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For Companies At a Glance
- Tasks: Help high net worth clients achieve their financial goals through personalized advice.
- Company: Join a well-established firm with a strong reputation in financial services near Cardiff.
- Benefits: Enjoy competitive compensation and opportunities for professional growth.
- Why this job: Make a real impact on clients' lives while working in a dynamic and supportive environment.
- Qualifications: Experience in financial advising is essential; strong communication skills are a must.
- Other info: This role offers the chance to negotiate deals and research top financial products.
The predicted salary is between 43200 - 72000 £ 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
- Res…
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Financial Advisor employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to network with professionals in the finance industry, especially those who work with high net worth individuals. Attend local finance seminars or workshops near Cardiff to meet potential clients and other advisors.
✨Tip Number 2
Stay updated on the latest financial products and market trends. This knowledge will not only help you in client meetings but also demonstrate your expertise and commitment to providing the best advice.
✨Tip Number 3
Practice your negotiation skills. Being able to negotiate better deals for your clients is crucial, so consider role-playing scenarios with a friend or mentor to build your confidence.
✨Tip Number 4
Prepare to discuss your previous successes in managing client finances. Having specific examples ready can help you stand out during interviews and show how you can add value to our team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, especially with high net worth individuals. Use specific examples to demonstrate your success in meeting clients' financial goals.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial objectives. Mention your research skills and ability to negotiate favorable deals, as these are key aspects of the role.
Showcase Your Knowledge: During the application process, emphasize your understanding of various financial products. Be prepared to discuss how you can explain their features and benefits to clients effectively.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and enthusiasm for the role.
How to prepare for a job interview at Focus Resourcing Group
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products and services. Be prepared to discuss their features, benefits, and how they can meet the needs of high net worth individuals.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships with clients. Prepare examples of how you've successfully met clients' financial goals in the past and how you plan to do so in the future.
✨Research the Company
Familiarize yourself with the company’s values, mission, and the specific clientele they serve. This will help you tailor your responses and demonstrate your genuine interest in working with them.
✨Prepare for Negotiation Scenarios
Since negotiating better financial deals is part of the role, be ready to discuss your negotiation strategies. Think of past experiences where you successfully negotiated terms on behalf of clients.
