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- Tasks: Engage with new clients and provide holistic financial planning to help them achieve their goals.
- Company: A diverse financial advisory firm committed to client care and professional development.
- Benefits: Competitive salary, ongoing training, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Level 4 Diploma in financial planning and strong communication skills.
- Other info: Join a dynamic team that values diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm is seeking a New Client Adviser to provide holistic financial planning and excellent service to help clients achieve their financial goals. The role involves engaging with new clients, conducting virtual meetings, and managing client relationships effectively.
Applicants should have a Level 4 Diploma and strong skills in financial planning and communication.
Join a company that values diversity and inclusion while committing to professional development and client care.
New Client Advisor - Holistic Financial Planning 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 - Holistic Financial Planning in Birmingham
✨Tip Number 1
Get to know the company inside out! Research their values, services, and client approach. 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 this role involves engaging with clients, make sure you can clearly articulate your thoughts and ideas. Try mock interviews with friends or use online platforms to refine 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 our team and ready to contribute to our mission of excellent client care.
We think you need these skills to ace New Client Advisor - Holistic Financial Planning in Birmingham
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for holistic financial planning. Share any relevant experiences or insights that highlight your commitment to helping clients achieve their financial goals.
Tailor Your Application: Make sure to customise your application to reflect the specific requirements of the New Client Adviser role. Mention your Level 4 Diploma and how your skills in financial planning and communication make you a perfect fit for our team.
Be Personable and Professional: We love a friendly approach! While maintaining professionalism, let your personality shine through in your written application. This will help us get a sense of who you are and how you might engage with our clients.
Apply Through Our Website: To ensure your application gets the attention it deserves, please apply directly through our website. It’s the best way for us to keep track of your application and connect with you quickly!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around holistic approaches. Be ready to discuss how you can help clients achieve their goals using your expertise. This will show that you're not just qualified but also genuinely interested in making a difference.
✨Practice Virtual Engagement
Since the role involves conducting virtual meetings, practice your video call skills. Ensure your tech is working, and find a quiet, professional-looking space. Being comfortable in a virtual setting will help you engage better with potential clients and demonstrate your adaptability.
✨Showcase Your Communication Skills
Prepare to highlight your communication abilities during the interview. Think of examples where you've successfully managed client relationships or resolved issues. Clear and effective communication is key in this role, so let your conversational skills shine!
✨Embrace Diversity and Inclusion
Familiarise yourself with the company's values around diversity and inclusion. Be ready to discuss how you can contribute to a diverse workplace and why it matters in financial planning. This shows that you align with their culture and are committed to creating an inclusive environment for all clients.
