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- Tasks: Service an existing client bank and provide tailored financial advice.
- Company: Established independent Financial Planners in Chelmsford.
- Benefits: Generous salary, profit share, healthcare, and hybrid working options.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Qualified advisor (Minimum Level 4) with strong communication skills.
- Other info: Opportunity for continuous development and building lasting client relationships.
The predicted salary is between 43000 - 50000 £ per year.
Are you an experienced Financial Advisor seeking a new opportunity? Our clients, a well-established and independent Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team. This position will see the successful individual service an existing client bank. The role comes with admin support and a generous basic salary and profit share.
Working hours: As a Financial Advisor, you'll be required to work Monday to Friday. Hybrid working available after qualifying period.
The successful Financial Advisor will be offered:
- £50,000 - £57,500 basic (dependent on experience)
- Profit share
- Parking
- Healthcare (after the qualifying period)
Financial Advisor requirements:
- Qualified advisor (Minimum Level 4)
- Excellent communicator with an exceptional grasp of the English Language, both written and spoken.
- Strong computer literacy with exceptional attention to detail.
- You will be highly self-motivated and offer exceptional customer service.
As a Financial Advisor, your role will involve the following:
- Dealing with an existing client bank
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
Financial Advisor - Chelmsford employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Chelmsford
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media platforms like LinkedIn. Share insights, articles, and your thoughts on financial trends to position yourself as a knowledgeable advisor in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Advisor. Be ready to discuss how you can add value to the existing client bank and demonstrate your customer service skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Advisor role. Plus, it’s a great way to show your enthusiasm for joining our team!
We think you need these skills to ace Financial Advisor - Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your qualifications, especially your Level 4 certification, and showcase your experience with client relationships and financial products.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your communication skills and how you can provide exceptional customer service to clients.
Showcase Your Attention to Detail: As a Financial Advisor, attention to detail is key. In your application, give examples of how you've demonstrated this in previous roles, whether it's through analysing financial reports or preparing recommendations.
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 regarding your application status.
How to prepare for a job interview at GCB
✨Know Your Stuff
Make sure you brush up on your financial knowledge and stay updated with the latest products and legislation. Being able to discuss recent changes in the financial landscape will show that you're proactive and knowledgeable.
✨Showcase Your Communication Skills
As a Financial Advisor, communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've successfully communicated complex information to clients in the past.
✨Demonstrate Client Relationship Building
Be ready to discuss how you've developed and maintained client relationships in previous roles. Think of specific examples where you maximised opportunities and built profitable relationships, as this will resonate well with the interviewers.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client management and their expectations for the role. This shows your genuine interest and helps you assess if it’s the right fit for you.
