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- Tasks: Drive consultative selling and manage customer relationships in a dynamic financial environment.
- Company: Leading financial services firm based in Greater London.
- Benefits: Competitive salary, growth opportunities, and a supportive team culture.
- Why this job: Join a proactive team and make a real impact on clients' financial success.
- Qualifications: Matriculation Certificate, valid driver's license, and 12 months of financial services experience.
- Other info: Ideal for those passionate about building strong customer connections.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Greater London is seeking a Financial Adviser to drive consultative selling and customer relationship management.
Candidates must have a Matriculation Certificate, valid driver's license, and at least 12 months of experience in financial services. Familiarity with FAIS requirements is advantageous.
This role is perfect for proactive individuals passionate about building strong customer relationships and identifying sales opportunities in a dynamic environment.
Strategic Financial Adviser – Consultative, Client-Focused employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Financial Adviser – Consultative, Client-Focused
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector 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
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions so you can showcase your consultative selling skills with confidence.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that perfect job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Strategic Financial Adviser – Consultative, Client-Focused
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and showcases your consultative selling skills. We want to see how you've built strong customer relationships in the past, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your proactive approach has led to success in previous positions. We love seeing genuine enthusiasm!
Showcase Relevant Experience: When filling out your application, be specific about your experience with FAIS requirements and any relevant certifications. We’re looking for candidates who can hit the ground running, so make it clear how you meet our needs.
Apply Through Our Website: We encourage you to apply directly 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 Old Mutual Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around consultative selling and customer relationship management. Be ready to discuss your previous experiences in the financial services sector and how they relate to the role.
✨Showcase Your People Skills
Since this role is all about building strong customer relationships, prepare examples of how you've successfully managed client interactions in the past. Think about times when you identified sales opportunities and how you approached them.
✨Understand FAIS Requirements
Familiarity with FAIS requirements can give you an edge. Do some research on these regulations and be prepared to discuss how they impact your work as a Financial Adviser. This shows you're proactive and knowledgeable.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client relationships and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
