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For Companies At a Glance
- Tasks: Create tailored financial plans and support clients in their investment journeys.
- Company: Reputable financial advisory firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial futures while building lasting relationships.
- Qualifications: CII Diploma or LIBF's DipFA with 2+ years of industry experience.
- Other info: Join a dynamic team dedicated to client-focused financial solutions.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm in the United Kingdom is seeking a candidate to provide personalized investment solutions and financial planning support. The ideal applicant will have a CII Diploma in Regulated Financial Planning or LIBF's DipFA, along with over 2 years of industry experience.
Responsibilities include:
- Preparing financial plans
- Providing client support
- Ensuring the accuracy of information
This role is essential for cultivating client relationships within the investment business.
Client-Focused Financial Planning Advisor employer: Mbi Staffing
Contact Detail:
Mbi Staffing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Focused Financial Planning Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial 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 at a firm you're interested in.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the job description.
✨Tip Number 3
Showcase your expertise! Bring along examples of financial plans you've prepared or client success stories to your interviews. This will demonstrate your hands-on experience and ability to provide personalised investment solutions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Client-Focused Financial Planning Advisor
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your CII Diploma in Regulated Financial Planning or LIBF's DipFA right at the start. We want to see that you've got the credentials to back up your experience, so don’t be shy about showcasing them!
Tailor Your Experience: When you’re detailing your industry experience, focus on the bits that relate directly to the role. We’re looking for how you’ve prepared financial plans and supported clients, so make those examples pop!
Be Personable: Since this role is all about cultivating client relationships, let your personality shine through. Use a friendly tone and share any relevant stories that show how you connect with clients and provide personalised solutions.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Mbi Staffing
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and investment solutions. Brush up on your CII Diploma or LIBF's DipFA knowledge, as you might be asked to explain how you would approach a specific client scenario.
✨Showcase Your Experience
With over 2 years of industry experience, be ready to share specific examples of how you've successfully supported clients in the past. Highlight any challenges you faced and how you overcame them to build strong client relationships.
✨Prepare for Client Scenarios
Expect to discuss hypothetical client situations during the interview. Practice articulating your thought process on preparing financial plans and ensuring accuracy in information. This will demonstrate your client-focused approach.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the firm’s approach to client relationships and investment strategies. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
