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For Companies At a Glance
- Tasks: Meet clients, provide strategic financial advice, and build your own business.
- Company: Join a reputable firm with a commitment to client satisfaction and support.
- Benefits: Enjoy an 80% commission split, flexible working, and in-house training.
- Why this job: Kickstart your career with autonomy and the chance to make a real impact.
- Qualifications: Level 4 DipFA or CII Diploma required; no experience necessary.
- Other info: Be part of a supportive team with opportunities for professional growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Founded in 2000, Cooper & Parks Financial Services are a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and a wide range of Financial Planning including Pensions and Investments. With an unwavering commitment to service standards and client satisfaction, their mission is to exceed clients' expectations and help them to realise their financial dreams.
About the Role
Whether you are an experienced or inexperienced financial advisor you will have the freedom to build your own business and kick start your career as a financial advisor. With flexible, remote working, full autonomy over your diary and no micromanagement or targets, you can concentrate on delivering exceptional advice and benefiting from in house supervision, support, training and a high 80% commission split as standard!
The benefits for a Financial Advisor:
- Competitive Commission only splits: Enjoy an attractive commission split of 80% allowing for greater earning potential as a selfâemployed adviser.
- No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
- Nationwide opportunities: working remotely with full control over your diary.
- InâHouse training and compliance support: Benefit from continuous professional development and robust compliance support.
- Defined pathway to competency.
- Supportive team: Be part of a team that values collaboration and regularly hosts inâperson events.
- Flexible client meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
- Team camaraderie: Work with likeâminded individuals with the opportunity to attend quarterly team training events and share best practises.
- Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners.
Your responsibilities as a Financial Advisor will include:
- Meet with clients to understand their financial goals.
- Providing strategic advice across a variety of financial Investments, products and services.
- Conduct regular, ongoing advice to ensure goals and performance.
- Build and develop your business to achieve your goals.
- Complete continued professional development to ensure you stay up to date on industry regulation and products.
What will you need to succeed as a Financial Advisor:
- Must be Level 4 DipFA or CII Diploma qualified.
- No experience necessary.
- Ability to work independently and as part of a team.
Financial Advisor in London employer: Cooper & Parks Financial Services Ltd
Contact Detail:
Cooper & Parks Financial Services Ltd Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Advisor in London
â¨Network Like a Pro
Get out there and connect with people in the financial industry! Attend events, join online forums, and donât be shy about reaching out to potential clients or mentors. Building relationships can open doors that you didnât even know existed.
â¨Showcase Your Expertise
Create content that highlights your knowledge in financial planning. Whether itâs writing articles, making videos, or sharing tips on social media, let people see what you can offer. This not only builds your brand but also attracts clients who are looking for someone like you.
â¨Practice Your Pitch
Before meeting clients, practice your pitch until it feels natural. Focus on how you can help them achieve their financial dreams. The more confident you are in your delivery, the more likely they are to trust you with their finances.
â¨Apply Through Our Website
Donât forget to apply through our website! Itâs the best way to get noticed and shows youâre serious about joining our team. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Financial Advisor in London
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight any relevant qualifications, like your Level 4 DipFA or CII Diploma, and showcase your ability to work independently and as part of a team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients achieve their financial dreams. Mention how you can contribute to Cooper & Parks' mission and why you're excited about the flexibility and support they offer.
Showcase Your Communication Skills: As a Financial Advisor, communication is key. In your application, demonstrate your ability to explain complex financial concepts in simple terms. This will show us that you can effectively meet with clients and provide strategic advice.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. Itâs the best way for us to receive your application and ensures you donât miss out on any important updates from our team!
How to prepare for a job interview at Cooper & Parks Financial Services Ltd
â¨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around mortgages, pensions, and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand what Cooper & Parks Financial Services is all about.
â¨Showcase Your Independence
Since this role offers autonomy over your diary and client meetings, be prepared to discuss how you manage your time and work independently. Share examples of how you've successfully handled projects or tasks without micromanagement in the past.
â¨Emphasise Team Spirit
Even though you'll be working independently, teamwork is still key. Talk about your experiences collaborating with others and how you can contribute to the supportive environment at Cooper & Parks. Mention any past team events or training sessions you've enjoyed.
â¨Ask Smart Questions
Prepare thoughtful questions about the company culture, training opportunities, and how they support their advisers. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
