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- Tasks: Help clients with their financial planning and build lasting relationships.
- Company: Join a supportive team focused on developing future financial leaders.
- Benefits: Enjoy a competitive salary, flexible working, and fun company events.
- Why this job: Great opportunity to grow your skills and make a real impact in clients' lives.
- Qualifications: Must have a Level 4 Diploma in Financial Planning or equivalent.
- Other info: Access in-house training and support to become a Chartered Financial Planner.
The predicted salary is between 24000 - 28000 £ per year.
This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business opportunities As a Financial Adviser, you will conduct in-depth annual reviews of their clients’ financial circumstances, reviewing their current arrangements and identifying future objectives. All advice should meet the compliance and T&C requirements. Trainee Financial Adviser Requirements * You must hold full Level 4 Diploma in Financial Planning or equivalent * This would be well suited to recently qualified Trainee Financial Adviser looking to develop their skills * You should have a positive approach towards technology and be confident talking to clients via video conferencing * You should be proactive in spotting new business opportunities Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Trainee Financial Adviser Benefits * Salary of £30,000 – £35,000 subject to experience and qualifications * Plus discretionary annual bonus, following completion of a year’s service * Flexible working with good holiday allowance and option to buy and sell holiday * Contributory pension scheme and death-in-service benefit * Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs etc Locations Bromsgrove Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Junior Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Familiarize yourself with the latest financial planning tools and software. Being tech-savvy will not only help you in your role but also impress potential employers who value a proactive approach to technology.
✨Tip Number 2
Network with other financial professionals in your area. Attend local finance-related events or join online forums to connect with experienced advisers who can provide insights and possibly refer you to job openings.
✨Tip Number 3
Prepare for video conferencing by practicing your communication skills. Since you'll be talking to clients this way, being confident and clear will set you apart from other candidates.
✨Tip Number 4
Stay updated on industry trends and regulations. Showing that you are knowledgeable about current financial issues will demonstrate your commitment to the field and your ability to provide valuable advice to clients.
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to emphasize your Level 4 Diploma in Financial Planning or any equivalent qualifications in your CV and cover letter. This is crucial as it aligns with the job requirements.
Showcase Your Client Interaction Skills: In your application, provide examples of how you've successfully interacted with clients in the past. Mention any experience you have with video conferencing, as this is a key part of the role.
Demonstrate Proactivity: Include specific instances where you've identified new business opportunities or improved client relationships. This will show that you have a proactive approach, which is highly valued in this position.
Tailor Your Application: Customize your CV and cover letter to reflect the specific responsibilities and benefits mentioned in the job description. This shows that you have a genuine interest in the role and understand what the company is looking for.
How to prepare for a job interview at Premier Jobs UK
✨Show Your Knowledge of Financial Planning
Make sure to brush up on your financial planning knowledge and be ready to discuss your understanding of the Level 4 Diploma in Financial Planning. This will demonstrate your commitment to the role and your ability to provide valuable advice to clients.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills, especially your comfort with video conferencing, as this is crucial for the role.
✨Be Proactive About Business Opportunities
Think of ways you can spot new business opportunities and be ready to share your ideas during the interview. This shows that you are proactive and have a growth mindset, which is essential for a Financial Adviser.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training programs and support for becoming a Chartered Financial Planner. This not only shows your interest in professional development but also helps you gauge if the company aligns with your career goals.
