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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, pension benefits, and paraplanning support for your success.
- Why this job: Join a thriving team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Financial Advisor and strong communication skills are essential.
- Other info: Great career progression opportunities and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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 advice
- Looking to progress in their career and become chartered (if not already)
- Needs to be flexible/adaptable to cope with change
- Needs to be computer literate, ideally used the following systems; Dynamic Planner, Intelligent Office, Selecta Pension
- 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
Locations
Financial Advisor in Milton Keynes, Olney employer: Aspire Personnel Ltd
Contact Detail:
Aspire Personnel Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Milton Keynes, Olney
✨Network Like a Pro
Get out there and connect with people in the financial services sector. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience and expertise. Prepare a few success stories that showcase how you've helped clients in the past. This will help you stand out as a strong candidate for the Financial Advisor role.
✨Stay Updated
Keep yourself in the loop with the latest financial products and legislation. This not only shows your commitment to ongoing development but also gives you great talking points during interviews. Employers love candidates who are proactive about their knowledge!
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through StudySmarter means you’ll have access to exclusive opportunities and support throughout the application process. Let’s land that Financial Advisor role together!
We think you need these skills to ace Financial Advisor in Milton Keynes, Olney
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. Keep it engaging and personal – we love a bit of personality!
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex information clearly. Whether it's through your writing style or examples of past experiences, let us see your skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Aspire Personnel Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investment, pension, and estate planning. Be ready to discuss complex financial matters and demonstrate your expertise. This shows that you're not just a candidate, but someone who can genuinely add value to their team.
✨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. Highlight your communication skills and how you’ve turned potential leads into loyal clients. This will help them see you as a great fit for their team.
✨Demonstrate Your Go-To Attitude
They’re looking for someone with a proactive mindset. Think of instances where you’ve taken the initiative to generate business leads or solve problems. Share these stories during your interview to show that you’re ready to hit the ground running.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest financial products and legislation. Being knowledgeable about current trends will not only impress them but also show your commitment to ongoing professional development. It’s a great way to demonstrate that you’re serious about your career in financial services.
