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- Tasks: Help clients achieve their financial goals with tailored strategies and quality leads.
- Company: Join a respected IFA firm known for its success and client-focused approach.
- Benefits: Enjoy a competitive salary, holiday pay, and the flexibility of remote work.
- Why this job: This role offers growth opportunities, comprehensive support, and a chance to make a real impact.
- Qualifications: Must be Level 4 Diploma qualified with CAS status; experience preferred but not mandatory.
- Other info: Self-employed option available for those seeking more independence.
The predicted salary is between 32000 - 60000 £ per year.
Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser. Your goal is to understand your client’s current and future goals and design easy to understand strategies matching their objectives. Alongside servicing the clients provided, you should look to convert business opportunities provided to you from their company marketing initiatives. Plus, you should build the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media. You will deliver advice to clients through a mixture of in-person at the clients’ home or business premises, virtually by Microsoft Teams or in one of the company’s regional offices. Financial Advisor Requirements * You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice * Our client is happy to consider individuals relatively early in their advising career, through to highly experienced) * You should have a proven, demonstrable track record in being able to c…
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to highlight your Level 4 Diploma and CAS status during any conversations. This will show that you meet the essential qualifications and are serious about your role as a Financial Advisor.
✨Tip Number 2
Network with other financial professionals in the Newbury, Andover, and Basingstoke areas. Building relationships can lead to referrals and insights into the local market, which is crucial for your success.
✨Tip Number 3
Utilize social media platforms to showcase your expertise and connect with potential clients. Sharing valuable content can help you establish credibility and attract business opportunities.
✨Tip Number 4
Be prepared to discuss your track record in converting business opportunities. Have specific examples ready to demonstrate your skills and how you can contribute to the firm's success.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma qualifications and any relevant experience as a Financial Advisor. Emphasize your track record in converting business opportunities and your client servicing skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your experience aligns with their needs, particularly your ability to understand clients' goals and design strategies that meet those objectives.
Showcase Your Skills: Highlight specific skills that are relevant to the position, such as your proficiency in using Microsoft Teams for virtual meetings, your networking abilities, and your experience with social media for client engagement.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client relationships and how you would handle the transition of an existing client bank. Prepare examples of how you've successfully converted business opportunities in the past.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and CAS status during the interview. Discuss how your qualifications have prepared you to understand and meet clients' financial goals.
✨Demonstrate Your Track Record
Be ready to share specific examples of how you've successfully converted business opportunities in the past. This will help illustrate your ability to drive results and build a client portfolio.
✨Emphasize Client-Centric Approach
Discuss your strategies for understanding clients' needs and how you tailor your advice accordingly. Show that you prioritize building strong relationships and delivering personalized service.
✨Prepare for Virtual and In-Person Scenarios
Since the role involves both virtual meetings and in-person consultations, practice discussing your approach to each format. Be ready to explain how you adapt your communication style to suit different client preferences.
