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For Companies At a Glance
- Tasks: Help clients with financial planning, investments, and pensions while building strong relationships.
- Company: Reputable tax and wealth management firm focused on growth and employee development.
- Benefits: Uncapped bonuses, paraplanning support, and pension benefits after probation.
- Why this job: Join a thriving team and boost your career in financial services with endless earning potential.
- Qualifications: Experience as a Financial Advisor and a passion for client relationship management.
- Other info: Flexible working options and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Job Role
An exciting new opportunity has just arisen with one of our new clients who are a tax and wealth management company. Due to an extremely successful period of business, they are now looking to expand by adding a new member to the 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 willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities
- Experience as a Financial advisor
- 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.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
- Has previous experience in the financial services sector
- The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment adviceLooking 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;
- Dynamic Planner
- Intelligent office
- Selecta pension
Benefits
- Uncapped bonus potential
- Paraplanning support will be provided
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self employed basis
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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 sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can lead to job opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet with potential employers, make sure to highlight your experience and expertise in financial planning. Use real-life examples to demonstrate how you've successfully managed client portfolios or navigated complex financial situations. This will help you stand out from the crowd!
✨Stay Updated
Keep yourself in the loop with the latest financial products and legislation. This not only shows your commitment to ongoing professional development but also equips you with the knowledge to impress during interviews. Employers love candidates who are proactive about their learning!
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through StudySmarter gives you an edge, as we’re dedicated to helping you find the right fit. Plus, we know the ins and outs of the companies we work with, so we can give you the inside scoop!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in financial planning, client management, and any relevant qualifications. 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 passionate about financial advising and how your skills align with our needs. We love seeing enthusiasm and a personal touch!
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. We’re looking for someone who can build relationships with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get started on this exciting journey together!
How to prepare for a job interview at Aspire Personnel Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products, investment strategies, and current legislation. Being able to discuss these topics confidently will show that you're serious about the role and can handle complex matters.
✨Showcase Your Relationship Skills
As a Financial Advisor, building strong relationships is key. Prepare examples of how you've successfully managed client relationships in the past. This could be through effective communication or by demonstrating your ability to understand and meet clients' needs.
✨Demonstrate Your Go-To Attitude
This company values candidates with a proactive approach. Be ready to share instances where you've taken the initiative to generate leads or improve processes. Highlighting your self-motivation will resonate well with them.
✨Ask Smart Questions
Prepare thoughtful questions about the company's growth plans and how they support their Financial Advisors. This shows your interest in the role and helps you gauge if it's the right fit for you. Plus, it demonstrates your commitment to ongoing personal and professional development.
