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- Tasks: Provide expert financial guidance and create personalised financial plans for clients.
- Company: City St George’s, a leading university driving innovation in education and finance.
- Benefits: Competitive salary, professional development, and the chance to shape financial futures.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong expertise in financial planning and a degree in Finance or Economics.
- Other info: Dynamic role with opportunities for growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
City St George’s, University of London, is a premier institution formed by the merger of City and St George’s University. Focused on business, practice, and professional development, the university drives innovation in education, research, and real-world application. By combining expertise and resources, City St George’s creates unparalleled opportunities for its students and staff, shaping the future of industries and professions worldwide.
This is a full-time, on-site role for a Financial Advisor based in London. The Financial Advisor will provide expert financial guidance to clients, helping them plan their financial futures. Key responsibilities include:
- Creating personalized financial plans
- Evaluating investment opportunities
- Developing retirement strategies
- Offering actionable advice on financial matters
The role will also involve keeping up to date with evolving financial trends and regulations while building long-lasting client relationships.
Qualifications:
- Strong expertise in Financial Planning and Financial Advisory to assess and address client needs effectively
- In-depth knowledge of Finance and Investments, with the ability to analyze and suggest suitable financial products
- Experience with Retirement Planning and creating customized long-term financial strategies
- Proficiency in building client trust and maintaining professional relationships
- Exceptional analytical, communication, and problem-solving skills
- Bachelor’s degree in Finance, Economics, or a related field (CFP certification is a plus)
Financial Advisor employer: City St George's, University of London
Contact Detail:
City St George's, University of London Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Attend industry events, join finance-related groups on social media, and connect with professionals in your field. We can’t stress enough how important it is to build relationships that could lead to job opportunities.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Financial Advisor role. Prepare a short, engaging summary of your skills and experiences that highlights your expertise in financial planning and client relationship building.
✨Tip Number 3
Stay updated on financial trends! Show potential employers that you’re not just knowledgeable but also passionate about the industry. Follow relevant news, subscribe to finance podcasts, and share insights with your network to demonstrate your commitment.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight your analytical skills and experience in retirement planning, so we can see how you’d be a perfect fit for the team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your expertise in financial planning and advisory, and don’t forget to showcase any relevant qualifications or certifications that make you stand out.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients with their financial futures and how your skills align with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Since the role requires exceptional analytical skills, be sure to include examples of how you've successfully evaluated investment opportunities or developed financial strategies in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at City St George's, University of London
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the latest trends in finance and investment, as well as any recent changes in regulations. This will show that you're not just knowledgeable but also proactive about staying informed.
✨Personalise Your Approach
Prepare to discuss how you would create tailored financial plans for clients. Think of examples from your past experience where you successfully addressed client needs. This will demonstrate your ability to connect with clients and provide actionable advice.
✨Build Rapport
Since building long-lasting client relationships is key, practice your communication skills. Be ready to share how you've established trust with clients in previous roles. A friendly, approachable attitude can go a long way in making a great impression.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to financial planning or how they stay ahead of industry trends. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
