is an excellent opportunity for an experienced Financial Adviser to join a growing Advisory business. You will be required to deliver comprehensive financial planning advice to both new and existing clients, ensuring their personal and financial objectives are fully understood and met through tailored solutions. This includes proactively identifying opportunities to enhance client outcomes, fostering long-term trusted relationships, and supporting clients through each stage of their financial journey. This is an employed Advisory role, with bonuses and very competitive earning potential.
Qualifications:
- Bachelor's degree in Finance or related field
- 3+ years' of industry experience
- Level 4 Diploma in Financial Planning, Competent Adviser Status and current SPS
- Previous experience of delivering advice via video meetings and over the telephone
- Excellent interpersonal skills
Independent Financial Advisor in City of London employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can clearly articulate your experience and how it aligns with their needs. Tailor your message to highlight your skills in delivering financial advice and building client relationships.
✨Tip Number 3
Show up online! Make sure your LinkedIn profile is up-to-date and reflects your expertise as a Financial Adviser. Engage with relevant content and connect with industry professionals to increase your visibility.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can give you an edge. Plus, it shows your enthusiasm for joining our team and helps us get to know you better.
We think you need these skills to ace Independent Financial Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Level 4 Diploma in Financial Planning, and any relevant industry experience. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Independent Financial Advisor role. Share specific examples of how you've helped clients achieve their financial goals and how you build long-term relationships.
Showcase Your Communication Skills: Since this role involves delivering advice via video meetings and phone calls, it's crucial to demonstrate your excellent interpersonal skills. In your application, mention any experiences where you've successfully communicated complex financial concepts to clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Be ready to discuss how you've helped clients achieve their financial goals in the past, as this will show your expertise and ability to deliver tailored solutions.
✨Showcase Your Interpersonal Skills
Since this role involves building long-term relationships with clients, practice demonstrating your interpersonal skills during the interview. Think of examples where you've successfully communicated complex financial concepts to clients, especially through video meetings or phone calls.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare by thinking about how you would handle specific client situations, such as identifying opportunities for enhancing client outcomes or addressing a client's concerns about their financial plan.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This could be about the company's approach to client relationships or how they support their advisers in achieving their targets. It shows you're genuinely interested and engaged in the role.
