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For Companies At a Glance
- Tasks: Help clients manage their finances and provide expert advice from the comfort of your home.
- Company: Join a respected IFA firm known for its success and innovative client services.
- Benefits: Enjoy remote work, quality leads, and an existing client base to kickstart your career.
- Why this job: This role offers a chance to grow in a supportive environment with a strong industry reputation.
- Qualifications: Experience as a Financial Advisor is essential; bring your expertise and passion for finance.
- Other info: This is a unique opportunity to make a real impact in clients' financial lives.
The predicted salary is between 43200 - 72000 £ per year.
This Financial Adviser job in Bristol area provides opportunity to join a well-respected Chartered business and benefit from being provided with existing clients You will be provided with existing clients of circa £20m AuM with your aim to service, retain and grow this portfolio. The business have positioned themselves to operate with average client holdings of £500,000+ and often have clients still in accumulation phase. This client bank contains many medical professionals, therefore individuals with experience / knowledge of NHS pensions would be beneficial. As their Financial Advisor you will work closely with your clients to understand their current and future aspirations and build bespoke plans to meet their needs. Alongside the client bank you will takeover, you should be proactive in generating additional business opportunities through referrals, new monies and building your network. From these activities you should aim to grow the client bank year on year. You will receive full administrative and paraplanning support enabling you to focus on building strong relationships with your clients and provide excellent service to gain referrals. Financial Advisor Requirements You should be a Financial Advisor with strong financial planning experience Preference towards individuals who hold Chartered status with CII or LIBF (Level 4 Diploma in Financial Planning as a minimum) You should…
Financial Advisor 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
✨Tip Number 1
Make sure to highlight your experience with existing client relationships during the interview. Discuss specific examples of how you've successfully managed and grown these relationships in the past.
✨Tip Number 2
Familiarize yourself with the latest trends in the financial advisory industry, especially those relevant to the Bristol area. Being knowledgeable about local market conditions can set you apart from other candidates.
✨Tip Number 3
Network with other financial advisors or professionals in the industry. Attend local events or join online forums to connect with others who might provide insights or referrals related to this position.
✨Tip Number 4
Prepare thoughtful questions about the firm's client proposition and how they support their advisors. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, especially any relevant qualifications and successes in managing client portfolios. Emphasize your ability to work from home and handle quality leads.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention how your skills align with their client proposition and your eagerness to contribute to their success.
Highlight Client Management Skills: In your application, emphasize your experience with existing clients and how you have successfully managed relationships. This is crucial since the firm provides an existing client bank.
Showcase Industry Knowledge: Demonstrate your knowledge of the financial advisory industry in your application. Mention any relevant trends or challenges you are aware of, and how you can help the firm navigate them.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you will be advising on. Be prepared to discuss how these can benefit clients and how you have successfully used them in the past.
✨Demonstrate Client Relationship Skills
Since this role involves working with existing clients, highlight your experience in managing client relationships. Share specific examples of how you've built trust and rapport with clients in previous roles.
✨Research the Firm
Familiarize yourself with the IFA firm's values, mission, and recent achievements. This will not only show your interest in the company but also help you align your answers with their goals during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Practice articulating your thought process and decision-making strategies in these situations.
