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- Tasks: Engage with new clients and provide holistic financial planning services.
- Company: Dynamic financial advisory firm focused on client relationships.
- Benefits: Inclusive environment, professional development, and flexible working options.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 Diploma or equivalent in financial planning and strong communication skills.
- Other info: Join a diverse team committed to your growth and success.
The predicted salary is between 28800 - 43200 £ per year.
A financial advisory firm is looking for a New Client Adviser to provide holistic financial planning and excellent service to clients. The role involves engaging with new clients, conducting virtual meetings, and managing client relationships effectively.
Ideal candidates should have a Level 4 Diploma or equivalent and strong skills in financial planning and communication.
This position offers a chance to work in a diverse and inclusive environment with a commitment to professional development.
Holistic Financial Planner for New Clients employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Financial Planner for New Clients
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. 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 is all about engaging with new 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 can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Holistic Financial Planner for New Clients
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for holistic financial planning shine through. We want to see how you can engage with clients and make a real difference in their financial journeys.
Highlight Relevant Qualifications: Make sure to mention your Level 4 Diploma or any equivalent qualifications clearly. We’re looking for candidates who have the right skills, so don’t be shy about showcasing your expertise in financial planning.
Communicate Clearly and Confidently: Since this role involves a lot of client interaction, your written application should reflect strong communication skills. Keep it clear, concise, and professional – we want to see how you can connect with clients even before the first meeting!
Apply Through Our Website: We encourage you 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. Plus, it’s super easy!
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 your Level 4 Diploma and how it applies to real-world scenarios. This shows you're not just book-smart but can also apply your knowledge practically.
✨Engage with Confidence
Since the role involves engaging with new clients, practice your communication skills. Think about how you would explain complex financial concepts in simple terms. Role-playing with a friend can help you feel more confident and articulate during the actual interview.
✨Showcase Your Relationship Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to listen, empathise, and provide tailored solutions. This will demonstrate that you understand the importance of building trust and rapport with clients.
✨Embrace Diversity and Inclusion
Familiarise yourself with the company's commitment to diversity and inclusion. Be ready to discuss how you can contribute to this environment. Sharing personal experiences or insights on working in diverse teams can set you apart as a candidate who aligns with their values.
