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- Tasks: Help clients achieve their financial goals with tailored advice and plans.
- Company: Leading insurance company in Greater London with a focus on customer success.
- Benefits: Dynamic work environment, competitive pay, and opportunities for personal growth.
- Why this job: Make a real difference in people's lives by guiding them financially.
- Qualifications: Matriculation Certificate and strong customer service skills required.
- Other info: Join a supportive team and thrive in a rewarding career.
The predicted salary is between 36000 - 60000 £ per year.
A leading insurance company in Greater London is seeking self-motivated Financial Advisers to join their team. The role involves championing valued customers by identifying their financial needs, providing sound financial advice, and implementing suitable financial plans.
Candidates should possess a Matriculation Certificate and strong skills in building trust and customer service. This opportunity promises a dynamic environment where you can help clients achieve their lifetime goals.
Emerging Financial Advisor: Help Clients Reach Goals employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Emerging Financial Advisor: Help Clients Reach Goals
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers, be ready to explain how you can help their clients reach their financial goals. Make it personal and relatable!
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest financial products and market changes will show that you're serious about helping clients and can set you apart from other candidates.
✨Tip Number 4
Apply through our website! We make it easy for you to showcase your skills and passion for helping clients. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Emerging Financial Advisor: Help Clients Reach Goals
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping clients shine through. We want to see how you can champion our valued customers and make a real difference in their financial journeys.
Highlight Relevant Experience: Make sure to showcase any previous experience in customer service or financial advising. We’re looking for self-motivated individuals who can build trust with clients, so share examples that demonstrate your skills in this area.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Emerging Financial Advisor role. We appreciate candidates who take the extra step to align their skills with our needs.
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’re considered for this exciting opportunity to help clients achieve their lifetime goals.
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various financial products and strategies. Understand the basics of insurance, investments, and retirement planning so you can confidently answer questions and provide insights.
✨Build Rapport with Interviewers
Since this role is all about building trust with clients, show your interpersonal skills during the interview. Practice active listening and engage with the interviewers by asking thoughtful questions about their experiences and the company culture.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've successfully helped customers or resolved issues. Highlight how you prioritise client needs and ensure satisfaction, as this will resonate well with the company's focus on valued customers.
✨Demonstrate Your Self-Motivation
As a self-motivated candidate, share instances where you've taken initiative in your previous roles. Discuss how you set goals for yourself and achieved them, which aligns perfectly with helping clients reach their financial goals.
