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- Tasks: On-board new clients and provide holistic financial advice to meet their goals.
- Company: Join a forward-thinking financial planning team focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 Diploma in financial planning; strong communication and problem-solving skills.
- Other info: Dynamic role with opportunities for career advancement and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business. Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place.
Key Accountabilities
- Ensure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic advice.
- Meet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goals.
- Build client relationships to identify and address clients' financial needs.
- Own the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of service.
- Adapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service.
- Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shifts.
- Support approach to leading others to joint goals.
- Commit to the business values, focusing on delivering against our regulated responsibilities, not least our Consumer Duty responsibilities.
- Maintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the business T&C approach.
Qualifications & Skills
- Qualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essential.
- Extensive experience in conducting client meetings and creating a financial plan to support a client's financial planning needs.
- Strong knowledge required in all areas of financial planning.
- Familiarity with regulatory requirements relating to giving financial advice.
- Excellent communication and presentation skills to support ensuring clients receive an excellent experience.
- Open and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertainty.
- Attention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.
New Client Advisor in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Client Advisor in Birmingham
✨Tip Number 1
Get to know the company inside out! Research IDEX Consulting and understand their values, mission, and the financial planning landscape. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be meeting clients virtually, make sure you're comfortable with video calls and can present your ideas clearly. Role-play with a friend or use our resources to sharpen your pitch.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and ready to take that next step in your career.
We think you need these skills to ace New Client Advisor in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the New Client Advisor role. Highlight your experience in financial planning and client management, showing us how you can meet our clients' needs right from the start.
Showcase Your Communication Skills: Since you'll be meeting clients virtually, it's crucial to demonstrate your excellent communication skills. Use clear and engaging language in your application to reflect how you would interact with clients.
Highlight Relevant Experience: We want to see your extensive experience in conducting client meetings and creating financial plans. Be specific about your past roles and how they relate to the responsibilities of the New Client Advisor position.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and be ready to discuss how you can provide holistic advice to clients. This will show that you're not just qualified, but also genuinely interested in helping clients achieve their goals.
✨Practice Your Communication Skills
Since you'll be meeting clients virtually, practice your communication skills. Conduct mock interviews with friends or family to get comfortable speaking clearly and confidently over video calls. Remember, excellent client service starts with effective communication!
✨Showcase Your Problem-Solving Abilities
Be prepared to discuss past experiences where you've successfully solved problems for clients. Think of specific examples that highlight your ability to adapt and stay focused during challenging situations. This will demonstrate your capability to handle the dynamic nature of the role.
✨Emphasise Relationship Building
Highlight your experience in building and maintaining client relationships. Be ready to share strategies you've used to engage clients and ensure they feel valued. This is crucial for the New Client Advisor role, as you'll be owning the client relationship initially.
