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For Companies At a Glance
- Tasks: Provide financial guidance and develop strategies to help clients manage their money effectively.
- Company: Join a dynamic company focused on empowering clients with financial knowledge.
- Benefits: Enjoy remote work flexibility, competitive pay, and opportunities for professional growth.
- Why this job: Make a real difference in people's lives by helping them achieve financial security.
- Qualifications: Experience as a Financial Adviser or Planner, with strong analytical and communication skills.
- Other info: Stay ahead of industry trends while building valuable client relationships.
The predicted salary is between 28800 - 48000 £ per year.
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close a sale.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client's overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win‐win relationships
- Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements and skills
- Proven working experience as a Financial Adviser, Financial Planner or relevant experience
- Track record of successful financial guidance
- Ability to analyse market's financial data and to provide appropriate data‐based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Degree in Finance or related field preferable
FINANCIAL ADVISER (REMOTE) in London 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 (REMOTE) in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend webinars, join online forums, or even hit up local meetups. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your financial strategies and successful client outcomes. This will give potential employers a clear picture of what you can bring to the table. Don't forget to highlight your ability to analyse market data!
✨Tip Number 3
Stay updated on industry trends. Make it a habit to read financial news and reports regularly. This knowledge will not only help you in interviews but also show that you're passionate about the field and ready to provide top-notch advice to clients.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for the Financial Adviser position. Plus, you'll be one step closer to joining a team that values your expertise and helps you grow in your career.
We think you need these skills to ace FINANCIAL ADVISER (REMOTE) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your relevant experience, especially in financial guidance and client management. We want to see how you can bring value to our clients!
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. Share specific examples of how you've successfully helped clients in the past and how you plan to do the same with us.
Showcase Your Skills: Don’t forget to highlight your communication and analytical skills. We’re looking for someone who can explain complex financial concepts clearly. Make sure to mention any relevant qualifications or certifications you hold!
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Financial Products
Make sure you’re well-versed in the various financial products and services you’ll be advising on. Research the latest trends in debt management, investments, and insurance coverage. This knowledge will not only impress your interviewers but also help you answer questions confidently.
✨Understand Client Needs
Prepare to discuss how you assess a client's financial picture and tailor strategies to meet their needs. Think of examples from your past experience where you successfully identified client needs and developed a solid financial plan. This shows your ability to connect with clients and provide personalised advice.
✨Showcase Your Communication Skills
As a Financial Adviser, clear communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your strong communication and presentation skills by articulating your thoughts clearly and engagingly.
✨Stay Updated on Industry Trends
Be prepared to discuss recent developments in the financial industry. Show that you’re proactive about keeping up with market changes and can leverage this knowledge to benefit clients. Mention any relevant articles or reports you've read recently to back up your insights.
