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- Tasks: Help clients with investments and pensions while building your own client portfolio.
- Company: Join a thriving firm in Thornton-Cleveleys known for quality lead generation.
- Benefits: Enjoy a steady stream of high-quality leads and opportunities for growth.
- Why this job: This role offers a chance to make a real impact on clients' financial futures.
- Qualifications: CAS status is required; ideal for motivated individuals ready to grow.
- Other info: Permanent position with potential for rapid client onboarding.
The predicted salary is between 36000 - 60000 £ per year.
This employed Financial Advisor job in Thornton-Cleveleys is ideal for Financial Advisors holding CAS status who want a quality lead source and are able to grow with the company.
Our client has excellent lead sources, which produce regular, high quality leads with a high conversion rate. This should enable you to onboard 1-2 new clients each week whilst you build your portfolio of clients.
Financial Advisor (Investments / Pensions) (Permanent) 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 (Investments / Pensions) (Permanent)
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other Financial Advisors. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in investments and pensions. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Prepare to discuss your approach to client onboarding and relationship management. Since the role involves building a portfolio, showcasing your strategies for acquiring and retaining clients can set you apart from other candidates.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, mission, and the specific lead sources they provide. Tailoring your conversation to align with their goals can demonstrate your genuine interest in the position.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities and expectations of a Financial Advisor in investments and pensions. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Your CAS Status: Since the position requires CAS status, make sure to prominently mention this in your CV and cover letter. Explain how your qualifications and experience make you a suitable candidate for this role.
Showcase Your Client Management Skills: Emphasise your ability to onboard new clients and manage relationships effectively. Provide examples of how you've successfully built and maintained client portfolios in previous roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in working with them and how you can contribute to their success with your skills and experience.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your CAS Status
Make sure to highlight your CAS status during the interview. This is a key requirement for the role, and demonstrating your qualifications will show that you are serious about the position.
✨Discuss Lead Generation Strategies
Be prepared to discuss how you can leverage the excellent lead sources mentioned in the job description. Share any past experiences where you've successfully converted leads into clients, as this will demonstrate your ability to thrive in this role.
✨Emphasise Client Relationship Building
Talk about your approach to building and maintaining client relationships. Since the role involves onboarding new clients regularly, showcasing your interpersonal skills and strategies for client retention will be crucial.
✨Research the Company
Familiarise yourself with the company’s values, mission, and any recent news. This will not only help you answer questions more effectively but also allow you to ask insightful questions, showing your genuine interest in the role and the company.
