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- Tasks: Assist clients with financial planning and provide expert advice on investments and insurance.
- Company: Leading insurance company offering a supportive and dynamic work environment.
- Benefits: Competitive salary, uncapped commission, remote work options, and personal development opportunities.
- Why this job: Join a thriving team and make a real difference in clients' financial futures.
- Qualifications: 2+ years as a Financial Adviser with relevant qualifications like FPC or CII.
- Other info: Flexible working locations across Southeast, with excellent career growth potential.
The predicted salary is between 78000 - 104000 £ per year.
One of our leading clients is looking to recruit a number of Financial Advisers. Flexible Southeast locations including Surrey, East Sussex, Uckfield, Brighton and around these areas. Competitive basic salary and uncapped commission with OTE £130,000 + excellent benefits.
My client is a leading Insurance company, therefore this role will benefit from warm leads, technical and administrative support and personal development opportunities.
Requirements:
- 2 years + in a Financial Adviser / IFA role
- Qualifications such as FPC / CAS / QCA / CII / Diploma in Financial Planning
- Experience in Financial Services, Life Assurance, Pensions, Insurance, Investments, Money Management, Retirement
Remote working/work at home options are available for this role.
Financial Planning Administrator - Hybrid Working in Uckfield employer: MYO Talent
Contact Detail:
MYO Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working in Uckfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as Financial Advisers. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and regulations. We recommend practising common interview questions related to financial planning and showcasing your qualifications like FPC or CAS to stand out.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Financial Planning Administrator role. We’ve got all the latest listings and applying directly can sometimes give you an edge over other candidates!
We think you need these skills to ace Financial Planning Administrator - Hybrid Working in Uckfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience in financial advising and any qualifications like FPC or CII that match what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your background in financial services can benefit us. Keep it engaging and personal.
Showcase Your Achievements: Don’t just list your duties; showcase your achievements! Whether it's hitting sales targets or providing exceptional client service, we want to see how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at MYO Talent
✨Know Your Numbers
As a Financial Planning Administrator, it's crucial to be well-versed in financial metrics and terminology. Brush up on key concepts like life assurance, pensions, and investments. This will not only help you answer technical questions confidently but also demonstrate your expertise to the interviewer.
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Adviser or IFA. Prepare specific examples of how you've successfully managed client portfolios or provided financial advice. This will give the interviewer a clear picture of your capabilities and how you can add value to their team.
✨Understand the Company Culture
Research the insurance company you're interviewing with. Understand their values, mission, and the type of clients they serve. This knowledge will allow you to tailor your responses and show that you're genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions. Ask about the support you'll receive, the commission structure, or opportunities for personal development. This shows that you're proactive and serious about your career in financial planning.