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- Tasks: Manage client relationships and provide tailored financial advice with support from experienced advisers.
- Company: Established independent firm of Chartered Financial Advisers in St Albans.
- Benefits: Competitive salary, bonuses, hybrid working, and full study support for Chartered status.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Around 3 years of financial advice experience and a passion for client service.
- Other info: Friendly environment with opportunities for career growth and professional development.
The predicted salary is between 43000 - 51000 £ per year.
Junior Financial Adviser to manage existing client bank.
Location: St Albans (Hertfordshire)
Salary: £50,000 - £60,000 (DOE), plus competitive bonus and excellent benefits package with hybrid working.
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Your role will be to work closely with the outgoing Adviser, so you can build solid relationships with their clients over the next year, gaining a thorough understanding of their individual needs, so when the current incumbent retires, there is a seamless handover. You will initially attend both face-to-face and online client meetings together and then over time, take full responsibility for any new enquiries from these existing clients.
There will be a high degree of autonomy for the successful applicant, but with the added benefit of being offered as much support and guidance as needed, to ensure you have the technical competencies required for this role. Full on-the-job training will be provided to cover any gaps in skills or knowledge. Full Paraplanning support will also be provided.
Our client provides their staff with a very friendly and supportive working environment, where everyone feels valid and the Senior Management Team have an open-door policy, whereby anyone can come to them with issues or ideas they have to help improve efficiencies and both the client and staff experience.
If you have circa 3 years of Financial Advice experience and are looking for a career, rather than a job, then our client would like to hear from you. The role has the added advantage of providing you with a well-established client base, so you can focus more on providing your clients with a quality service, rather than constantly having to source new business and achieve ever-increasing sales targets. It also comes with the added benefit of being split part office and part home based.
If this Financial Advisor role sounds of interest or any other roles, or you would like to discuss other opportunities that I am currently working on, then please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions (snegbenebor@financialdivisions.co.uk).
Financial Advisor in Saint Albans employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Saint Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this role is all about building relationships. We suggest practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! Bring along examples of your past work or case studies that highlight your financial advising prowess. We want to see how you’ve made a difference for clients in the past, so don’t hold back!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate candidates who are ready to take their career to the next level, so don’t miss out!
We think you need these skills to ace Financial Advisor in Saint Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your relevant experience, especially in managing client relationships and providing financial advice. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Soft Skills: As a Financial Advisor, building relationships is key. Make sure to highlight your communication and interpersonal skills in your application. We’re looking for someone who can connect with clients and understand their needs.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and tax planning. The firm values non-jargon-based advice, so be ready to explain complex concepts in simple terms. This will show that you can communicate effectively with clients.
✨Build Rapport
Since you'll be working closely with an outgoing adviser, demonstrate your ability to build relationships. Share examples from your past experiences where you've successfully managed client relationships or resolved issues, highlighting your interpersonal skills.
✨Show Your Commitment
This role is about more than just a job; it's a career opportunity. Be prepared to discuss your long-term goals and how they align with the firm's vision. Mention your interest in gaining Chartered status and how you plan to utilise the study support offered.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture, the support you'll receive, and how they handle client transitions. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
