At a Glance
- Tasks: Serve existing clients and provide top-notch financial advice.
- Company: Established independent financial advisory firm with a friendly, professional team.
- Benefits: Competitive salary of £70,000 plus bonuses, car allowance, and hybrid working.
- Other info: Enjoy flexible working while meeting clients in a dynamic office environment.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Must be an experienced Financial Advisor with Level 4 Diploma.
The predicted salary is between 70000 - 70000 € per year.
This employed Financial Advisor job in Fareham provides the opportunity for you to focus on servicing an existing client bank. The business has existing clients available for you to take over servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with. Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements- You should be an experienced Financial Advisor.
- You should be Level 4 Diploma qualified (DipFA or DipPFS).
- You should be motivated by providing clients with excellent ongoing service.
This firm of Independent Financial Advisors, established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first-class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits- Salary of circa £70,000 plus bonuses.
- Plus car allowance and mileage reimbursement.
- Hybrid, flexible working with the need to be in the office 3 or 4 times a week to meet clients in-person.
Fareham
Financial Advisor in Fareham employer: Premier Jobs UK Limited
As a Financial Advisor with our established firm in Fareham, you will join a friendly and professional team dedicated to delivering exceptional service to clients. With comprehensive support for administration and paraplanning, you can focus on what you do best—providing tailored financial advice. Enjoy a competitive salary, bonuses, and the flexibility of hybrid working, all while being part of a company that values employee growth and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Fareham
✨Network Like a Pro
Get out there and connect with people in the financial sector! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor gig.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients in the past. This is your time to shine and show them why you're the perfect fit for their team.
✨Be Ready for the Interview
Do your homework on the company and prepare for common interview questions. Think about how you can demonstrate your commitment to excellent client service. Remember, they want to see that you’re not just qualified, but also a great cultural fit!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we often have exclusive listings and can help you stand out in the application process.
We think you need these skills to ace Financial Advisor in Fareham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in servicing clients and any relevant qualifications like your Level 4 Diploma. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about providing excellent service to clients and how your background makes you a great fit for this role. We love a personal touch!
Showcase Your Client Management Skills:In your application, emphasise your ability to manage client relationships effectively. Share examples of how you've provided ongoing support and advice in previous roles. We’re all about building strong connections with clients!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Clients
Before the interview, take some time to research the existing client bank you'll be servicing. Familiarise yourself with their needs and preferences, as this will show your potential employer that you're proactive and ready to hit the ground running.
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma qualifications during the interview. Be prepared to discuss how your training has equipped you to provide excellent financial advice and service, which is crucial for this role.
✨Emphasise Client Service
Since the role focuses on providing ongoing service to clients, be ready to share examples of how you've successfully managed client relationships in the past. This will demonstrate your commitment to client satisfaction and your ability to maintain long-term relationships.
✨Discuss Flexibility and Teamwork
Talk about your willingness to work in a hybrid model and how you can effectively collaborate with the back office support team. Highlighting your adaptability and teamwork skills will reassure them that you can thrive in their friendly yet professional environment.
