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For Companies At a Glance
- Tasks: Provide expert financial advice on pensions and investments while growing your client base.
- Company: Reputable financial services firm with a strong brand presence.
- Benefits: Autonomy, career growth, and warm referrals to build your Derby book.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: CAS Certified Independent Financial Adviser with strong customer service skills.
- Other info: Opportunity to shape your own business strategy in an expanding market.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial services firm seeks a CAS Certified Independent Financial Adviser in Derby. The role involves providing comprehensive financial advice across pensions and investments while implementing a growth strategy in a new region.
With warm referrals and the chance to build a client base, this position offers autonomy and career growth under a renowned brand. The ideal candidate will have a clear business strategy and strong customer service skills, fitting into a company with ambitions to expand and enhance its wealth management offerings.
Regional Independent Financial Advisor — Build Your Derby Book employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Independent Financial Advisor — Build Your Derby Book
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. Attend local events or join online forums related to financial advising to meet potential clients and industry peers.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in pensions and investments. Whether it's a blog post, a video, or even a social media update, sharing valuable insights can attract warm referrals and position you as a go-to advisor.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential clients, have a clear and concise explanation of how you can help them with their financial goals. Tailor your approach to their needs and demonstrate your understanding of the market.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it’s a great way to get noticed by the hiring team directly!
We think you need these skills to ace Regional Independent Financial Advisor — Build Your Derby Book
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the role of a Regional Independent Financial Advisor. Highlight your expertise in pensions and investments, and don’t forget to showcase any previous success in building client bases.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your clear business strategy and how your strong customer service skills can contribute to our growth ambitions in Derby.
Showcase Your Growth Mindset: We love candidates who are eager to grow! In your application, share examples of how you've successfully implemented growth strategies in the past. This will show us that you’re ready to take on the challenge of building a new client base.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and commitment to joining our team at StudySmarter!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific strategies you've used in the past and how they can apply to building a client base in Derby.
✨Show Off Your Business Strategy
Prepare to present a clear business strategy for how you would grow your book in the new region. Think about how you can leverage warm referrals and what unique approaches you might take to attract clients.
✨Demonstrate Customer Service Skills
Be ready to share examples of how you've provided exceptional customer service in previous roles. This is crucial, as strong customer relationships will be key to your success in this position.
✨Align with Company Ambitions
Research the firm’s goals and values, especially regarding their wealth management offerings. Show how your vision aligns with theirs and how you can contribute to their expansion plans.
