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- Tasks: Deliver holistic financial advice using AI tools and modern planning techniques.
- Company: Client-focused financial firm in Greater London with a commitment to innovation.
- Benefits: Opportunity to upskill, innovate, and build long-term client relationships.
- Why this job: Join a dynamic team and make a real impact in financial advisement.
- Qualifications: Over 3 years of experience and strong interpersonal communication skills.
- Other info: Great chance for career growth and working with cutting-edge financial tools.
The predicted salary is between 43200 - 72000 £ per year.
A client-focused financial firm in Greater London is seeking a Financial Advisor to deliver holistic financial advice to clients. You will utilise AI tools and modern financial planning techniques to build trust and long-term client relationships.
The ideal candidate has:
- Over 3 years of experience in financial advisory
- Holds or is working towards a Level 4 Diploma
- Excels in interpersonal communication
This role offers opportunities to innovate in financial advisement and a chance to upskill with cutting-edge tools.
Senior Financial Advisor - AI-Driven, Client-First Planning in London employer: Ivee
Contact Detail:
Ivee Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor - AI-Driven, Client-First Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, make sure to highlight your experience with AI tools and modern financial planning techniques. This is what sets you apart!
✨Tip Number 3
Prepare for those interviews! Research the company and think about how you can contribute to their client-first approach. Be ready to discuss how you can build trust and long-term relationships with clients using your expertise.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Advisor role. Plus, it’s a great way to show your enthusiasm for joining our team.
We think you need these skills to ace Senior Financial Advisor - AI-Driven, Client-First Planning in London
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your relevant experience in financial advisory, especially if you have over 3 years under your belt. We want to see how you've used your skills to build client relationships and deliver holistic advice.
Emphasise Your Qualifications: If you're working towards or have a Level 4 Diploma, shout about it! This shows us that you're committed to your professional development and ready to innovate in the financial space.
Communicate Clearly: Since interpersonal communication is key for this role, ensure your application is clear and engaging. We love a good story, so share examples of how you've built trust with clients in the past.
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 from our team!
How to prepare for a job interview at Ivee
✨Know Your Stuff
Make sure you brush up on the latest AI tools and financial planning techniques. Being able to discuss how you've used these in your previous roles will show that you're not just familiar with them, but that you can apply them effectively.
✨Showcase Your Interpersonal Skills
Since this role is all about building trust and long-term relationships, prepare examples of how you've successfully communicated with clients in the past. Think about specific situations where your interpersonal skills made a difference.
✨Demonstrate Your Client-First Approach
Be ready to explain how you prioritise client needs in your advisory process. Share stories that highlight your commitment to putting clients first and how that has led to successful outcomes.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial advisement and how they integrate AI into their services. This shows your genuine interest in the role and helps you assess if the company aligns with your values.
