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For Companies At a Glance
- Tasks: Manage client relationships, conduct reviews, and generate new leads.
- Company: Dynamic financial advisory firm in Glasgow with a supportive team culture.
- Benefits: 25 days holiday, discretionary bonuses, and pension matching.
- Why this job: Join a team focused on exceptional client service and personal growth.
- Qualifications: Experience in financial advising and strong interpersonal skills.
- Other info: Opportunity to thrive in a collaborative environment.
The predicted salary is between 43200 - 72000 £ per year.
A financial advisory firm in Glasgow is seeking an experienced Financial Adviser to manage an existing book of business. The role involves building strong relationships with clients, conducting annual reviews, and generating new leads. Candidates should be personable, self-driven, and understand client goals.
The company offers competitive benefits including:
- 25 days holiday
- Discretionary bonuses
- Pension matching
Join a supportive team culture focused on exceptional client service.
Senior Financial Adviser – Grow & Review Client Book in Glasgow employer: Foster Denovo
Contact Detail:
Foster Denovo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser – Grow & Review Client Book in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client service. Be ready to share how your experience aligns with their values and how you can contribute to their team.
✨Tip Number 3
Showcase your personality! In the financial advisory world, building relationships is key. During interviews, let your personable side shine through and demonstrate how you connect with clients and understand their goals.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Senior Financial Adviser – Grow & Review Client Book in Glasgow
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in managing client relationships and conducting reviews. We want to see how you've successfully grown a client book in the past!
Be Personable: Since this role is all about building strong relationships, let your personality shine through in your application. Share examples of how you've connected with clients and understood their goals.
Tailor Your Application: Don’t just send a generic application! Tailor it to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to align their background with what we’re looking for.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Foster Denovo
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss key metrics relevant to managing a client book. Understand how to articulate your past successes in generating leads and conducting reviews, as this will show your expertise and confidence.
✨Build Rapport
Since the role emphasises building strong relationships with clients, practice your interpersonal skills. Be prepared to share examples of how you've successfully connected with clients in the past. A personable approach can make a huge difference in how you’re perceived during the interview.
✨Understand Client Goals
Familiarise yourself with common client goals and challenges in financial advising. During the interview, demonstrate your understanding of these aspects and how you can help clients achieve their objectives. This shows that you’re not just about numbers but also about people.
✨Showcase Team Spirit
The company values a supportive team culture, so highlight your ability to work collaboratively. Share experiences where you’ve contributed to a team’s success or supported colleagues. This will resonate well with the interviewers and align with their focus on exceptional client service.
