Investment & Financing Advisor – Client Impact in London
Investment & Financing Advisor – Client Impact

Investment & Financing Advisor – Client Impact in London

London Entry level 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide tailored financial solutions and exceptional customer service to clients.
  • Company: Leading financial services provider in the UK with a client-focused approach.
  • Benefits: Competitive salary, annual bonus, flexible vacation, and pension plan.
  • Why this job: Kickstart your career in finance with training and development support.
  • Qualifications: Strong communication skills and a passion for helping clients.
  • Other info: Great opportunity for growth in a dynamic industry.

The predicted salary is between 36000 - 60000 £ per year.

A financial services provider in the United Kingdom is seeking an advisor for investment and financing. The role involves attending to client needs with a focus on excellent customer service and offering tailored financial solutions.

Candidates will benefit from:

  • a competitive salary
  • an annual bonus
  • flexible vacation
  • a defined-benefit pension plan

This is a remarkable opportunity for those looking to gain entry into the financial services industry with support for training and development.

Investment & Financing Advisor – Client Impact in London employer: Desjardins

As a leading financial services provider in the United Kingdom, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. With a strong emphasis on professional development, competitive salaries, and flexible benefits, we empower our team to deliver exceptional client service while enjoying a healthy work-life balance. Join us to be part of a culture that values innovation and collaboration, making a meaningful impact in the financial sector.
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Contact Detail:

Desjardins Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment & Financing Advisor – Client Impact in London

Tip Number 1

Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. The more people you know, the better your chances of landing that Investment & Financing Advisor role.

Tip Number 2

Practice your pitch! Be ready to explain how your skills can meet client needs and enhance customer service. Tailor your approach to show how you can offer those tailored financial solutions they’re after.

Tip Number 3

Research the company! Understand their values, services, and client base. This will help you demonstrate your enthusiasm and fit for the role during interviews, making you stand out from the crowd.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and ace them. Plus, it shows you’re genuinely interested in joining our team!

We think you need these skills to ace Investment & Financing Advisor – Client Impact in London

Customer Service
Financial Solutions
Client Needs Assessment
Communication Skills
Problem-Solving Skills
Attention to Detail
Analytical Skills
Training and Development Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of an Investment & Financing Advisor. We want to see how you can meet client needs and provide excellent customer service.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can offer tailored solutions to clients. Let us know what makes you the perfect fit for our team.

Showcase Your Customer Service Skills: Since this role focuses on client impact, be sure to include examples of how you've provided exceptional customer service in the past. We love to see candidates who genuinely care about client satisfaction!

Apply Through Our Website: We encourage you to apply directly 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 Desjardins

Know Your Financial Stuff

Brush up on your knowledge of investment and financing concepts. Be ready to discuss different financial products and how they can meet client needs. Showing that you understand the industry will impress your interviewers.

Customer Service is Key

Since this role focuses on excellent customer service, prepare examples of how you've provided outstanding service in the past. Think about specific situations where you went above and beyond for a client or resolved a difficult issue.

Tailor Your Approach

Understand that every client is unique. Be prepared to discuss how you would tailor financial solutions to meet individual client needs. This shows that you can think critically and adapt your strategies accordingly.

Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client impact and their training programmes. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.

Investment & Financing Advisor – Client Impact in London
Desjardins
Location: London
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  • Investment & Financing Advisor – Client Impact in London

    London
    Entry level
    36000 - 60000 £ / year (est.)
  • D

    Desjardins

    5000+
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