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- Tasks: Advise clients on financial planning and wealth management while building long-term relationships.
- Company: Join a dynamic team in Ashford, dedicated to providing top-notch financial advice.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and at least 2 years of experience.
- Other info: Embrace a culture of integrity and continuous learning in a fast-paced industry.
The predicted salary is between 34000 - 51000 £ per year.
Type of Position: Financial Adviser – Ashford
Pay: £40k – £60k
Reference: Ashford4
Financial Adviser – Ashford
Our client is looking to welcome a Financial Adviser into their team in Ashford, Kent to advise clients as appropriate to their circumstances and objectives.
You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:
– provide technical and investment advice on all aspects of client’s requirements and wealth management planning
– create, build and maintain long-term client relationships, through quality of service and advice
– communicate information to clients in a manner appropriate for their level of understanding
– maintain own knowledge of current affairs and the potential impact on client issues
– explain the potential benefits and disadvantages of various products and services recommended to clients
– conduct research and data analysis for both the client and special projects
– keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
– adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
– adopt an open, honest approach and deal with all aspect client affairs with integrity
The successful applicants will:
– have a Level 4 Diploma in Financial Planning
– have a minimum of 2 years’ experience in a Financial Adviser capacity
– have strong understanding of the full range of pensions and wealth management planning solutions
– be highly driven, self-motivated, have high initiative and be a good team player
– be able to research, analyse and interpret a diverse range of highly technical information
– possess excellent communication and negotiation skills
– have excellent literacy, numeracy, and IT skills
– be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
– have an ethical and professional approach to work
Qualification requirements
We expect an individual in this role to hold the following qualifications:
– The minimum level is “level 4” Diploma with the aim of achieving Chartered status
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Financial Adviser - Ashford employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Ashford
✨Tip Number 1
Network with professionals in the financial services industry, especially those already working as Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Stay updated on current financial regulations and market trends that could impact your clients. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed advice, which is crucial for a Financial Adviser.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully built client relationships or provided valuable financial advice. Use specific examples to showcase your experience and how it aligns with the responsibilities of the role.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations during interviews to reflect how your personal ethics and professional approach align with their expectations, particularly regarding integrity and client service.
We think you need these skills to ace Financial Adviser - Ashford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Financial Adviser. Emphasise your Level 4 Diploma in Financial Planning and any specific achievements in wealth management or client relationship building.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in providing holistic financial planning advice and how you can contribute to maintaining long-term client relationships.
Showcase Communication Skills: In your application, demonstrate your ability to convey complex information clearly. Use examples from your past roles where you successfully communicated technical advice to clients with varying levels of understanding.
Highlight Compliance Knowledge: Mention your familiarity with compliance procedures and regulations, particularly those related to the Financial Conduct Authority (FCA). This will show your commitment to ethical practices in financial advising.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the various financial products and services you'll be discussing. Be prepared to explain their benefits and drawbacks clearly, as this will demonstrate your expertise and help build trust with potential clients.
✨Showcase Your Communication Skills
Since you'll need to convey complex information to clients with varying levels of understanding, practice explaining financial concepts in simple terms. This will highlight your ability to connect with clients and ensure they feel comfortable with your advice.
✨Demonstrate Your Research Skills
Be ready to discuss how you approach research and data analysis. Share examples of how you've used these skills in previous roles to inform your financial planning and decision-making, as this is crucial for providing tailored advice.
✨Emphasise Your Ethical Approach
Integrity is key in the financial sector. Be prepared to discuss how you adhere to compliance procedures and maintain ethical standards in your work. This will reassure the interviewer that you prioritise client interests and regulatory requirements.
