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For Companies At a Glance
- Tasks: Help clients manage their finances and investments effectively.
- Company: Join a growing boutique Independent Financial Adviser firm.
- Benefits: Enjoy flexible working hours and a supportive team environment.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Opportunity to work with a diverse client base in a thriving area.
The predicted salary is between 36000 - 60000 £ per year.
This employed, Independent Financial Adviser job covering Taunton and North Somerset coast provides opportunity to join a boutique, IFA firm due to continued growth across the business.
You will be provided with approximately 100 - 150 clients, generating around £30m - £35m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities.
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
Network with professionals in the financial services industry, especially those who work as Independent Financial Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular in the Taunton and North Somerset area. This knowledge will help you demonstrate your understanding of the local market during interviews.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to financial advising. This can set you apart from other candidates and show your commitment to professional development.
✨Tip Number 4
Prepare to discuss your approach to client management and how you would handle a portfolio of 100 - 150 clients. Be ready to share examples of how you've successfully built relationships and provided value to clients in the past.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Advisor. Highlight your understanding of client management, investment strategies, and financial planning in your application.
Tailor Your CV: Customise your CV to reflect relevant experience in financial advising. Include specific achievements, such as client retention rates or successful investment portfolios, to demonstrate your capability.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to grow a client base. Mention your familiarity with the Taunton and North Somerset area to show your local knowledge.
Highlight Client Management Skills: Emphasise your skills in managing client relationships and providing tailored financial advice. Use examples from your past experiences to illustrate how you have successfully supported clients in achieving their financial goals.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial metrics. Be prepared to discuss how you would manage a portfolio of £30m - £35m and the strategies you would employ for growth.
✨Client Relationship Focus
Highlight your experience in building and maintaining client relationships. Discuss specific examples where you've successfully managed client expectations and delivered tailored financial advice.
✨Stay Updated on Regulations
Make sure you're aware of the latest financial regulations and compliance requirements. Being knowledgeable about these can set you apart as a candidate who is serious about their role and responsibilities.
✨Showcase Your Growth Mindset
Since the firm is experiencing growth, express your enthusiasm for contributing to that trajectory. Share ideas on how you could attract new clients and enhance the firm's reputation in the Taunton and North Somerset area.
