Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Craft financial strategies and maintain strong client relationships.
- Company: Dynamic financial advisory firm based in Oswestry.
- Benefits: Competitive salary, generous holidays, and a pension plan.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Experience in financial planning and knowledge of FCA regulations.
- Other info: Great opportunity for personal and professional growth in the financial sector.
The predicted salary is between 30000 - 50000 £ per year.
A financial advisory firm based in Oswestry is looking for an experienced Financial Planner. The ideal candidate will offer comprehensive financial advice while ensuring compliance with FCA regulations.
- Key responsibilities include crafting financial strategies, maintaining client relationships, and conducting market research.
This role comes with competitive benefits, including generous holidays and a pension plan, providing an excellent opportunity for personal and professional growth in the financial sector.
Holistic Financial Adviser for Client Growth & Planning in Oswestry employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Financial Adviser for Client Growth & Planning in Oswestry
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their mission, especially in crafting financial strategies and maintaining client relationships.
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to financial planning and how you ensure compliance with FCA regulations. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Holistic Financial Adviser for Client Growth & Planning in Oswestry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Holistic Financial Adviser. Highlight your experience in crafting financial strategies and maintaining client relationships, as these are key to impressing us.
Showcase Compliance Knowledge: Since compliance with FCA regulations is crucial, don’t forget to mention any relevant qualifications or experiences you have in this area. We want to see that you understand the importance of regulatory frameworks in financial planning.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our team. Make it personal and engaging, so we can get a sense of who you are.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around FCA regulations and market trends. Be ready to discuss how you’ve crafted financial strategies in the past and how they benefited your clients.
✨Showcase Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships. Think about specific instances where your advice led to significant client growth or satisfaction.
✨Research the Firm
Get to know the financial advisory firm inside out. Understand their values, services, and target clientele. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client growth or how they stay compliant with regulations. This shows your enthusiasm and strategic thinking.
