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- Tasks: Conduct client reviews and provide financial advice over the phone.
- Company: Join a dynamic financial planning practice focused on client success.
- Benefits: Enjoy remote work flexibility and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must be Level 4 Diploma qualified with experience in financial advice.
- Other info: Ideal for paraplanners looking to advance their career in a client-focused role.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for a Financial Planning practice who are looking to recruit a telephone based financial adviser.
The ideal candidate will be Level 4 Diploma Quailfied who is willing to conduct client reviews over the telephone.
This would suit a level four qualified paraplanner with client advice experience.
They will need to have been certified to give advice, or held a CF30 position previously.
Some of your duties will include:
·Identify and contact potential clients in accordance with the firm’s business plan and supervisor’s guidance.
·Ensure that relevant disclosure processes are followed in a positive, clear and timely fashion.
·Ensure sufficient client information (KYC) is obtained and that the analysis of this information informs suitable recommendations.
·Undertake detailed, relevant product and market research in order to identify the most suitable client solution where appropriate.
·Making sure all client files are compliant on an ongoing basis
The successful candidate will need to have recent, relevant experience of providing financial advice to clients, be IT literate, have a positive disposition and be a natural relationship builder.
Telephone Based Financial Adviser - Home Based employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Based Financial Adviser - Home Based
✨Tip Number 1
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in client interactions.
✨Tip Number 2
Practice your telephone communication skills. Since this role is telephone-based, being able to convey complex financial information clearly and confidently over the phone is crucial. Consider role-playing scenarios with a friend or mentor.
✨Tip Number 3
Network with other financial advisers and professionals in the industry. Join relevant online forums or local meetups to build connections that could lead to referrals or insights about the role and company culture.
✨Tip Number 4
Research the company thoroughly. Understand their business model, values, and the specific services they offer. Tailoring your conversation during the interview to reflect this knowledge can set you apart from other candidates.
We think you need these skills to ace Telephone Based Financial Adviser - Home Based
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Telephone Based Financial Adviser. Familiarise yourself with the skills required, such as Level 4 Diploma qualifications and experience in client advice.
Tailor Your CV: Highlight your relevant experience in financial advising and any qualifications you hold. Make sure to emphasise your ability to conduct client reviews over the phone and your familiarity with compliance processes.
Craft a Compelling Cover Letter: In your cover letter, explain why you are a great fit for this role. Mention your experience with KYC processes, your IT literacy, and your relationship-building skills. Be sure to convey your enthusiasm for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advising field.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant certifications during the interview. Be prepared to discuss how your qualifications have equipped you to provide financial advice effectively.
✨Demonstrate Your Communication Skills
As a telephone-based adviser, strong communication skills are essential. Practice articulating your thoughts clearly and concisely, and be ready to explain complex financial concepts in an easy-to-understand manner.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client situations. Think of examples from your past experience where you successfully identified client needs and provided tailored solutions.
✨Research the Company
Familiarise yourself with the financial planning practice and its business model. Understanding their approach will help you align your answers with their values and demonstrate your genuine interest in the role.
