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- Tasks: Serve an existing client bank and provide ongoing financial planning services.
- Company: Join a friendly, professional Independent Financial Advisors firm with over 20 years of experience.
- Benefits: Enjoy a salary of £60,000, bonuses, car allowance, and hybrid working options.
- Why this job: Make a real impact by delivering excellent service to clients while enjoying a supportive team culture.
- Qualifications: Must be an experienced Financial Advisor with Level 4 Diploma qualification.
- Other info: Regular office presence required for client meetings, but flexible working is available.
This employed Financial Advisor job in Fareham provides an opportunity for you to focus on servicing an existing client bank of circa £40m of FuM. The Directors of the business are looking to step back, therefore will be providing you with some of their clients to undertake the ongoing financial planning servicing. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with. Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements- You should be an experienced Financial Advisor
- You should be Level 4 Diploma qualified (DipFA or DipPFS)
- You should be motivated by providing clients with excellent ongoing service
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits- Salary of circa £60,000 plus bonuses
- Plus car allowance and mileage reimbursement
- Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person in the office
Location: Fareham
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
Network with other financial professionals in your area, especially those who may have connections to the firm. Attend local finance events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific services and values of the company. Understanding their approach to client service will allow you to tailor your conversations and demonstrate how you can contribute to their mission.
✨Tip Number 3
Prepare to discuss your experience with managing client relationships and providing ongoing service. Be ready to share specific examples that highlight your ability to maintain and grow a client bank effectively.
✨Tip Number 4
Show enthusiasm for the hybrid working model they offer. Be prepared to discuss how you can balance in-office client meetings with remote work, ensuring you remain accessible and responsive to clients' needs.
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 relevant qualifications like the Level 4 Diploma. Emphasise your ability to provide excellent client service and any previous successes in managing client portfolios.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to this specific role. Mention your experience with client servicing and how you can contribute to maintaining the high standards of service that the company is known for.
Showcase Relevant Experience: When detailing your work history, focus on roles where you provided financial advice or managed client relationships. Use specific examples to demonstrate your skills and achievements in these areas.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Client Management Skills
As a Financial Advisor, your ability to manage and service clients is crucial. Be prepared to discuss your experience with client relationships, how you've maintained them, and any strategies you've used to ensure client satisfaction.
✨Demonstrate Your Qualifications
Make sure to highlight your Level 4 Diploma qualifications (DipFA or DipPFS) during the interview. This will reassure the interviewers of your expertise and commitment to the profession.
✨Prepare for Questions on Financial Planning
Expect questions related to financial planning and advice. Brush up on current market trends and be ready to discuss how you would approach ongoing financial planning for the existing client bank.
✨Emphasise Your Teamwork and Support Skills
Since the role involves working closely with a back office support structure, highlight your experience in collaborating with paraplanners and administrative staff to deliver excellent service to clients.
