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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and strategies.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy flexible working, professional development, and a strong reputation in the industry.
- Why this job: Make a real difference in people's lives while building your own client base.
- Qualifications: Strong communication skills and a passion for finance are essential.
- Other info: Be part of a dynamic team with excellent growth opportunities and a commitment to quality.
The predicted salary is between 36000 - 60000 £ per year.
To help deliver Foster Denovo's Financial Advice process and proposition following all service standards and rules for a compliant outcome. Working alongside other Financial Advisers, you will be required to manage existing client relationships along with generating revenue through the acquisition of new private clients, both self-generated and through leads. A key part of this role is to provide telephone and face to face financial advice to individual clients. To understand their current and future goals and aspirations, and create easy to understand financial strategies. To articulate clearly the cost of advice and ensure an outstanding client experience.
Key skills and personal attributes
- Developing new and existing private client relationships, mainly via introductions from our strategic relationships and Employee Benefits (EB) clients.
- Effective conversion of new leads into Foster Denovo clients.
- Ensuring at all times, clients receive a great customer experience and are delighted to do business with us - as demonstrated by client feedback and Net Promoter Score (NPS).
- Effective use of the Foster Denovo advice process and proposition, following all service standards and procedures.
- Demonstrating that quality advice is being offered to our clients at all times, ensuring all client files are maintained to Foster Denovo compliance standards.
- Acting as a CF30 Investment Adviser in accordance with Foster Denovo's procedures and FCA rules.
- To continuously meet Fit & Proper and TCF requirements, fully participating in appropriate training, competence and development initiatives.
About us
Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we're driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.
What we offer you
Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients.
Self Employed Financial Adviser in London employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Adviser in London
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join local finance groups, and don’t be shy about reaching out to potential clients. Remember, personal connections can lead to new opportunities, so make sure to leverage your existing network.
✨Showcase Your Expertise
Create content that highlights your financial knowledge. Whether it’s through social media posts, blogs, or even videos, showing off your skills can attract new clients. We want to see you as the go-to expert in your field!
✨Follow Up, Follow Up, Follow Up
After meeting potential clients or leads, always follow up! A simple email or call can keep you top of mind. It shows you care and are genuinely interested in helping them achieve their financial goals.
✨Apply Through Our Website
Don’t forget to apply for roles directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining the Foster Denovo family.
We think you need these skills to ace Self Employed Financial Adviser in London
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of humour or a personal touch can make your application stand out.
Tailor Your Application: Make sure to tailor your application specifically for the Self Employed Financial Adviser role. Highlight your experience in managing client relationships and generating new leads, as these are key aspects of the job.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points if necessary to make it easy for us to read and understand your key achievements and skills.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining the Foster Denovo family!
How to prepare for a job interview at Foster Denovo Limited
✨Know Your Stuff
Make sure you’re well-versed in Foster Denovo's financial advice process and compliance standards. Brush up on the latest regulations and be ready to discuss how you can ensure clients receive top-notch service while adhering to all rules.
✨Showcase Your Relationship Skills
Since this role is all about building and maintaining client relationships, prepare examples of how you've successfully managed client interactions in the past. Highlight your ability to convert leads into loyal clients and how you ensure a delightful experience for them.
✨Be Ready to Articulate Value
Clients need to understand the cost of advice clearly. Practice explaining complex financial concepts in simple terms. Be prepared to discuss how you would communicate value to clients and ensure they feel confident in your recommendations.
✨Demonstrate Continuous Learning
Foster Denovo values ongoing training and development. Share your commitment to professional growth by discussing any relevant courses or certifications you’ve pursued. Show that you’re proactive about staying updated in the financial advisory field.
