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For Companies At a Glance
- Tasks: Grow a client portfolio and develop new business opportunities.
- Company: Join a prestigious Independent Financial Adviser based in Chester.
- Benefits: Enjoy a competitive salary, bonuses, car allowance, and private medical cover.
- Why this job: Be part of a dynamic team with an entrepreneurial spirit and make a real impact.
- Qualifications: Must be Chartered or Level 4 qualified with sales experience.
- Other info: This is a full-time role in a supportive and growth-oriented environment.
The predicted salary is between 36000 - 60000 £ per year.
An Independent Financial Adviser based in Chester is seeking an experienced adviser with a proven track record in new business. This is a salaried full-time position plus bonus, car allowance and private medical, based in their prestigious offices.
Duties will include:
- Growing a portfolio of clients from leads provided.
- Seeking and developing new external business opportunities.
The successful candidate will have an entrepreneurial mindset and be prepared to invest in themselves, preferably Chartered or at least Level 4 qualified, with experience working in a target-driven sales environment. They should also be proficient in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning.
Financial Advisor employer: Ashley Rees Associates
Contact Detail:
Ashley Rees Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other financial advisers and potential clients. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your expertise but also demonstrate your commitment to professional development, making you a more attractive candidate.
✨Tip Number 3
Consider obtaining additional qualifications or certifications that are relevant to the role. Being Chartered or Level 4 qualified is preferred, so showcasing any extra credentials can set you apart from other candidates.
✨Tip Number 4
Prepare for the interview by researching the company and understanding their client base. Tailor your responses to highlight how your experience aligns with their needs, particularly in growing a portfolio and developing new business opportunities.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, particularly any achievements in growing client portfolios and developing new business opportunities. Use specific metrics to demonstrate your success.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and your qualifications. Mention your Level 4 qualification or Chartered status, and explain how your experience aligns with the company's needs.
Highlight Relevant Skills: In your application, emphasise your proficiency in financial planning areas such as investments, pensions, and protection planning. This will show that you have the necessary expertise for the role.
Showcase Your Sales Experience: Since the role is target-driven, include examples of your past sales achievements. Describe how you met or exceeded targets in previous positions to demonstrate your capability in a similar environment.
How to prepare for a job interview at Ashley Rees Associates
✨Showcase Your Track Record
Be prepared to discuss your previous successes in generating new business. Highlight specific examples where you've grown a client portfolio and the strategies you used to achieve this.
✨Demonstrate Your Entrepreneurial Mindset
Share instances where you've taken initiative or developed innovative solutions in your past roles. This will show that you have the proactive attitude they are looking for.
✨Know Your Financial Planning Fundamentals
Brush up on key areas of financial planning, including investments, pensions, and protection planning. Be ready to discuss how you would apply this knowledge to help clients effectively.
✨Prepare Questions About Business Development
Think of insightful questions regarding their approach to seeking new business opportunities. This shows your interest in the role and your understanding of the importance of business growth.
