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For Companies At a Glance
- Tasks: Engage with clients to provide tailored financial advice and support their goals.
- Company: Join a leading financial services provider known for innovation and customer service.
- Benefits: Enjoy competitive salary, bonuses, health benefits, and flexible work arrangements.
- Why this job: Make a real impact on clients' financial security while growing your career.
- Qualifications: Diploma or degree preferred; fresh graduates are welcome to apply.
- Other info: Collaborative team culture with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
About us
Income Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.
About the role
As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full‐time position offers you the opportunity to build lasting relationships with clients and make a meaningful impact in their lives—designed for individuals who believe in the value of insurance and are motivated to help others achieve financial security and peace of mind.
What you'll be doing
- Proactively engage with clients to understand their unique financial goals and needs
- Provide comprehensive financial advice and solutions tailored to each client's circumstances
- Process new applications and policy changes efficiently and accurately
- Maintain detailed client records and documentation
- Collaborate with internal teams to deliver exceptional customer service
- Continuously expand your knowledge of financial products and regulations
What we're looking for
- Have obtained at least a diploma or degree in any field
- Enjoy seeing tangible results of your hard work, and motivated by performance-based incentive structures
- Have good interpersonal skills and be passionate about helping customers achieve greater financial competency
- Excellent problem-solving and analytical skills to identify the right financial solutions
- Ability to work independently and as part of a team
- Familiarity with financial products and regulations, or a willingness to learn
- CMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessary
- Fresh graduates are welcome to apply!
What we offer
At Income Insurance Limited, we are committed to providing a rewarding and fulfilling work environment for our employees. As a Client Adviser, you can expect:
- Competitive salary and performance-based bonuses
- Curated training and development opportunities to support professional growth
- Comprehensive health and wellness benefits
- Flexible work arrangements to support work-life balance
- A collaborative and supportive team culture
Apply now to become our next Client Adviser!
Client Advisor/ Senior Client Advisor in London employer: INCOME INSURANCE LIMITED
Contact Detail:
INCOME INSURANCE LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor/ Senior Client Advisor in London
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for a Client Advisor role. You never know who might have a lead or can introduce you to someone at Income Insurance Limited.
✨Tip Number 2
Prepare for interviews by researching common questions for financial advisory roles. Practice your responses, focusing on how your skills align with helping clients achieve their financial goals. Confidence is key!
✨Tip Number 3
Showcase your passion for customer service during interviews. Share stories about how you've helped others in the past, as this will resonate with the values of Income Insurance Limited and demonstrate your commitment to client success.
✨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 genuinely interested in joining our team at Income Insurance Limited.
We think you need these skills to ace Client Advisor/ Senior Client Advisor in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Advisor role. Highlight your relevant experience and skills that align with what we’re looking for, like your interpersonal skills and passion for helping customers.
Showcase Your Motivation: We love seeing candidates who are genuinely excited about the role! Share why you’re interested in financial services and how you can contribute to our mission of helping clients achieve their financial goals.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your personality shine through, so don’t be afraid to let us know who you are!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, your application goes straight to us, and we can review it promptly. We can’t wait to hear from you!
How to prepare for a job interview at INCOME INSURANCE LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and regulations. Familiarise yourself with the services Income Insurance Limited offers, as well as any recent industry trends. This will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your People Skills
As a Client Adviser, you'll be interacting with clients regularly. Prepare examples of how you've successfully built relationships or resolved conflicts in the past. Highlight your interpersonal skills during the interview to demonstrate that you're passionate about helping customers achieve their financial goals.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities. Think of situations where you've had to analyse a problem and come up with a tailored solution. Practising these types of questions will help you articulate your thought process clearly during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or how success is measured in the role. This not only shows your enthusiasm but also helps you determine if the company is the right fit for you.
