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
Financial Advisor in Wandsworth employer: Cavendish Maine
Join a rapidly growing Financial Planning firm in Putney, where you will benefit from a supportive work culture that prioritises employee development and offers a flexible hybrid working model. With a focus on high-quality advice and client relationships, this role provides an excellent opportunity for growth, allowing you to inherit an existing client bank while enjoying competitive salary and extensive company benefits.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Wandsworth
✨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 and its values, especially since they focus on high-quality advice. Think about how your experience aligns with their needs and be ready to share specific examples of your past successes.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in financial planning. Include case studies or testimonials from clients if possible. This will help you stand out and demonstrate your expertise.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. It’s a straightforward process, and you’ll be one step closer to landing that dream role as a Financial Advisor with us.
We think you need these skills to ace Financial Advisor in Wandsworth
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. Keep it concise but impactful – we love a good story!
Showcase Your Technical Knowledge:Since strong technical knowledge is key for this role, don’t shy away from mentioning specific areas of financial planning you excel in. We’re keen to know how you can contribute to our team and help our clients!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Cavendish Maine
✨Know Your Stuff
Make sure you brush up on your technical knowledge across all aspects of Financial Planning. Be ready to discuss how you've applied this knowledge in previous roles, especially when it comes to client needs and regulatory requirements.
✨Build Rapport
Since the role involves building sustainable relationships with clients, practice your interpersonal skills. Think about how you can connect with clients over the phone or via Teams, and prepare examples of how you've successfully managed client relationships in the past.
✨Prepare for Scenarios
Anticipate questions about handling client complaints and providing solutions. Prepare specific examples where you've resolved issues effectively, as this will demonstrate your problem-solving skills and ability to follow up for resolution.
✨Show Your Ambition
Express your desire to obtain Chartered status during the interview. This shows that you're committed to your professional development and aligns with the firm's values of high-quality advice and continuous improvement.
