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For Companies At a Glance
- Tasks: Provide expert financial advice and manage client portfolios for growth.
- Company: Dynamic financial services firm in the UK with a focus on client success.
- Benefits: Attractive commission structure, bank of clients provided, and career growth opportunities.
- Why this job: Join a team where your expertise makes a real difference in clients' financial futures.
- Qualifications: Proven experience as a Financial Advisor with strong communication skills.
- Other info: Exciting potential for high earnings and enhanced commission splits.
The predicted salary is between 36000 - 60000 £ per year.
Overview
My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.
Responsibilities
- Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
- Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Keep abreast of industry regulations and compliance standards.
Qualifications
- Proven experience as a Financial Advisor in the UK financial market.
- Strong understanding of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and target-driven.
- Existing client portfolio or ability to build and maintain one.
Remuneration
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on Self-Generated Market Fund (SMF) leads.
- OTE of £100,000 and above.
Additional Information
- Bank of clients will be provided.
- Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.
If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter. My client looks forward to welcoming the newest member to their dynamic team.
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Senior Financial Advisor employer: Independent Resourcing Consultancy Ltd
Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your insights on financial markets and investment strategies through social media or a blog. This not only demonstrates your knowledge but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Advisor. Be ready to discuss your approach to client relationships and how you manage portfolios – confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Plus, it’s a great way to get noticed by hiring managers who are looking for the best fit.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Advisor role. Highlight your experience in financial advising, client management, and any relevant qualifications that match the job description.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you're passionate about financial advising and how your skills can contribute to our team. Be sure to mention your understanding of market trends and client relationship management.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully managed portfolios or improved client satisfaction to stand out from the crowd.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss any important updates!
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products, investment strategies, and market trends. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential expert who can provide real value to clients.
✨Tailor Your Approach
Before the interview, think about how you would conduct a comprehensive financial assessment for a hypothetical client. Be ready to share your thought process and how you would tailor your advice based on their needs and risk tolerance. This will demonstrate your ability to personalise your service.
✨Show Off Your People Skills
Since managing client relationships is key, be prepared to discuss your interpersonal skills. Share examples of how you've built and maintained client relationships in the past. This will help the interviewer see that you can nurture client satisfaction and retention.
✨Stay Updated on Regulations
Familiarise yourself with current industry regulations and compliance standards. Being knowledgeable about these aspects will not only impress your interviewers but also show that you take your role seriously and are committed to ethical practices in financial advising.
