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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client relationships for wealth management.
- Company: Dynamic financial planning firm in Milton Keynes with a supportive team.
- Benefits: Competitive salary, uncapped income potential, flexible working, and professional development support.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in financial services.
- Other info: Join a collaborative environment with ongoing training and social events.
Job Role
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
An exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor’s earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities
* Servicing an existing client bank and generating new opportunities
* Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
* Strong communicator and relationship manager
* Committed to ongoing personal and professional development
* A candidate that has a ‘go to’ attitude and able to self generate own business leads
* Able to build strong relationships with both the clients and the team you will be working with. xiskglj
* Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Essential
* Experience as a Financial advisor (Wealth Management)
* The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
* Looking to progress in their career and become chartered (if not already)
* Needs to be Flexibility/ adaptability to cope with change
* Needs to be computer literate, ideally used the following systems; (but not essential)
Dynamic Planner
Intelligent office
Selecta pension
Benefits
* Uncapped bonus potential
* Pension and death in service benefits after qualifying probation period
* Bonus payable after validation period
* Also, happy to look at self employed basis
* Hybrid working
Financial Advisor employer: Aspire Personnel Ltd
Contact Detail:
Aspire Personnel Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend networking events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can lead to referrals and insider info about job openings.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your expertise in financial planning and wealth management. Share success stories that demonstrate your ability to deliver tailored advice and build long-term relationships. We want to see your personality shine through!
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message to thank them for their time and reiterate your interest. This keeps you fresh in their minds and shows your professionalism. Plus, it’s a great way to keep the conversation going!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through our site not only streamlines the process but also shows your enthusiasm for joining our team. We’re excited to see what you bring to the table!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise and any relevant qualifications, like your Level 4 Diploma. 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 tell us why you're passionate about financial advising and how your approach aligns with our client-first mindset. Be personable and let your personality come through!
Showcase Your Experience: When detailing your previous roles, focus on your achievements in managing client portfolios and delivering tailored advice. We love seeing examples of how you've built long-term relationships and contributed to business growth.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Aspire Personnel Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Be ready to discuss complex financial cases you've handled in the past, as this will show your expertise and confidence.
✨Build Rapport
Since this role is all about relationship management, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a personal story or experience that relates to client relationships. A personable approach can really set you apart!
✨Showcase Your Client-Centric Mindset
Prepare examples that highlight your client-first mindset. Discuss how you've tailored advice to meet individual client needs and how you prioritise their long-term financial well-being. This will demonstrate that you align with the company's values.
✨Be Ready for Compliance Questions
Familiarise yourself with FCA regulations and internal governance procedures. Expect questions on how you ensure compliance in your work. Showing that you understand the importance of these regulations will reassure them of your professionalism.
