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For Companies At a Glance
- Tasks: Help clients with financial advice and build lasting relationships.
- Company: Join a professional firm that values ethics and personal growth.
- Benefits: Enjoy remote work, flexible hours, and a competitive salary package.
- Why this job: Great opportunity for career advancement in a supportive environment focused on client success.
- Qualifications: Diploma in Financial Advice and a full UK driving license required.
- Other info: Potential for partnership and access to training, support, and social events.
The predicted salary is between 40000 - 50000 £ per year.
Our client is seeking to grow their team in the Huntingdon area by adding an Independent Financial Advisor. While it’s preferred that the successful candidate brings an existing client base, this is not a strict requirement. The role provides significant long-term potential, including the possibility of partnership., * Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
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Effectively selling the company’s services across a wide spectrum of financial products.
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Maintaining positive and profitable long-term relationships with clients in their best interests.
This is an excellent opportunity for someone looking to advance their career in a firm that prioritises professionalism, ethical standards, and personal growth. If you’re seeking a supportive work environment that genuinely prioritises clients, this could be the perfect next step for you!, * Diploma Qualified equivalent in Financial Advice.
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Full UK Driving License.
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Client bank (Leads also provided)
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Ethical and customer-focused approach.
Working Hours:
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Remote working
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Flexible hours
Salary package on offer for the role of Financial Advisor:
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Employed or Self-Employed opportunity
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Basic Salary £40,000 – £50,000
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£70,000 – £80,000 OTE (Based on your lead conversion and self-generated business)
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Bespoke commission splits
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Paraplanner support
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Business Development Team
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Training and Development
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Technical Support
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Partnership opportunity
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Social Events
Financial Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Huntingdon area. Attend local finance-related events or join online forums to connect with potential clients and industry peers. Building relationships can help you gain referrals and insights into the local market.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial advice. Share valuable content, engage with your audience, and connect with individuals who may benefit from your services. This can help you establish credibility and attract new clients.
✨Tip Number 3
Consider reaching out to existing clients for testimonials or referrals. Positive word-of-mouth can significantly enhance your reputation and help you build a solid client base. Don't hesitate to ask satisfied clients to share their experiences with others.
✨Tip Number 4
Stay updated on the latest financial products and market trends. Continuous learning will not only improve your service offering but also demonstrate your commitment to providing the best advice to your clients. This can set you apart from other candidates.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of an Independent Financial Advisor. Highlight your ability to generate business and maintain long-term client relationships in your application.
Showcase Your Qualifications: Make sure to clearly state your Diploma Qualification in Financial Advice. If you have an existing client base, mention it prominently, as this is preferred by the company.
Emphasize Ethical Standards: Since the company prioritizes professionalism and ethical standards, include examples from your past experiences that demonstrate your commitment to these values in your work.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the specific skills and experiences that align with the job description. Use keywords from the job listing to ensure your application stands out.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Client Relationship Skills
Since maintaining positive and profitable long-term relationships with clients is crucial, be prepared to discuss your past experiences in building and nurturing client relationships. Share specific examples that highlight your customer-focused approach.
✨Demonstrate Your Knowledge of Financial Products
The role involves effectively selling a wide spectrum of financial products. Brush up on your knowledge of these products and be ready to discuss how you would tailor solutions to meet individual client needs.
✨Highlight Your Ethical Standards
This company prioritizes professionalism and ethical standards. Be sure to convey your commitment to these values during the interview. Discuss how you have handled ethical dilemmas in the past and how you prioritize clients' best interests.
✨Prepare for Questions on Business Development
Generating business is a key part of this role. Prepare to discuss your strategies for acquiring new clients, including any existing client base you may have. If you don't have one, think about how you would leverage leads provided by the company.
