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- Tasks: Support clients with financial planning and build strong relationships.
- Company: Exchange Street Claims Ltd, a leader in client-driven financial services.
- Benefits: Robust salary, bonuses, and professional growth opportunities.
- Why this job: Join a successful team and make a real difference in clients' lives.
- Qualifications: Experience in financial advising and strong interpersonal skills.
- Other info: Hybrid/remote work options available for flexibility.
The predicted salary is between 36000 - 60000 £ per year.
Exchange Street Claims Ltd is seeking a Financial Adviser/Planner to support clients by providing a structured environment and resources for professional growth. The role offers access to established clients, top technology, and a strong focus on client relationships, with a robust salary and benefits package.
You’ll join a successful team and have pathways for advancement, including earning potential through sales bonuses.
Financial Adviser - Hybrid/Remote, Client-Driven Growth in Glasgow employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Hybrid/Remote, Client-Driven Growth in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world 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 Exchange Street Claims Ltd, understand their values, and think about how your skills align with their client-driven approach. Show them you’re not just another candidate, but the perfect fit for their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients grow their finances and build relationships. A confident delivery can make all the difference in landing that role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Adviser - Hybrid/Remote, Client-Driven Growth in Glasgow
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 any relevant client relationship experience and your ability to drive growth, as these are key for us at Exchange Street Claims.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our team. Be sure to mention your familiarity with technology and structured environments.
Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved in previous roles. Whether it’s sales bonuses or client satisfaction scores, we want to see how you’ve made an impact in your past positions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial concepts and metrics. Brush up on key financial ratios, investment strategies, and market trends. Be ready to discuss how you've applied this knowledge in past roles.
✨Showcase Client Relationship Skills
This role is all about client-driven growth, so be prepared to share examples of how you've built and maintained strong client relationships. Think of specific instances where you went above and beyond for a client and how that impacted their satisfaction and loyalty.
✨Familiarise Yourself with Technology
Exchange Street Claims Ltd offers top technology for its advisers. Make sure you understand the tools and software commonly used in financial advising. If possible, mention any relevant tech you've used before and how it helped streamline your work or improve client interactions.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Practice articulating how you would handle various client situations, focusing on your approach to providing tailored advice and ensuring client satisfaction.
