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- Tasks: Provide expert financial advice and manage client portfolios.
- Company: Join a well-established financial advisory practice with decades of experience.
- Benefits: Enjoy flexible working hours and the potential for high earnings.
- Why this job: Be part of a client-focused culture that values your expertise and impact.
- Qualifications: Must be a level 4 (or preferably 6) qualified financial advisor with proven sales experience.
- Other info: This role is perfect for those looking to grow in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A very well established wealth & financial advisory practise based in the Essex area, have asked us to search in regard to a truly unique opportunity for an experienced financial advisor. Established back in the 1980's this company have built an incredible client base over the years, offering a full range of financial advice and putting their customers first.
Please note: you MUST be a fully level 4 (or preferably 6) qualified financial advisor to be considered for this role. In addition, you must have a demonstrable track record in UK sales of investments and pensions etc.
Contact Detail:
F S People Ltd (Financial Services recruitment specialists) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-employed Independent Financial Advisor
✨Tip Number 1
Network with other financial advisors in the Essex area. Attend local industry events or join relevant online forums to connect with professionals who may have insights into the company or the role.
✨Tip Number 2
Research the company’s history and client base. Understanding their values and the services they offer will help you tailor your approach and demonstrate your genuine interest during any discussions.
✨Tip Number 3
Prepare to discuss your track record in UK sales of investments and pensions. Be ready to share specific examples of your successes and how they align with the company's goals.
✨Tip Number 4
Consider reaching out to current or former employees of the company on LinkedIn. They can provide valuable insights about the company culture and expectations, which can be beneficial for your application.
We think you need these skills to ace Self-employed Independent Financial Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 or preferably Level 6 qualifications in financial advising. This is a crucial requirement for the role, so don’t bury it in your CV—put it front and centre.
Showcase Your Experience: Detail your demonstrable track record in UK sales of investments and pensions. Use specific examples and metrics to illustrate your success, as this will help you stand out from other candidates.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the values and client-first approach of the company. Mention how your experience aligns with their established practices and commitment to customer service.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential in the financial advisory field.
How to prepare for a job interview at F S People Ltd (Financial Services recruitment specialists)
✨Showcase Your Qualifications
Make sure to highlight your Level 4 or 6 qualifications during the interview. Be prepared to discuss how your education has equipped you with the necessary skills to provide top-notch financial advice.
✨Demonstrate Your Track Record
Prepare specific examples of your past successes in UK sales of investments and pensions. This will help illustrate your experience and ability to meet the expectations of the role.
✨Understand the Company Culture
Research the company's history and values, especially their commitment to putting customers first. This knowledge will allow you to align your answers with their ethos during the interview.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask the interviewer. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
