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- Tasks: Help high net worth clients achieve their financial goals and manage investments.
- Company: Join a well-established financial firm expanding near Cardiff.
- Benefits: Enjoy a competitive salary, bonuses, and 20 days holiday plus Christmas off.
- Why this job: Be part of a supportive team with uncapped earning potential and early Friday finishes.
- Qualifications: 5+ years as a Financial Advisor with a degree in business or finance.
- Other info: Office-based role with opportunities for networking and professional growth.
The predicted salary is between 39000 - 54600 £ per year.
Due to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff. Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better financial deals with providers on a client’s behalf Researching financial law changes and economic trends Reporting their clients financial results and investment progress Supporting investment professionals to cultivate client relationships Office based role with early finish on Friday lunch. Skills Recent experience as a FA with a list of current clients ideally 5 years plus experience. A degree in business management or accountancy services or a level 4 qualification. Excellent customer service and account management experience Good networking skills Strong computer skills and a sound understanding of economics and financial concepts. Benefits Competitive Base salary £39K plus bonus Extra 30% bonus on any new business fees 5 % discretionary bonus yearly 20 days holiday plus Xmas period off. Car parking Supportive colleagues OTE uncapped 100K AMRT1_UKTJ …
Financial Advisor employer: Focus Resourcing Group Careers
Contact Detail:
Focus Resourcing Group Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, and industry contacts to let them know you're looking for a Financial Advisor position. Personal referrals can significantly increase your chances of landing an interview.
✨Tip Number 2
Stay updated on the latest financial products and market trends. Being knowledgeable about current offerings and economic changes will not only help you in interviews but also demonstrate your commitment to the role and your clients' success.
✨Tip Number 3
Prepare to discuss your client management strategies in detail. Be ready to share specific examples of how you've successfully managed high net worth clients and helped them achieve their financial goals. This will showcase your experience and expertise.
✨Tip Number 4
Familiarize yourself with the company culture and values of the organization you're applying to. Tailoring your approach to align with their ethos can make a strong impression during the interview process.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your recent experience as a Financial Advisor, especially your work with high net worth individuals. Include specific achievements and metrics that demonstrate your success in client management and financial negotiations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills and experiences align with the job requirements, particularly your understanding of financial products and economic trends.
Showcase Your Networking Skills: Mention any relevant networking experiences or connections you have within the financial industry. This can help demonstrate your ability to cultivate client relationships, which is crucial for this role.
Highlight Relevant Qualifications: Ensure you clearly state your educational background, including your degree in business management or accountancy services, or your level 4 qualification. This will help establish your credibility as a candidate.
How to prepare for a job interview at Focus Resourcing Group Careers
✨Showcase Your Experience
Be prepared to discuss your recent experience as a Financial Advisor in detail. Highlight specific examples of how you've successfully managed high net worth clients and the strategies you've employed to meet their financial goals.
✨Demonstrate Your Knowledge
Research current financial products, economic trends, and any recent changes in financial law. Being able to discuss these topics will show that you are proactive and knowledgeable, which is crucial for this role.
✨Emphasize Customer Service Skills
Since excellent customer service is key in this position, prepare to share examples of how you've provided exceptional service in the past. Discuss how you build and maintain client relationships, as well as any challenges you've overcome.
✨Prepare Questions
Have thoughtful questions ready to ask about the company and its approach to client management. This shows your interest in the role and helps you assess if the company is the right fit for you.
