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For Companies At a Glance
- Tasks: Help clients manage their finances and provide expert advice.
- Company: Join a reputable financial services firm with a strong local presence in Somerset and Devon.
- Benefits: Enjoy a supportive work environment and potential for client growth.
- Why this job: Be part of a growing team that values expertise and client relationships.
- Qualifications: Experience as a Financial Advisor and transferable clients are preferred.
- Other info: This role offers a chance to thrive in a well-established business.
The predicted salary is between 28800 - 48000 £ per year.
Are you a current or previous Financial Advisor looking to join a business with no micromanagement? In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors. You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development. The Practice Principal believes his team of Financial Advisors should work at their own pace and will not micro manage you. Financial Advisor Requirements You must hold your DipFA qualification or equivalent Ideally, you should be a current Financial Advisor. However, they would consider individuals looking to return to Financial Services Individuals who can self-generate some business would be advantageous The Company Our client is a long-established Financial Planning and Mortgage Advisory firm of nearly 30 years. Through their successful model, they have undertaken a period of growth and now have a team of over 40 Financial Advisors and Mortgage Advisors. Premier Jobs UK has worked closely with their Management team and has introduced over 70% of their team! Financial Advisors and Mortgage Advisors who join this firm consistently are delighted with their decision and appreciate the support the business provides. Financial AdvisorBenefits Self-employed role with OTE of £60,000 Clear commission structure with no fees Home based Financial Advisor job Our client is an appointed representative of one of the UKs leading networks which provides excellent induction training to enable you to achieve a flying start and on-going support and development Locations Home based Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Locations
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 local professionals in Somerset and Devon. Attend industry events, seminars, or workshops to meet potential clients and other financial advisors who can provide insights into the local market.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with individuals in your area. Share valuable content related to financial advice to establish yourself as a knowledgeable resource.
✨Tip Number 3
Consider reaching out to local businesses and offering free financial workshops or consultations. This not only builds your reputation but also helps you gain potential clients who may be looking for a financial advisor.
✨Tip Number 4
Research the specific needs and challenges faced by clients in Somerset and Devon. Tailor your approach and solutions to address these issues, demonstrating your understanding of the local market during interviews.
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, particularly any transferable clients you may have. Emphasise your achievements and how they align with the needs of the company.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the local market in Somerset and Devon. Mention why you want to join this specific business and how you can contribute to their growth.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications that demonstrate your expertise in financial services. This could include diplomas, degrees, or professional designations that are recognised in the industry.
Showcase Your Client Relationships: If you have existing client relationships, mention them briefly in your application. This shows that you have a proven track record and can bring value to the company from day one.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client Relationships
As a Financial Advisor, having transferable clients is crucial. Be prepared to discuss your existing client relationships and how you can bring value to the new company. Highlight any success stories or long-term partnerships you've built.
✨Demonstrate Local Knowledge
Since the role is based in Somerset or Devon, it's important to show your understanding of the local market. Research the economic landscape and any specific financial needs of the community. This will demonstrate your commitment and relevance to the area.
✨Prepare for Technical Questions
Expect to be asked about various financial products and services. Brush up on your knowledge of investment strategies, retirement planning, and risk management. Being able to answer technical questions confidently will showcase your expertise.
✨Emphasise Your Communication Skills
As a Financial Advisor, you'll need to explain complex financial concepts in a way that clients can understand. Prepare examples of how you've successfully communicated with clients in the past, and be ready to demonstrate your interpersonal skills during the interview.
