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For Companies At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: A values-driven, independently owned financial planning firm in Folkestone.
- Benefits: Competitive salary, flexible working, and a supportive team environment.
- Why this job: Join a loyal team focused on quality service, not sales targets.
- Qualifications: Must be a qualified Financial Advisor with strong technical skills.
- Other info: Enjoy a collaborative culture with no evening or weekend work.
The predicted salary is between 36000 - 60000 £ per year.
This employed Chartered 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 right by the client and helping through their technical expertise.
In your role as a Chartered 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 ensures that new joiners have the right fit within the team.
The Company
Our client has been established for over 30 years, and the business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Chartered 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 attribution-driven individuals who are motivated by delivering great service rather than chasing sales.
Chartered Financial Advisor Benefits
- Competitive salary to be discussed.
- 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
Chartered Financial Advisor in Hawkinge employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Advisor in Hawkinge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend local events, join online forums, or even reach out to professionals on LinkedIn. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show your passion for client relationships! When you get the chance to chat with potential employers, make sure to highlight your commitment to delivering quality service. Share examples of how you've built strong client connections in the past – it’s all about demonstrating that you’re a great fit for their values-driven culture.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their approach to financial planning and be ready to discuss how you can contribute to their organic growth. Tailor your answers to reflect their focus on holistic planning and client satisfaction – it’ll show you’re genuinely interested in being part of their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of standing out from the crowd. Let’s get you that Chartered Financial Advisor position!
We think you need these skills to ace Chartered Financial Advisor in Hawkinge
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you connect with our values and your commitment to delivering quality service to clients.
Highlight Your Technical Expertise: Make sure to showcase your qualifications and experience as a Chartered Financial Advisor. We’re looking for someone with strong technical skills, so don’t hold back on detailing your expertise in your application.
Emphasise Relationship Building: Since we value strong client relationships, share examples of how you've built rapport with clients in the past. We want to know how you approach client interactions and maintain those connections over time.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity to join our team in Folkestone.
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your technical expertise before the interview. Familiarise yourself with the latest financial regulations and trends, especially those relevant to high-net-worth clients. This will show that you're not just qualified but also passionate about the field.
✨Emphasise Relationship Building
Since the firm values strong client relationships over sales targets, be prepared to discuss your approach to building rapport with clients. Share specific examples of how you've successfully nurtured client relationships in the past.
✨Show Your Team Spirit
This company prides itself on its culture and camaraderie, so highlight your ability to work well in a team. Talk about experiences where you've collaborated effectively with colleagues or contributed to a positive team environment.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your interest in the firm's values and growth. Inquire about their approach to client service and how they support their advisors in achieving holistic financial planning. This shows you're genuinely interested in being part of their team.
