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- Tasks: Meet clients, conduct financial reviews, and create tailored financial plans.
- Company: Leading independent financial advisory in Milton Keynes with a successful team.
- Benefits: Salary between £45,000-£55,000, plus great benefits and professional growth opportunities.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Strong track record in financial advice and excellent client relations skills.
- Other info: Exciting career path towards Chartered status in a supportive environment.
The predicted salary is between 45000 - 55000 £ per year.
A leading independent financial advisory in Milton Keynes is seeking a Financial Adviser to join their successful team. The ideal candidate will have a strong track record in financial advice and a focus on client relations.
Responsibilities include:
- Setting up client meetings
- Conducting financial reviews
- Preparing personalized plans
A salary range of £45,000-£55,000 is offered along with opportunities for professional growth. Great benefits are also part of the package.
Financial Adviser: Path to Chartered Status (Milton Keynes) employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser: Path to Chartered Status (Milton Keynes)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at that leading independent advisory in Milton Keynes.
✨Tip Number 2
Prepare for those client meetings! Brush up on your communication skills and be ready to showcase how you can build strong client relationships. Remember, it's all about making a great first impression and showing your potential employer that you can connect with clients effectively.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience in financial advice. This will help you articulate your track record confidently when it comes to the real deal.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and stand out from the crowd. Plus, you'll be one step closer to landing that Financial Adviser role and taking your career to the next level!
We think you need these skills to ace Financial Adviser: Path to Chartered Status (Milton Keynes)
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your track record in financial advice. We want to see how you've helped clients in the past and what makes you a great fit for our team.
Personalise Your Approach: Tailor your application to reflect our focus on client relations. Share specific examples of how you've built strong relationships with clients and how you plan to continue doing so with us.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us see your potential quickly!
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 any important details about the role or our company.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various products and strategies. Make sure you can explain complex concepts in simple terms, as client relations are key in this role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific situations where you went above and beyond for a client, as this will demonstrate your commitment to client satisfaction.
✨Research the Company
Familiarise yourself with the independent financial advisory's values, mission, and recent news. This will not only help you tailor your answers but also show that you're genuinely interested in being part of their team.
✨Prepare Questions to Ask
Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about their approach to client reviews or professional development opportunities, which shows your enthusiasm for growth within the company.
