Financial Advisor

Financial Advisor

Cowley Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients manage their finances and build long-term relationships.
  • Company: Join a supportive team in Exeter with a focus on independent financial advice.
  • Benefits: Enjoy bonuses on new business, back office support, and a competitive employed package.
  • Why this job: Make a real impact on clients' lives while growing your career in finance.
  • Qualifications: Experience as a Financial Advisor is essential; strong relationship-building skills are a must.
  • Other info: Take over servicing existing clients and receive additional leads to boost your success.

The predicted salary is between 36000 - 60000 £ per year.

Our client is seeking an experienced Financial Advisor in Exeter 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.

If your skills, experience, and qualifications match those in this job overview, do not delay your application. They are seeking Financial Advisors who enjoy building long term relationships.

Financial Advisor employer: Premier Jobs UK Limited

Join a dynamic team in Exeter as a Financial Advisor, where you will enjoy a supportive work culture that prioritises employee growth and development. With an attractive employed package, bonuses on new business, and a full suite of back office support, this role offers the perfect environment for building long-term client relationships while enjoying the benefits of independent advice.
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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 other financial professionals in Exeter. Attend local finance events or join relevant online forums to connect with potential colleagues and clients. Building relationships in the industry can lead to valuable referrals and insights.

✨Tip Number 2

Research the company thoroughly before your interview. Understand their values, services, and client base. This knowledge will help you tailor your conversation and demonstrate your genuine interest in joining their team.

✨Tip Number 3

Prepare to discuss your approach to building long-term client relationships. Think of specific examples from your past experience that showcase your ability to foster trust and provide excellent service.

✨Tip Number 4

Stay updated on the latest financial regulations and market trends. Being knowledgeable about current events in finance will not only boost your confidence but also impress your potential employer during discussions.

We think you need these skills to ace Financial Advisor

Financial Planning
Investment Knowledge
Client Relationship Management
Regulatory Compliance
Risk Assessment
Communication Skills
Sales Skills
Analytical Skills
Market Research
Negotiation Skills
Problem-Solving Skills
Time Management
Attention to Detail
Networking Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Advisor. Focus on your ability to build long-term relationships with clients and any specific achievements in previous roles that demonstrate your success in the field.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention how your skills align with the company's needs, particularly in servicing existing clients and generating new business.

Highlight Relevant Qualifications: Include any certifications or qualifications that are pertinent to the Financial Advisor position. This could include financial planning certifications, degrees in finance, or any other relevant training that sets you apart from other candidates.

Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your professionalism and attention to detail.

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 Relationship-Building Skills

Since the role involves building long-term relationships, come ready with examples of how you've successfully developed client relationships in your previous roles. Highlight your communication skills and ability to understand client needs.

✨Showcase Your Experience with Bonuses

The job mentions bonuses for new business written, so be prepared to discuss your track record in generating new business. Share specific examples of how you've achieved this in the past and how you plan to continue doing so.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to financial advising and their support systems. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

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