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- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Join a successful financial advisory firm in Southampton with a focus on bespoke services.
- Benefits: Receive full training, gain industry qualifications, and enjoy a supportive work environment.
- Why this job: This role offers growth opportunities, a dynamic culture, and the chance to make a real impact.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and at least 12 months' experience.
- Other info: Networking and attending company events are part of the role.
The predicted salary is between 28800 - 43200 £ per year.
Due to expansion demands we are looking for a qualified Financial Adviser to join to join and growing business is Southampton. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognized qualifications.
My client offers bespoke high-quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Responsibilities:
- Provide expert financial advice on pensions, investments, and wealth management.
- Build and nurture strong client relationships to help them achieve their financial goals.
- Conduct virtual consultations using the latest technology.
- Stay compliant with FCA regulations while delivering high-quality service.
- Proactively develop new business opportunities through enquiries, referrals, and lead generation.
- Meet client demands, keep them up to date with progress, and engendering trust and respect.
- Aligning all processes with client service agreements.
- Creating and maintaining compliant client files where all communication is documented correctly.
Requirements:
- Successful candidates must have a full Diploma in Financial Planning Level 4.
- Must also have at least 12 months\’ experie…
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Financial Advisor employer: Hall 17 Limited t/a Style Incorporated
Contact Detail:
Hall 17 Limited t/a Style Incorporated Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to research the company thoroughly before your interview. Understand their values, services, and recent developments in the financial sector. This will help you tailor your responses and show that you're genuinely interested in joining our team.
✨Tip Number 2
Network with current employees or industry professionals who can provide insights into the role and the company culture. Engaging with us on platforms like LinkedIn can also give you an edge and demonstrate your proactive approach.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, especially those that highlight your ability to build client relationships and provide excellent service. Use specific examples that showcase your skills in financial planning and compliance.
✨Tip Number 4
Familiarise yourself with the latest technology used in virtual consultations. Being comfortable with these tools will not only enhance your performance but also show us that you're ready to adapt to modern working practices.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Financial Advisor position. Tailor your application to highlight how your skills and experience align with what the company is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience as a financial advisor, particularly any achievements in providing financial planning advice. Mention your Diploma in Financial Planning Level 4 and any relevant qualifications or training.
Showcase Client Relationship Skills: Demonstrate your ability to build and nurture client relationships. Provide examples of how you've successfully managed client expectations and maintained compliance with regulations in previous roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss your proactive approach to developing new business opportunities and your commitment to delivering high-quality service.
How to prepare for a job interview at Hall 17 Limited t/a Style Incorporated
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss pensions, investments, and wealth management strategies in detail, as this will demonstrate your expertise and readiness for the position.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key, think of examples from your past experience where you've successfully nurtured client connections. Highlight how you’ve helped clients achieve their financial goals and how you maintain trust and respect.
✨Familiarise Yourself with FCA Regulations
Understanding the regulatory environment is crucial for a Financial Advisor. Brush up on FCA regulations and be ready to discuss how you ensure compliance while delivering high-quality service to clients.
✨Prepare for Virtual Consultations
As the role involves conducting virtual consultations, practice your online communication skills. Ensure you are comfortable using technology and can present yourself professionally in a virtual setting, as this will be essential for engaging with clients effectively.
