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- Tasks: Manage client portfolios and provide tailored financial advice to help clients achieve their goals.
- Company: Dynamic financial advisory firm committed to expert guidance and client success.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Why this job: Join a fast-paced environment where you can make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Services and five years of experience in financial planning.
- Other info: Opportunity to work with diverse financial services and grow your career.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice in Finchley who are looking to recruit a Financial Adviser. The company is a dynamic financial advisory firm committed to delivering expert financial guidance to individuals and businesses alike. They are looking for an experienced and motivated Financial Adviser to join the team. This role is perfect for a results-oriented professional who thrives in a fast-paced environment and enjoys building relationships, both with existing clients and new prospects.
As a Financial Adviser, you will be responsible for managing and nurturing an established client base while also proactively identifying and securing new business opportunities. Your primary goal will be to provide exceptional financial advice, guide clients on investment, retirement, tax, and estate planning, and grow your client portfolio. You will be expected to leverage your sales acumen and financial expertise to build lasting relationships and support clients in achieving their financial goals. The ideal candidate will have a strong background in financial planning and investment management, with excellent interpersonal skills and a commitment to providing exceptional client service.
Responsibilities- Client Management & Retention:
- Manage an existing portfolio of clients, offering ongoing support, portfolio reviews, and financial planning services.
- Conduct regular check-ins with clients to ensure satisfaction and to discuss their evolving financial goals.
- Identify opportunities to enhance the financial well-being of existing clients through tailored solutions.
- Maintain up-to-date knowledge of clients' financial needs and preferences.
- Proactively prospect and identify new clients through networking, referrals, cold calling, and outreach.
- Develop and implement strategies to generate new business, expanding the firm's clientele.
- Cultivate relationships with potential clients and provide customised financial solutions.
- Attend networking events and engage in community outreach to build brand awareness and generate leads.
- Provide comprehensive financial advice, including retirement planning, tax strategies, investment recommendations, and estate planning.
- Assess clients' financial situations, risk tolerance, and goals to create personalised financial plans.
- Stay informed on market trends, financial products, and regulatory changes to ensure clients receive the best advice.
- Work closely with clients to educate them on financial products and services that suit their needs.
- Level 4 Diploma in Financial Services.
- Minimum of five years of experience in financial planning and advisory services.
- In-depth knowledge of investment products, financial markets, and regulatory requirements.
- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
Financial Adviser - Finchley in London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Finchley in London
✨Tip Number 1
Network like a pro! Attend local events, join financial groups, and connect with other professionals in the industry. Building relationships is key to finding new clients and opportunities.
✨Tip Number 2
Don’t underestimate the power of social media. Use platforms like LinkedIn to showcase your expertise, share insights, and engage with potential clients. It’s a great way to build your personal brand!
✨Tip Number 3
Follow up! After meeting someone or having a conversation, send a quick message to keep the connection alive. A simple 'great to meet you' can go a long way in establishing rapport.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented Financial Advisers. Show us what you’ve got and let’s disrupt the Professional Services space together!
We think you need these skills to ace Financial Adviser - Finchley in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser role. Highlight your background in financial planning, client management, and any relevant qualifications to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your experience aligns with our mission. Be genuine and let your personality come through!
Showcase Your Interpersonal Skills: Since building relationships is key in this role, make sure to highlight your communication and interpersonal skills in your application. Share examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply directly 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 from us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment products and market trends. The company is looking for someone with a strong background in financial planning, so be ready to discuss your experience and how it relates to their needs.
✨Showcase Your People Skills
As a Financial Adviser, building relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Think about times when you went above and beyond to meet a client's needs or how you’ve turned a prospect into a loyal client.
✨Demonstrate Your Sales Acumen
This role requires a proactive approach to business development. Be prepared to share your strategies for identifying new clients and generating leads. Discuss any networking events you've attended or outreach methods that have worked well for you.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to financial advisory and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
