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For Companies At a Glance
- Tasks: Provide exceptional service to clients nearing retirement and manage their financial needs.
- Company: Reputable financial advisory firm with a strong client base.
- Benefits: Attractive salary, flexible working hours, and ongoing training opportunities.
- Why this job: Join a supportive team and make a difference in clients' financial futures.
- Qualifications: Experience in financial advising and a passion for helping others.
- Other info: Opportunity to take over an established client bank and grow your career.
Our client is seeking employed Financial Advisors in Manchester or Chorley to take over an existing, quality client bank from a retiring Adviser, ideally with a start date in April 2026. In this role, you will focus on servicing their lower tier clients ensuring they receive great client service in line with their ongoing service agreements. Their typical client is nearing or at retirement.
Financial Advisor in Chorley employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities in Manchester or Chorley. A personal recommendation can go a long way in landing that Financial Advisor role.
✨Tip Number 2
Prepare for interviews by brushing up on your client service skills. Since you'll be dealing with clients nearing retirement, show that you understand their needs and can provide tailored advice. We want to see you shine!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and expertise. Use our website to find roles that suit you best, and tailor your approach to each one. It’s all about quality over quantity!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind for the hiring team. It shows your enthusiasm for the role and reinforces your commitment to providing excellent client service.
We think you need these skills to ace Financial Advisor in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially with clients nearing retirement. We want to see how you can bring value to our existing client bank!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client service and how you plan to maintain the high standards our clients expect. Let us know why you're the perfect fit for this role.
Showcase Relevant Experience: When filling out your application, emphasise any previous roles where you've provided exceptional service to clients. We love seeing real examples of how you've made a difference in people's financial journeys.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This role involves servicing clients who are nearing retirement, so understanding retirement planning and investment strategies is crucial.
✨Client-Centric Approach
Prepare to demonstrate your commitment to client service. Think of examples where you've gone above and beyond for clients, especially those in similar situations. Show how you can maintain and enhance the existing client relationships.
✨Research the Company
Familiarise yourself with the company’s values and mission. Understanding their approach to client service will help you align your answers with what they’re looking for. It also shows genuine interest in the role and the firm.
✨Practice Common Questions
Anticipate questions related to handling client concerns, managing portfolios, and your approach to financial advising. Practising your responses will help you feel more confident and articulate during the interview.
