At a Glance
- Tasks: Help clients achieve their financial goals through tailored advice and relationship building.
- Company: Join a supportive firm that values independence and client-centric service.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and generous holiday allowances.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Must have Level 4 Diploma and 5+ years of advisory experience.
- Other info: Home-based role with opportunities for in-person client meetings.
The predicted salary is between 42000 - 63000 £ per year.
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…
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 business events, seminars, and workshops to meet potential clients and professional introducers who can refer you to new business opportunities.
✨Tip Number 2
Leverage social media platforms to showcase your expertise and engage with your audience. Share valuable content related to financial planning, investment strategies, and client success stories to attract potential clients and build your personal brand.
✨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 clients' needs clearly so they can assist you in formulating tailored financial strategies that will impress your clients and enhance your service offering.
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 ability to grow a client bank and your client-centric approach. Use specific examples of how you've built long-term relationships with clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 Diploma in financial planning and your 5+ years of experience. Discuss how your skills align with their needs, especially in terms of client servicing and business development.
Showcase Your Achievements: Include quantifiable achievements in your application, such as the percentage growth of your client portfolio or successful strategies you've implemented. This will demonstrate your capability and results-driven mindset.
Prepare for Interviews: If you get called for an interview, be ready to discuss your approach to client reviews and how you formulate financial strategies. Prepare examples of how you've engaged with professional introducers and generated referrals in the past.
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 Proactive Business Development Skills
Be prepared to discuss your strategies for growing a client bank. Highlight any successful methods you've used to generate referrals or engage with professional introducers, as this aligns with what the company is looking for.
✨Familiarise Yourself with Their Support Structure
Understand the comprehensive support system they offer, including admin and paraplanning teams. Mention how you would leverage these resources to enhance your productivity and client service during the interview.
✨Prepare for In-Depth Financial Discussions
Since the role involves advising on pensions, savings, and investments, brush up on your knowledge in these areas. Be ready to discuss how you would conduct in-depth reviews to formulate appropriate financial strategies for clients.