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- Tasks: Provide personalised financial advice and build strong client relationships.
- Company: Mather and Murray Financial, known for integrity and client satisfaction.
- Benefits: Competitive commission structure, flexible schedule, and ongoing training.
- Other info: Join a supportive team with access to established clients and marketing support.
- Why this job: Manage your own business while making a real impact on clients' financial futures.
- Qualifications: 3+ years as a Financial Adviser with relevant qualifications.
The predicted salary is between 50000 - 70000 £ per year.
Mather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.
As a Self-Employed Financial Adviser at Mather and Murray Financial you will have the opportunity to manage your own business within our established framework. You will be responsible for building and maintaining client relationships, conducting thorough financial assessments, and delivering tailored advice to meet individual needs.
Responsibilities
- Conducting in-depth financial reviews for clients to understand their goals and objectives.
- Providing expert advice on investments, retirement planning, estate planning, and other financial matters.
- Building and maintaining strong client relationships through effective communication and excellent customer service.
- Staying up-to-date with industry trends, regulations, and best practices.
- Collaborating with other team members to ensure the overall success of the firm.
Qualifications
- Minimum of 3 years of experience as a Financial Adviser.
- Hold relevant qualifications such as DipFA or equivalent.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and able to work independently.
- A proven track record of achieving sales targets and client satisfaction.
What We Offer
- Competitive commission-based compensation structure.
- Market leading fee split.
- No fixed fees.
- All regulatory fees paid.
- Company generated appointments, pre-qualified and booked into your diary.
- Flexibility to manage your own schedule and work independently.
- Access to our established client base and marketing support.
- Ongoing training and professional development opportunities.
- Access to a Paraplanner and Admin support team.
- Collaborative and supportive team environment.
Independent Financial Adviser - Self Employed and Employed Opportunities employer: Mather & Murray Financial Ltd
Contact Detail:
Mather & Murray Financial Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Self Employed and Employed Opportunities
✨Tip Number 1
Network like a pro! Attend industry events, join financial adviser groups, and connect with potential clients on social media. The more people you meet, the better your chances of landing that perfect role.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s blog posts, videos, or webinars, let potential clients see what you can offer them.
✨Tip Number 3
Don’t shy away from follow-ups! After meeting someone or having an interview, drop them a quick message to thank them and express your interest. It keeps you on their radar and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly gives you a better chance to stand out and show us why you’re the right fit for Mather and Murray Financial.
We think you need these skills to ace Independent Financial Adviser - Self Employed and Employed Opportunities
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the role of a Financial Adviser. Highlight your qualifications, like DipFA, and any relevant achievements that showcase your ability to build client relationships and provide tailored advice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how your experience aligns with our values of integrity and client satisfaction. Be genuine and let your personality come through!
Showcase Your Communication Skills: As a Financial Adviser, strong communication is key. In your application, demonstrate your interpersonal skills by using clear and concise language. This will give us a taste of how you’ll interact with clients and team members.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. 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 Mather & Murray Financial Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the latest trends in investments, retirement planning, and estate planning. Being able to discuss these topics confidently will show that you're not just qualified but also passionate about the field.
✨Showcase Your Client Relationship Skills
Since building and maintaining client relationships is key for this role, prepare examples of how you've successfully managed client interactions in the past. Think about specific situations where your communication skills made a difference, and be ready to share those stories.
✨Demonstrate Your Independence
As a self-employed adviser, you'll need to show that you can work independently. Highlight any experiences where you've taken initiative or managed projects on your own. This will reassure them that you can thrive in a self-directed environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its approach to client satisfaction. This not only shows your interest in the role but also gives you a chance to assess if their values align with yours. It’s a win-win!