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- Tasks: Market financial products and educate customers on their options.
- Company: Dynamic financial services agency based in Manchester.
- Benefits: Competitive salary, 401(k) matching, and performance bonuses.
- Why this job: Join a rewarding career helping others achieve their financial goals.
- Qualifications: 3+ years in financial services with Series 6, 63, and 65 licenses.
- Other info: Great opportunity for professional growth in a supportive environment.
The predicted salary is between 72000 - 108000 £ per year.
A financial services agency in Manchester is seeking a Financial Services Representative to market financial products and educate customers on their options. The ideal candidate will have over 3 years of experience in financial services and possess licenses in Series 6, 63, and 65.
This role offers a competitive salary ranging from $100,000 to $150,000 and includes benefits such as 401(k) matching and performance bonuses.
Financial Services Advisor – Portfolio Planning & Growth in Manchester employer: Jeffehrhardt
Contact Detail:
Jeffehrhardt Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Advisor – Portfolio Planning & Growth in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and market trends. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your experience! When you get the chance to meet potential employers, highlight your past achievements in financial services. Use specific examples that demonstrate how you've helped clients grow their portfolios.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team in Manchester!
We think you need these skills to ace Financial Services Advisor – Portfolio Planning & Growth in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially if you've got over 3 years under your belt. We want to see how your skills align with the role of a Financial Services Advisor, so don’t hold back on showcasing your relevant licenses like Series 6, 63, and 65!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping customers with their financial options. We love seeing candidates who can connect their personal experiences to the role, so let your personality come through!
Showcase Your Knowledge: In your application, demonstrate your understanding of financial products and portfolio planning. We’re looking for someone who can educate customers effectively, so share any relevant experiences or insights that show you’re up to date with industry trends.
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’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at Jeffehrhardt
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing. Brush up on the latest trends and regulations in the industry, as well as the specific offerings of the agency. This will help you answer questions confidently and show that you're genuinely interested in helping customers.
✨Showcase Your Experience
With over 3 years of experience required, be ready to share specific examples from your past roles. Highlight how you've successfully marketed financial products or educated clients. Use metrics where possible to demonstrate your impact, like increased sales or customer satisfaction scores.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and customer service approach. Think about how you would handle different client situations, such as a dissatisfied customer or a complex financial query. Practising these scenarios can 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 that show your interest in the role and the company. Inquire about their approach to portfolio planning and growth, or how they support their advisors in achieving performance bonuses. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
