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- Tasks: Provide exceptional financial planning services with a full diary of client meetings.
- Company: Leading financial services firm in Carlisle with a supportive environment.
- Benefits: Base salary plus bonuses, with potential earnings of £60k-£90k.
- Why this job: Join a team that values client relationships and offers no sales pressure.
- Qualifications: Strong client relationship skills and a passion for exceptional service.
The predicted salary is between 38000 - 50000 £ per year.
A leading financial services firm in Carlisle seeks a dedicated financial planner who will benefit from a full diary of meetings and has access to comprehensive support. The role offers a base salary of £38,000 - £50,000 with additional bonuses potentially reaching £36,000 per year.
The ideal candidate will have strong client relationship skills and be focused on providing exceptional service without sales pressure.
Financial Adviser: Full Diary, Paraplanning Support, £60k-£90k in Carlisle employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser: Full Diary, Paraplanning Support, £60k-£90k in Carlisle
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your skills align with their values. Practise common interview questions, especially around client relationship management, to show you're the perfect fit.
✨Tip Number 3
Showcase your expertise! Create a portfolio or a presentation that highlights your past successes in financial planning. This will help you stand out and demonstrate your commitment to providing exceptional service.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right role that suits your skills and aspirations. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Adviser: Full Diary, Paraplanning Support, £60k-£90k in Carlisle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the financial adviser role. Highlight your client relationship skills and any relevant experience in financial planning to catch our eye!
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 provide exceptional service. Keep it personal and engaging, so we get a sense of who you are.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples to demonstrate how you’ve excelled in previous roles, especially in client relationships and support.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This shows you’re not just a people person but also someone who understands the financial landscape.
✨Showcase Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Use specific scenarios where you provided exceptional service, as this aligns perfectly with what the firm is looking for.
✨Understand the Role of Paraplanning
Familiarise yourself with paraplanning and how it supports financial advisers. Being able to articulate how you can leverage this support to enhance client service will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and their expectations for the role. This demonstrates your genuine interest in the position and helps you assess if it's the right fit for you.
