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For Companies At a Glance
- Tasks: Conduct financial reviews and identify new business opportunities.
- Company: Join a leading Financial Planning firm in Kingston upon Thames.
- Benefits: Enjoy full support from a paraplanning team and ongoing professional development.
- Why this job: Perfect for passionate advisers seeking client opportunities and a supportive environment.
- Qualifications: Minimum 2 years' advisory experience and technical competence in pensions and investments required.
- Other info: Take over an existing client bank worth approximately £85m.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a Financial Planning firm in Kingston Upon Thames who have a requirement for someone to take over an existing client bank of approximately £85m from an adviser who will be retiring in the next 12 to 18 months
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- You must have a minimum of 2 year’s experience in an advisory role.
- Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Level 6 qualified Financial Planner (Chartered)
- Competent Adviser Status in current role.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment.
- To be a self-starter and be able to manage leads and report into the senior management
This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
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Chartered Independent Financial Adviser employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Independent Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who are already working in Kingston upon Thames. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you gain insights into the local market.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of clients in the Kingston area. Understanding the local demographic can give you an edge when discussing financial reviews and identifying new business opportunities.
✨Tip Number 3
Showcase your technical competence by staying updated on the latest trends and regulations in pensions, investments, and insurances. This will not only boost your confidence but also demonstrate your commitment to ongoing professional development during interviews.
✨Tip Number 4
Prepare to discuss your approach to building client rapport and handling objections. Think of examples from your past experience where you've successfully managed client relationships, as this will highlight your ability to connect with clients and put them at ease.
We think you need these skills to ace Chartered Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advising, particularly focusing on your technical competence with pensions, investments, and insurances. Emphasise your ability to build client rapport and handle objections.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to ongoing professional development. Mention your experience with managing client relationships and how you can contribute to the firm's success.
Showcase Your Achievements: Include specific examples of your past successes in financial advising. This could be in terms of client retention, new business acquisition, or any awards or recognitions you've received in your career.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years' experience in an advisory role. Be prepared to discuss specific examples of how you've successfully managed client relationships and provided financial advice.
✨Demonstrate Technical Competence
Brush up on your knowledge of pensions, investments, and insurances, especially in the context of pre and post-retirement stages. Be ready to answer technical questions that may arise during the interview.
✨Build Rapport
During the interview, focus on building a connection with the interviewer. Show your personality and empathy, as these traits are crucial for putting clients at ease and handling objections effectively.
✨Prepare for Fast-Paced Questions
Since the role requires working in a fast-paced environment, be prepared to answer questions that assess your ability to manage leads and report to senior management. Think of examples where you've thrived under pressure.
