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 community of advisers.
- Other info: Be part of a respected team with excellent career growth opportunities.
- 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 helping others with financial planning.
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. This is a self-employed adviser role.
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.
Foster Denovo currently boasts 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.
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
Foster Denovo is an exceptional employer, offering a supportive and collaborative environment for self-employed Financial Advisers. With a strong commitment to employee development and a culture that prioritises client satisfaction, you will have the opportunity to build meaningful relationships while benefiting from our esteemed reputation in the industry. Our platinum Investors in People accreditation reflects our dedication to nurturing talent and ensuring a rewarding career path for all our advisers.
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 in the financial industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Remember, every conversation could lead to a new opportunity!
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advising. Whether it’s writing articles, hosting webinars, or sharing tips on social media, let people see what you can offer. This builds trust and can attract new clients to you.
✨Follow Up Like a Champ
After meeting someone or having a conversation, always follow up! A simple email or message thanking them for their time can keep you top of mind. Plus, it shows you’re genuinely interested in building relationships.
✨Utilise Our Website
Don’t forget to check out our website for job opportunities and resources! Applying through us not only gives you access to exclusive roles but also connects you with a supportive community that values your growth as a financial adviser.
We think you need these skills to ace Self Employed Financial Adviser in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter 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.
Showcase Your Skills:Don’t forget to emphasise your ability to provide clear financial advice and create strategies that resonate with clients' goals. Use specific examples from your past experiences to demonstrate how you’ve done this successfully.
Keep It Professional Yet Personal:While we want to see your professional side, don’t shy away from letting your personality shine through. Foster Denovo values a great customer experience, so showing your interpersonal skills can set you apart.
Apply Through Our Website:We encourage you to submit your application directly through our website. This ensures it reaches us quickly and allows you to explore more about our culture and values while you’re at it!
How to prepare for a job interview at Foster Denovo
✨Know Your Stuff
Make sure you’re well-versed in financial advice processes and compliance standards. Brush up on Foster Denovo’s specific offerings and be ready to discuss how you can apply them to help clients achieve their goals.
✨Build Rapport
Since this role involves managing client relationships, practice your interpersonal skills. Think about how you can connect with potential clients and demonstrate that you genuinely care about their financial well-being.
✨Showcase Your Success
Prepare examples of how you've successfully converted leads into clients in the past. Highlight any strategies you used to ensure a great customer experience, as this aligns perfectly with what Foster Denovo values.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company culture, training opportunities, or how they measure client satisfaction. This shows your interest and helps you gauge if it’s the right fit for you.
