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For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalised investment solutions and accurate financial planning.
- Company: Dynamic organisation collaborating with top Financial Advisory firms across England.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while growing your expertise in finance.
- Qualifications: CII Diploma in Regulated Financial Planning or LIBF's DipFA, plus 2+ years of experience.
- Other info: Join a supportive team focused on client success and long-term relationships.
The predicted salary is between 36000 - 60000 £ per year.
As an organisation that works with Financial Advisory companies throughout England, we are always looking for the ideal candidate who will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Have a CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level 4)
- 2+ years' of industry experience
- Strong understanding of the investment business
Financial Advisor employer: Mbi Staffing
Contact Detail:
Mbi Staffing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars to meet potential employers and show them what you've got.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience and skills align with the role of a Financial Advisor. Keep it concise and focus on how you can help clients achieve their financial goals.
✨Tip Number 3
Showcase your expertise! Prepare a portfolio of your past financial plans and client success stories. This will demonstrate your ability to deliver personalised investment solutions.
✨Tip Number 4
Apply through our website! We want to see your application directly, so make sure to submit it there. It shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your CII Diploma or LIBF's DipFA, and any relevant industry experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can help clients achieve their goals. Keep it personal and engaging – we want to get to know you!
Showcase Your Accuracy: Since attention to detail is key in this role, mention specific examples where you've ensured accuracy in financial plans or reports. This will demonstrate to us that you take precision seriously!
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 our team!
How to prepare for a job interview at Mbi Staffing
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies and financial planning. Be ready to discuss how you've applied your expertise in previous roles, as this will show your understanding of the industry.
✨Showcase Your Client Relationship Skills
Since building client relationships is key, think of examples where you've successfully supported clients or worked with investment professionals. Highlight your communication skills and how you’ve tailored solutions to meet client needs.
✨Accuracy is Key
Prepare to discuss how you ensure accuracy in your financial plans. Bring examples of how you’ve cross-checked your work in the past, as this will demonstrate your attention to detail and commitment to delivering high-quality service.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s approach to client relationships or how they support their advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
