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- Tasks: Provide expert financial advice on investments, pensions, and tax planning.
- Company: Rapidly growing Financial Planning firm with a focus on quality service.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Supportive environment with an existing client bank to work with.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
This rapidly growing Financial Planning firm provide 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
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
Financial Advisor employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. We recommend doing mock interviews with friends or using online resources to get comfortable discussing your expertise.
✨Tip Number 3
Showcase your personality! When meeting potential employers, let your passion for financial advising shine through. Share stories about how you've helped clients achieve their goals – it makes you memorable!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice, especially in areas like investments and pensions. We want to see how your skills align with what we do at StudySmarter!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our team. Let us know why you're the perfect fit for our Colchester office.
Showcase Your Client Management Skills: Since you'll be servicing an existing client bank, it's crucial to demonstrate your ability to build and maintain relationships. Share examples of how you've successfully managed client portfolios in the past.
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 out on any important updates from our team!
How to prepare for a job interview at Cavendish Maine
✨Know Your Financial Stuff
Brush up on your knowledge of investments, pensions, protection, and tax planning. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This shows you’re not just knowledgeable but also practical.
✨Understand the Firm's Values
Research the financial planning firm’s mission and values. Tailor your answers to reflect how your personal values align with theirs. This connection can make a big difference in how they perceive you as a cultural fit.
✨Prepare Client Scenarios
Think of a few client scenarios you’ve handled successfully. Be prepared to walk through your thought process and the outcomes. This demonstrates your experience and ability to provide high-quality advice, which is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and growth. This not only shows your interest in the position but also helps you gauge if the firm is the right fit for you. Remember, interviews are a two-way street!