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- Tasks: Service an existing client bank and conduct financial reviews.
- Company: Join a leading Chartered Financial Planning firm in Kent.
- Benefits: Full support from the paraplanning team and provided leads.
- Why this job: Great opportunity to grow your advisory skills with high net worth clients.
- Qualifications: Minimum 2 years in an advisory role and Level 4 Diploma required.
- Other info: Ideal for self-starters looking for a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank. Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. 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. Minimum Level 4 Diploma Status. Ideally well on the way to being Chartered status 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. …
Chartered Independent Financial Adviser - All leads provided employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Independent Financial Adviser - All leads provided
✨Tip Number 1
Familiarize yourself with the specific needs and preferences of high net worth clients. Understanding their unique financial goals will help you tailor your approach during interviews and demonstrate your expertise in providing personalized advice.
✨Tip Number 2
Showcase your experience in conducting financial reviews and identifying new business opportunities. Be prepared to discuss specific examples from your past roles that highlight your ability to build client rapport and handle objections effectively.
✨Tip Number 3
Emphasize your commitment to ongoing professional development. Mention any relevant courses or certifications you are pursuing, especially those that align with the firm's focus on pensions, investments, and insurances.
✨Tip Number 4
Demonstrate your self-starter attitude by preparing questions about how you can manage leads effectively within the firm. Showing initiative and a proactive mindset will resonate well with the senior management team.
We think you need these skills to ace Chartered Independent Financial Adviser - All leads provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in providing pension and investment advice, especially to high net worth clients. Emphasize your technical competence and any relevant qualifications, such as your Level 4 Diploma Status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to ongoing professional development. Mention your ability to build client rapport and handle objections, as these are key traits for the role.
Showcase Relevant Experience: Detail your previous advisory roles, focusing on your experience with clients who have investable assets up to £1,000,000. Highlight specific examples of how you conducted financial reviews and identified new business opportunities.
Prepare for Potential Questions: Anticipate questions related to your experience in a fast-paced environment and your approach to managing leads. Be ready to discuss how you would work with the paraplanning team and support senior management.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous advisory roles in detail, especially your experience with high net worth clients. Highlight specific examples where you successfully provided pension and investment advice.
✨Demonstrate Technical Competence
Make sure to brush up on your knowledge of pensions, investments, and insurances. Be ready to answer technical questions that may arise during the interview to showcase your expertise.
✨Build Rapport
During the interview, focus on building a connection with the interviewer. Show your personality and empathy, as these traits are crucial for establishing trust with clients.
✨Prepare for Objections
Anticipate potential objections or concerns the interviewer might have regarding your experience or approach. Prepare thoughtful responses that demonstrate your ability to handle challenges with confidence.
