Home Based Financial Consultant

Home Based Financial Consultant

Cambridge Full-Time 28800 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help families save, invest, and protect their finances from home.
  • Company: Join a dynamic team dedicated to financial well-being.
  • Benefits: Enjoy flexible remote work and a supportive work culture.
  • Why this job: Make a real impact on people's lives while building your career.
  • Qualifications: No prior experience needed; just a passion for helping others.
  • Other info: Work with a portfolio of existing clients and new enquiries.

The predicted salary is between 28800 - 42000 £ per year.

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suit…

Home Based Financial Consultant employer: Premier Jobs UK Limited

As a Home Based Financial Consultant, you will join a supportive and dynamic team that prioritises employee well-being and professional growth. Our company offers flexible working arrangements, comprehensive training programmes, and a culture that encourages collaboration and innovation, making it an ideal environment for those looking to make a meaningful impact in the financial sector from the comfort of their own home.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Home Based Financial Consultant

✨Tip Number 1

Familiarise yourself with the financial products and services we offer at StudySmarter. Understanding our portfolio will not only help you in your role but also impress us during the interview process.

✨Tip Number 2

Network with current Financial Consultants or professionals in the industry. Engaging in conversations can provide insights into the role and help you understand what we value in a candidate.

✨Tip Number 3

Prepare to discuss real-life scenarios where you've helped clients with their financial decisions. We love to hear about your problem-solving skills and how you can apply them to assist our policyholders.

✨Tip Number 4

Showcase your communication skills during the interview. As a Financial Consultant, you'll need to explain complex financial concepts clearly, so practice articulating your thoughts in a straightforward manner.

We think you need these skills to ace Home Based Financial Consultant

Financial Analysis
Investment Knowledge
Insurance Products Expertise
Retirement Planning
Customer Relationship Management
Communication Skills
Sales Skills
Problem-Solving Skills
Attention to Detail
Negotiation Skills
Time Management
Empathy
Regulatory Knowledge
Adaptability

Some tips for your application 🫡

Understand the Role: Take time to thoroughly read the job description for the Home Based Financial Consultant position. Understand the key responsibilities, such as reviewing life insurance and investment plans, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial consulting or related fields. Mention specific skills like customer service, financial analysis, and communication that are relevant to the role.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for helping families with their finances. Use examples from your past experiences to demonstrate how you can add value to the company and its clients.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.

How to prepare for a job interview at Premier Jobs UK Limited

✨Know Your Financial Products

Make sure you have a solid understanding of various financial products, including life insurance, savings plans, and investment options. This knowledge will help you answer questions confidently and demonstrate your expertise during the interview.

✨Prepare for Scenario Questions

Expect to be asked how you would handle specific client scenarios. Think about past experiences where you've successfully helped clients with their financial needs, and be ready to share these examples to showcase your problem-solving skills.

✨Showcase Your Communication Skills

As a Financial Consultant, you'll need to explain complex financial concepts in simple terms. Practice articulating your thoughts clearly and concisely, as effective communication is key to building trust with clients.

✨Research the Company

Familiarise yourself with the company's values, mission, and the services they offer. This will not only help you tailor your answers but also show your genuine interest in the role and the company during the interview.

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