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- Tasks: Deliver holistic financial advice and build strong client relationships.
- Company: Leading UK financial services group with a supportive culture.
- Benefits: Flexible working environment, professional development, and competitive salary.
- Why this job: Help clients navigate their financial futures and make a real difference.
- Qualifications: Level 4 qualification and strong client relationship management skills.
- Other info: Opportunity for continuous learning and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK financial services group is seeking a Financial Adviser to deliver high-quality, holistic financial advice. In this role, you will build strong relationships with clients, supporting them in making informed decisions. You will be responsible for providing tailored advice, ensuring compliance with standards, and continuously enhancing your product knowledge.
Ideal candidates will possess a Level 4 qualification and the ability to manage client relationships effectively. Join us to help clients navigate their financial futures in a supportive and flexible environment.
Financial Adviser – Holistic Retirement & Wealth Planning employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser – Holistic Retirement & Wealth Planning
✨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 introduce you to someone who does.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Advisers and practice your responses. We recommend using role-play with a friend to get comfortable discussing your experience and how you can help clients make informed decisions.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your qualifications, client success stories, and any relevant certifications. This will help you stand out and demonstrate your ability to provide tailored advice.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows us you’re genuinely interested in joining our team!
We think you need these skills to ace Financial Adviser – Holistic Retirement & Wealth Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Adviser role. Highlight your Level 4 qualification and any relevant experience in holistic financial advice to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients with their financial futures and how your background makes you a perfect fit for our team.
Showcase Your Relationship-Building Skills: Since building strong client relationships is key, share examples of how you've successfully managed client interactions in the past. We love to see how you connect with people!
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 us!
How to prepare for a job interview at Legal & General
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around holistic retirement and wealth planning. Be ready to discuss various financial products and how they can benefit clients. This shows you're not just qualified but genuinely interested in helping clients make informed decisions.
✨Build Rapport with Your Interviewers
Since the role involves building strong relationships with clients, demonstrate your interpersonal skills during the interview. Practice active listening and engage with your interviewers by asking insightful questions about their approach to client relationships. This will highlight your ability to connect with others.
✨Showcase Your Compliance Knowledge
Familiarise yourself with the compliance standards relevant to the financial services industry. Be prepared to discuss how you ensure adherence to these standards in your previous roles. This will reassure the interviewers that you take regulatory requirements seriously and can maintain high-quality advice.
✨Demonstrate Continuous Learning
Highlight any recent courses or certifications you've completed, especially those related to financial advising. Discuss how you stay updated with industry trends and product knowledge. This shows your commitment to professional development and your readiness to enhance your skills for the benefit of clients.
