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- Tasks: Provide tailored financial advice and build strong customer relationships.
- Company: Leading UK financial services group with a collaborative culture.
- Benefits: Competitive salary, professional development, and inclusive work environment.
- Why this job: Help customers secure their financial futures while growing your expertise.
- Qualifications: Level 4 qualified with knowledge of financial planning and compliance.
- Other info: Join a dynamic team focused on client satisfaction and career growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK financial services group is seeking a Financial Adviser to provide holistic financial advice and build customer relationships. The ideal candidate will be Level 4 qualified with a strong understanding of financial planning and compliance.
Responsibilities include:
- Delivering tailored advice
- Maintaining industry knowledge
- Ensuring client satisfaction through effective relationship management
Join us to help customers make informed decisions about their financial futures in a collaborative, inclusive environment.
Financial Adviser – Retirement Planning & Guidance employer: Legal And General Group
Contact Detail:
Legal And General Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser – Retirement Planning & Guidance
✨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 those interviews by brushing up on your knowledge of retirement planning and compliance. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Adviser role. We’re all about making the application process smooth and straightforward, so don’t miss out on the opportunity to join us!
We think you need these skills to ace Financial Adviser – Retirement Planning & Guidance
Some tips for your application 🫡
Show Your Qualifications: Make sure to highlight your Level 4 qualification right at the start. We want to see that you’ve got the credentials to back up your expertise in financial planning and compliance.
Tailor Your Application: Just like you’d tailor advice for clients, tailor your application to us! Mention specific experiences that relate to building customer relationships and delivering tailored financial advice.
Keep It Professional Yet Personal: While we love a professional tone, don’t be afraid to let your personality shine through. Share your passion for helping clients make informed decisions about their financial futures.
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 this exciting opportunity!
How to prepare for a job interview at Legal And General Group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement options. Be ready to discuss different strategies and how they can benefit clients. This shows you’re not just qualified but also passionate about helping customers secure their financial futures.
✨Build Rapport with the Interviewer
Since relationship management is key in this role, practice building rapport during your interview. Use active listening, ask thoughtful questions, and share relevant personal experiences that demonstrate your ability to connect with clients. This will highlight your interpersonal skills.
✨Stay Updated on Compliance
Familiarise yourself with the latest regulations and compliance standards in the financial services industry. Being able to discuss these confidently will show that you take your responsibilities seriously and are committed to providing sound advice within legal frameworks.
✨Prepare Tailored Advice Scenarios
Think of a few scenarios where you’ve successfully provided tailored financial advice in the past. Be ready to share these examples during the interview, as they’ll illustrate your problem-solving skills and ability to meet diverse client needs effectively.
