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For Companies At a Glance
- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a supportive firm in Maidstone, offering independent financial advice.
- Benefits: Enjoy remote work, competitive salary, bonuses, and generous holiday allowances.
- Why this job: Great opportunity to grow your career while making a real impact on clients' lives.
- Qualifications: Must have Level 4 Diploma and 5+ years of experience as a Financial Advisor.
- Other info: Self-employed option available for those seeking flexibility.
The predicted salary is between 42500 - 65000 £ per year.
Job Description
Our client is seeking an experienced Financial Advisor in Maidstone / Kent to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.
They are seeking Financial Advisors who enjoy building long term relatio…
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Financial Adviser 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 Adviser
✨Tip Number 1
Network actively within the financial services community in Maidstone and Kent. Attend local events, seminars, or workshops where you can meet potential clients and other professionals who might refer clients to you.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and engage with potential clients. Share valuable content related to financial planning, investment strategies, and market trends to build your online presence and attract interest.
✨Tip Number 3
Consider collaborating with local businesses or entrepreneurs to offer financial workshops or seminars. This not only positions you as an expert but also helps you connect with a wider audience who may need your services.
✨Tip Number 4
Utilise the support from the back office team effectively. Make sure to communicate your needs and expectations clearly so they can assist you in managing your client portfolio and help you focus on building relationships.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly focusing on your client-centric approach and any proven track record in growing a client bank. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their needs, especially your ability to build long-term relationships and your proactive approach to business development.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in financial planning or equivalent, along with any other relevant qualifications. If you have CAS status, make sure to mention it prominently as it is a key requirement.
Showcase Interpersonal Skills: Since excellent interpersonal skills are crucial for this role, provide examples of how you've successfully engaged with clients in the past. This could include instances where you've built rapport or handled complex client needs effectively.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
During the interview, emphasise your dedication to understanding and meeting clients' financial goals. Share specific examples of how you've built long-term relationships and provided tailored advice in your previous roles.
✨Demonstrate Your Track Record
Be prepared to discuss your experience in growing a client bank. Highlight any proactive activities you've undertaken to generate leads and referrals, as this aligns with what the company is looking for.
✨Familiarise Yourself with Their Support Structure
Research the comprehensive support offered by the company, such as admin and paraplanning teams. Mention how you would leverage these resources to enhance your productivity and client service during the interview.
✨Prepare for In-Person Client Engagement
Since the role involves meeting clients face-to-face, think about how you can effectively build rapport in person. Discuss your strategies for deepening client relationships and generating referrals through personal interactions.
