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- Tasks: Provide holistic financial planning and advice to clients, helping them achieve their financial goals.
- Company: Join a dynamic financial advisory firm with a focus on client relationships and growth.
- Benefits: Enjoy 25 days holiday, birthday leave, enhanced parental leave, and discounts on shopping.
- Other info: Flexible work environment with opportunities for professional development and career growth.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Strong analytical skills, money management experience, and a passion for helping others.
The predicted salary is between 30000 - 40000 £ per year.
Perspective (Central) and the ability to ask appropriate questions of clients. Good analytical skills, money management skills and planning skills. Enthusiasm and willingness to assist clients. Ability to manage own workload. Flexible/adaptable to cope with change. To be motivated, friendly and professional at all times; and provide impartial unbiased advice. Excellent time management to ensure appointments are scheduled with realistic time frames. Act in a professional manner when dealing with colleagues/stakeholders. Ability to work as part of a team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate. Detailed understanding of the advice process. Detailed understanding of financial planning. Detailed understanding of products and solutions to meet client needs. Up to date knowledge of the financial marketplace. Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.
Job Responsibilities
- Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives.
- Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
- Provide first class financial planning and advice to both existing and prospective clients.
- Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection).
- Assessing clients’ financial circumstances, understanding their needs and developing a comprehensive financial plan.
- Making recommendations to clients that meet their goals and ambitions.
- Delivering annual reviews to clients on an ongoing service proposition.
- Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
- Cultivating the client base and building relationships.
- Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients.
- Keeping abreast of new industry developments; and researching the market to ensure that knowledge is current.
- Keeping up to date with financial products and legislation.
- Ensuring compliance with all requirements of an FCA certified function holder.
- Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
- Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
- Ensuring that SPS via a recognised body is maintained at all times.
- Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.
Job Benefits
- 25 days holiday (rising with length of service) plus Bank Holidays
- Birthday Leave
- Holiday Purchase Scheme
- Enhanced Parental Leave
- Life Assurance
- Pension
- Corporate Eyecare
- Extras Discount shopping discounts
- Birthday Day Off
- Electric Car Scheme
Financial Adviser (Stokenchurch) employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Stokenchurch)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself to a potential employer. Have a quick, engaging summary of your skills and experience ready to go. Make it personal and show your enthusiasm for helping clients achieve their financial goals.
✨Tip Number 3
Research the company! Before any interview, dive deep into the company's values, culture, and recent news. This will not only help you tailor your answers but also show that you're genuinely interested in being part of their team.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way. It shows your professionalism and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your passion for the role and how you can contribute to their success.
We think you need these skills to ace Financial Adviser (Stokenchurch)
Some tips for your application 🫡
Show Your Analytical Skills: When writing your application, make sure to highlight your analytical skills. We want to see how you can assess financial situations and develop comprehensive plans for clients. Use examples that demonstrate your ability to think critically and provide tailored advice.
Be Professional and Friendly: Your written application should reflect your professional yet friendly nature. We’re looking for someone who can connect with clients and colleagues alike. Use a warm tone while maintaining professionalism to show us you’re the right fit for our team.
Demonstrate Flexibility: In your application, mention instances where you've adapted to change or managed your workload effectively. We value flexibility, so share how you’ve navigated challenges in the past and how you can bring that adaptability to our team.
Keep It Relevant: Make sure your application is tailored to the role of Financial Adviser. Highlight your understanding of financial products, regulatory requirements, and the advice process. We want to see that you’re up-to-date with industry knowledge and ready to provide first-class service to our clients.
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and the current market trends. Being able to discuss recent developments or changes in regulations will show that you're proactive and well-informed.
✨Practice Your Client Interaction Skills
Since this role involves a lot of client interaction, practice how you would approach different client scenarios. Think about how you can ask the right questions to understand their needs and how to present your recommendations clearly and confidently.
✨Show Your Team Spirit
This job requires collaboration with Paraplanners and Administrators, so be ready to talk about your experience working in teams. Share examples of how you've successfully collaborated in the past and how you can contribute to a positive team environment.
✨Time Management is Key
Demonstrate your ability to manage your workload effectively. Be prepared to discuss how you prioritise tasks and ensure that appointments are scheduled realistically. This will highlight your organisational skills and professionalism.