At a Glance
- Tasks: Provide top-notch financial advice while ensuring compliance with regulations.
- Company: Join a reputable firm in Maidstone with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and professional growth opportunities.
- Other info: Flexible hours and a collaborative team atmosphere await you.
- Why this job: Make a real difference in clients' lives with your financial expertise.
- Qualifications: Experience in financial advising and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
Description
We are currently looking for an experienced Adviser to join our team in Maidstone.
The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
Office: Perspective (South East) Limited
Location
Maidstone Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Requirements
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Strong communication skills; 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 market place.
- Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.
Financial Adviser (Maidstone) employer: Perspective Financial Group
At Perspective (South East) Limited, we pride ourselves on being an exceptional employer in Maidstone, offering a supportive work culture that fosters collaboration and professional growth. Our team enjoys a competitive salary, flexible working hours, and the opportunity to provide first-class financial advice while adhering to FCA regulations, ensuring both personal and client success in a dynamic environment.
Contact Details:
Perspective Financial Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (Maidstone)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Perspective Financial Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser (Maidstone)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Perspective Financial Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Perspective Financial Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Perspective Financial Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Perspective Financial Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Perspective Financial Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Perspective Financial Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
