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For Companies At a Glance
- Tasks: Join a supportive team as a Financial Advisor, helping clients with holistic financial planning.
- Company: A well-established, independent financial planning firm with over 30 years of experience.
- Benefits: Enjoy a competitive salary, generous pension contributions, and 25 days holiday plus bank holidays.
- Why this job: Be part of a values-driven culture focused on client relationships, not sales targets.
- Qualifications: Must be a qualified Financial Advisor, ideally Chartered or close to achieving this.
- Other info: Mainly office-based with flexible work options; no evening or weekend shifts.
The predicted salary is between 48000 - 72000 £ per year.
This employed Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Financial Advisor, you will be provided with clients with support to assist you in growing the portfolio to full capacity. Typically, the business advises HNW clients, with most of their growth coming from word-of-mouth referrals, long standing professional introducers and business enquiries. Our client does not have a sales targeted approach, therefore will not be forcing demanding targets on you. The goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Financial Advisor Requirements
- You must be a qualified and experienced Financial Advisor with strong technical expertise.
- Ideally, you should be Chartered qualified or close to achieving this.
- Our client is focused on values driven individuals who are motivated by delivering great service rather than chasing sales.
Financial Advisor Benefits
- Salary of up to £80,000 (negotiable) plus discretionary bonus.
- Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays, PMI and cash plan.
- Mainly office based role when not visiting clients, with up to 1 day at home for catching up on admin.
- No evenings or weekends work.
- Loyal team who enjoy working together and being valued for their input.
Locations
Folkestone
Financial Advisor in Folkestone 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 in Folkestone
✨Tip Number 1
Network with local professionals in Folkestone, especially those in finance or related fields. Attend local events or join community groups to build relationships that could lead to referrals or insights about the firm.
✨Tip Number 2
Research the values and culture of the firm thoroughly. Be prepared to discuss how your personal values align with theirs during any informal chats or interviews, as they prioritise a good cultural fit.
✨Tip Number 3
Showcase your technical expertise by staying updated on the latest financial regulations and trends. This will not only boost your confidence but also demonstrate your commitment to providing quality service.
✨Tip Number 4
Prepare to discuss your approach to client relationships. Since the firm values holistic financial planning, think of examples where you've successfully built long-term relationships with clients and how you can replicate that success.
We think you need these skills to ace Financial Advisor in Folkestone
Some tips for your application 🫡
Understand the Company Values: Before applying, take some time to understand the values and culture of the financial planning firm. Highlight how your personal values align with theirs in your application.
Tailor Your CV: Make sure your CV reflects your experience as a Financial Advisor, focusing on your technical expertise and any relevant qualifications. Emphasise your commitment to client service over sales targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for holistic financial planning and your ability to build strong client relationships. Mention specific examples from your past experiences that demonstrate these skills.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are Chartered or close to achieving this status. This will help you stand out as a qualified candidate who meets their requirements.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Technical Expertise
As a Financial Advisor, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss your qualifications and any relevant experience you have with high-net-worth clients, as this will show that you can meet the firm's standards.
✨Emphasise Client Relationships
Since the firm values building strong client relationships over chasing sales targets, highlight your experience in nurturing client connections. Share examples of how you've successfully maintained long-term relationships and provided holistic financial planning.
✨Align with Company Values
Research the company's values and culture before the interview. Be ready to explain how your personal values align with theirs, particularly regarding delivering quality service and doing what's right for clients. This will help you fit in with their team-oriented environment.
✨Prepare Questions About Team Dynamics
Given the importance of team camaraderie in this role, prepare thoughtful questions about the team's dynamics and how new joiners are integrated. This shows your interest in being a collaborative team member and helps you assess if the environment is right for you.
