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- Tasks: Advise clients on financial planning and build strong relationships.
- Company: Join a growing Financial Services Firm in Portadown.
- Benefits: Enjoy flexible working, attractive bonuses, and professional development support.
- Why this job: Make a real impact in clients' lives while advancing your career.
- Qualifications: Must have Level 4 qualifications and 5+ years of experience.
- Other info: Opportunity for hybrid work and comprehensive health insurance.
The predicted salary is between 32000 - 48000 £ per year.
Senior Financial Advisor Portadown £40,000 (OTE £75,000) Full-Time/Permanent BlackFox Solutions are working with Financial Services Firm in Portadown to appoint a new Senior Financial Advisor to join a growing team. Working closely with senior leadership, you will: Advise clients on financial planning including investments, retirements planning, protection and inheritance tax mitigation. Retain existing client base and identifying new business opportunities and relationships. Adhere to firms compliance and procedures and FCA regulatory requirements Provide admin and paraplanner support You will need: Relevant industry qualifications (minimum Level 4) 5+ years relevant industry experience. An ability to build and maintain strong client relationships. A full driving licence and access to your own transport A clean financial background In return, you will receive: Attractive bonus scheme Flexible working with possibility of hybrid Professional development, study support, paid exams Life and Health insurance To hear more about this role, please apply with a copy of your most recent CV. Alternatively, you can get in touch with Eibhleann at Blackfox Solutions to hear more about this fantastic opportunity. Skills: Financial Advising Financial Planning Client Relationship Management
Senior Financial Advisor employer: Black Fox Solutions
Contact Detail:
Black Fox Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Make sure to highlight your relevant industry qualifications and experience during the interview. Since they require a minimum Level 4 qualification and 5+ years of experience, be prepared to discuss specific examples of how you've successfully advised clients in the past.
✨Tip Number 2
Demonstrate your ability to build and maintain strong client relationships. Prepare anecdotes that showcase your interpersonal skills and how you've effectively managed client expectations and needs.
✨Tip Number 3
Familiarize yourself with the firm's compliance and FCA regulatory requirements. Showing that you understand these regulations will demonstrate your commitment to adhering to industry standards and can set you apart from other candidates.
✨Tip Number 4
Be ready to discuss your approach to identifying new business opportunities. Think about strategies you've used in the past to grow your client base and how you can apply those to this role.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant industry qualifications and experience, especially your 5+ years in financial advising. Emphasize your ability to build and maintain strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention specific experiences where you successfully advised clients on financial planning and compliance.
Highlight Compliance Knowledge: Since adherence to compliance and FCA regulatory requirements is crucial, include any relevant training or certifications you have that demonstrate your knowledge in this area.
Showcase Your Client Retention Skills: Provide examples in your application of how you've retained clients and identified new business opportunities. This will show your potential employer that you can contribute to their growth.
How to prepare for a job interview at Black Fox Solutions
✨Showcase Your Experience
Make sure to highlight your 5+ years of relevant industry experience during the interview. Share specific examples of how you've successfully advised clients on financial planning, investments, and retirement strategies.
✨Demonstrate Client Relationship Skills
Since building and maintaining strong client relationships is crucial for this role, prepare to discuss your approach to client management. Think of instances where you turned a challenging client situation into a positive outcome.
✨Understand Compliance and Regulations
Familiarize yourself with the FCA regulatory requirements and the firm's compliance procedures. Be ready to discuss how you ensure adherence to these standards in your previous roles.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the team dynamics, professional development opportunities, and the firm's approach to client service. This demonstrates your enthusiasm and commitment to the role.
