At a Glance
- Tasks: Build relationships with clients and provide tailored financial advice.
- Company: Rapidly growing Financial Planning firm with a strong reputation.
- Benefits: Competitive salary, bonus, and extensive company benefits.
- Other info: Flexible hybrid working model with opportunities for career advancement.
- Why this job: Inherit a client bank and gain valuable experience in a supportive environment.
- Qualifications: Diploma in Financial Planning and relevant experience required.
The predicted salary is between 40000 - 45000 £ per year.
This rapidly growing Financial Planning firm provides high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Putney office on an employed basis to service an existing client bank. This is a great opportunity for a recently qualified or junior advisor to inherit a client bank and gain experience within a reputable company.
Role and Responsibilities:
- Build sustainable relationships with clients
- Complete annual reviews within required timescales
- Identify and assess clients' needs
- Write new business from carrying out annual reviews with existing clients
- Obtain and record the required meet regulatory KYC and suitability requirements
- Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions, process client accounts and file documents
This role is desk-based with meetings conducted via phone and Teams, and they have a flexible hybrid working model which allows you to split your time between home and office.
The Individual:
- Hold the Diploma in Financial Planning
- Have previous relevant experience
- Strong technical knowledge across all aspects of Financial Planning
- Ideally have a desire to obtain Chartered status
The Package:
- Salary circa £40,000 - £45,000 (depending on experience)
- Bonus
- Extensive Company Benefits
Contact: Karen Cummins
Reference: KC/101906
Financial Advisor in London employer: Cavendish Maine Recruitment
Join a well-established insurance advisory business that values its employees and fosters a supportive work culture in vibrant locations like Bristol, South Wales, and London. With a strong focus on employee growth, you will have access to experienced colleagues and resources to help you thrive in your role as a Senior Employee Benefits Consultant, while enjoying a competitive salary and a rewarding long-term benefits package. This is an excellent opportunity for those looking to build meaningful client relationships in a nurturing environment that prioritises professional development.
Contact Details:
Cavendish Maine Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect job!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their client base. Be ready to discuss how you can build sustainable relationships and meet their clients' needs. Show them you’re the right fit for their team!
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal interview, being able to clearly articulate your experience and how it aligns with their needs is key. Keep it concise but impactful!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Advisor role. Plus, it shows you’re serious about joining our team. Let’s get you started on this exciting journey!
We think you need these skills to ace Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience and qualifications, especially your Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can build sustainable relationships with clients. Let us know what makes you the perfect fit for our team.
Showcase Your Technical Knowledge:We’re keen on strong technical knowledge across all aspects of Financial Planning. In your application, don’t shy away from mentioning specific areas where you excel. This will help us see your expertise right away!
Apply Through Our Website:To make sure your application gets to us quickly, apply through our website. It’s straightforward and ensures we receive all your details without any hiccups. We can’t wait to hear from you!
How to prepare for a job interview at Cavendish Maine Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key principles and regulations that govern the industry, especially KYC and suitability requirements. This will show that you're not just qualified but also genuinely interested in the role.
✨Client-Centric Approach
Prepare to discuss how you build and maintain relationships with clients. Think of examples where you've successfully identified client needs and provided tailored solutions. This is crucial for a Financial Advisor, so be ready to showcase your interpersonal skills.
✨Demonstrate Problem-Solving Skills
Be prepared to talk about how you've handled client complaints in the past. Highlight your ability to provide appropriate solutions and follow up to ensure resolution. This will demonstrate your commitment to client satisfaction and your proactive approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client reviews or how they support advisors in obtaining Chartered status. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
