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- Tasks: Engage with new clients and provide holistic financial planning to help them achieve their goals.
- Company: Diverse financial advisory firm committed to client care and professional development.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth in your career.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Level 4 Diploma in financial planning and strong communication skills.
- Other info: Join a supportive team that values diversity and inclusion.
The predicted salary is between 28800 - 43200 £ 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 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
✨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 is all about engaging with clients, make sure you can clearly articulate your thoughts and ideas. Consider doing mock interviews with friends or using 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 be a game-changer in landing the job.
✨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 helping clients achieve their financial goals.
We think you need these skills to ace New Client Advisor - Holistic Financial Planning
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.
Highlight Your Communication Skills: Since the role involves engaging with new clients and conducting virtual meetings, make sure to showcase your strong communication skills. Use clear and concise language in your application to demonstrate how you can effectively manage client relationships.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the New Client Adviser role. Mention your Level 4 Diploma and any relevant qualifications that align with what we’re looking for.
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 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. Engage with mock clients or friends to get comfortable with presenting yourself and your ideas clearly online.
✨Showcase Your Communication Skills
Communication is key in this role, so prepare to demonstrate your ability to explain complex financial concepts in simple terms. Think of examples from your past experiences where you successfully communicated with clients or colleagues, and be ready to share those stories.
✨Emphasise Diversity and Inclusion
This firm values diversity and inclusion, so be prepared to discuss how you can contribute to this culture. Share any experiences you have working in diverse teams or how you’ve supported inclusive practices in your previous roles. It’ll show that you align with their values.
