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For Companies At a Glance
- Tasks: Help clients make smart financial decisions and create tailored financial plans.
- Company: Join Quilter Financial Planning, a leading financial services business with a strong reputation.
- Benefits: Enjoy attractive pay, full support, and opportunities for personal and professional growth.
- Why this job: This role offers a chance to build relationships and make a real impact on clients' lives.
- Qualifications: Must have a Level 4 Diploma in UK Financial Advice and proven experience in financial planning.
- Other info: Flexible part-time role with national coverage and robust lead generation support.
The predicted salary is between 36000 - 60000 £ per year.
About the role
Applicants must hold a Level 4 Diploma in UK Financial Advice. If you are an experienced Financial Advisor looking for an employed role, this opportunity may be right for you. You will work on an employed basis with one of our strategic partner firms.
Benefits
- All leads are professionally introduced through a robust lead generation process.
- Attractive remuneration terms.
- Full paraplanning and admin support.
- Market‑focused training provided.
- Business and personal development.
- Infrastructure to fully support advisers delivering a first‑class service to clients, enhancing your income.
- National coverage.
- Many great opportunities for advisers to maximise earnings.
Responsibilities
- Ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare sound financial plans to help clients meet their targets.
- Advise clients on current financial issues and make recommendations.
- Generate new business and build introducer relationships.
- Customise financial plans according to clients’ changing needs.
- Build strong relationships to retain existing clients.
- Maintain and update knowledge of regulations, practices and financial products.
About You
- Proven experience as a financial planner.
- Ability to analyse financial information and comply with regulations.
- Proficiency in MS Office and CRM systems.
- Attention to detail and strong math skills.
- Strong ethics, with a customer‑oriented attitude.
- Outstanding communication skills, fostering long‑term relationships.
- Diploma in Financial Services.
Qualifications
- Diploma in Financial Advice.
- Industry sales experience.
- Strong understanding of investment and pension business.
- Excellent interpersonal skills.
- Ambition and hunger for success.
Seniority level
Mid‑Senior level
Employment type
Part‑time
Job function
Finance and Sales
Industries
Software Development
Location: Manchester, England, United Kingdom
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Financial Advisor - Studentjob.co.uk employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Studentjob.co.uk
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the job market.
✨Tip Number 2
Stay updated on the latest financial regulations and trends. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession. Consider subscribing to financial news outlets or joining professional associations.
✨Tip Number 3
Prepare for the interview by practising common financial advisory scenarios. Be ready to discuss how you would handle specific client situations, as this will showcase your problem-solving skills and expertise in financial planning.
✨Tip Number 4
Research Quilter Financial Planning and their approach to client service. Understanding their values and business model will allow you to tailor your responses during the interview, showing that you are a good fit for their team.
We think you need these skills to ace Financial Advisor - Studentjob.co.uk
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your Level 4 Diploma in UK Financial Advice in your CV and cover letter. This is a key requirement for the role, so don't let it get buried in your application.
Showcase Your Experience: Detail your previous experience as a Financial Advisor, especially any roles where you successfully built client relationships or generated new business. Use specific examples to demonstrate your skills and achievements.
Tailor Your Application: Customise your CV and cover letter to reflect the specific responsibilities and benefits mentioned in the job description. Mention how your skills align with their focus on client service and financial planning.
Emphasise Soft Skills: In addition to technical qualifications, highlight your communication skills, attention to detail, and customer-oriented attitude. These are crucial for building long-term relationships with clients, which is a key aspect of the role.
How to prepare for a job interview at Jobster
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in UK Financial Advice during the interview. This qualification is essential for the role, so be prepared to discuss how it has equipped you with the necessary skills and knowledge.
✨Demonstrate Your Client Relationship Skills
As a Financial Advisor, building strong relationships is key. Be ready to share examples of how you've successfully maintained client relationships in the past and how you plan to do so in this new role.
✨Prepare for Technical Questions
Expect questions related to financial regulations, investment strategies, and pension plans. Brush up on current financial issues and be prepared to discuss how you would advise clients based on their unique situations.
✨Express Your Ambition and Drive
The job description mentions ambition and hunger as important traits. Be sure to convey your enthusiasm for the role and your desire to maximise earning potential while providing excellent service to clients.