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- Tasks: Join a dynamic team as a Servicing Financial Advisor, collaborating on client recommendations and research.
- Company: Work with a supportive firm focused on wealth management and client satisfaction.
- Benefits: Enjoy a competitive salary, generous leave, pension contributions, and professional development support.
- Why this job: This role offers career progression and the chance to learn from experienced professionals in a vibrant environment.
- Qualifications: Must have 2+ years as a paraplanner and a Level 4 Diploma in financial planning.
- Other info: Office-based position located in Colchester, Essex.
The predicted salary is between 34000 - 42000 £ per year.
Paraplanner route to Servicing Financial Advisor Position (Wealth Management) Location: Colchester Office, Essex Salary: £40,000 £50,000 (DOE)– Career Progression – Study Support , Supportive culture, Great Opportunity – Office Based Are you ready to take the next step in your career as a paraplanner? Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor . This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment. As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will encompass collaborating with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds. You’ll also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients. To thrive in this role as a Servicing Financial Advisor you’ll need at least 2 years plus experience as a paraplanner, along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred. In return for your expertise and dedication, our client offers a competitive salary, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment. Don’t let this fantastic opportunity pass you by! Take the next step in your financial planning career and apply today. For a confidential discussion about this exciting Servicing Financial Advisor opportunity, please contact samn@financialdivisions.co.uk .
Servicing Financial Advisor (Wealth Management) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Financial Advisor (Wealth Management)
✨Tip Number 1
Make sure to highlight your experience as a paraplanner in your conversations. Discuss specific projects or cases where you collaborated with advisers, as this will demonstrate your readiness for the Servicing Financial Advisor role.
✨Tip Number 2
Familiarize yourself with the latest trends and products in wealth management. Being knowledgeable about current market conditions and investment funds will show your commitment to the field and impress potential employers.
✨Tip Number 3
Network with professionals in the industry, especially those who are already in advisory roles. Attend relevant events or join online forums to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 4
Prepare thoughtful questions about the company culture and team dynamics during interviews. This shows your interest in not just the role, but also in how you would fit into their collaborative environment.
We think you need these skills to ace Servicing Financial Advisor (Wealth Management)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Servicing Financial Advisor position. Highlight your relevant experience as a paraplanner and how it aligns with the job description.
Tailor Your CV: Customize your CV to emphasize your experience in financial planning, research, and analysis. Include specific examples of your work that demonstrate your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your eagerness to grow into the Servicing Financial Advisor role. Mention your Level 4 Diploma and any relevant qualifications or experiences that set you apart.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and concise. A polished application reflects your professionalism.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Paraplanning Experience
Be prepared to discuss your previous experience as a paraplanner in detail. Highlight specific projects or tasks where you collaborated with advisers, conducted research, and prepared recommendations. This will demonstrate your readiness for the Servicing Financial Advisor role.
✨Demonstrate Financial Knowledge
Make sure to brush up on key financial planning areas relevant to the position. Be ready to discuss investment funds, product analysis, and compliance standards. Showing a strong understanding of these topics will set you apart from other candidates.
✨Emphasize Attention to Detail
Since this role requires meticulous record-keeping and contract reviews, be prepared to provide examples of how you've maintained accuracy in your work. Discuss any systems or processes you use to ensure thoroughness in your tasks.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. During the interview, engage with your interviewers by asking insightful questions about the company culture and team dynamics.
