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- Tasks: Guide clients in financial decisions and develop personalised business plans.
- Company: Supportive financial services firm with a focus on growth.
- Benefits: Flexible working, professional development, and a collaborative team atmosphere.
- Why this job: Join a dynamic team where your expertise can shine without micromanagement.
- Qualifications: DipFA qualification or equivalent and experience in financial advisory roles.
- Other info: Great opportunity for self-starters looking to grow their career.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm is seeking experienced Financial Advisors in Taunton to join their team without micromanagement. Advisors will receive leads but are also expected to self-generate business. Candidates must hold a DipFA qualification or equivalent, with experience in financial advisory roles and the ability to create a business plan. This position offers a supportive environment focused on professional growth.
Autonomous Financial Advisor - Lead Growth & Referrals in Taunton employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Autonomous Financial Advisor - Lead Growth & Referrals in Taunton
✨Tip Number 1
Network like a pro! Attend local financial events or join online forums where potential clients hang out. The more people you meet, the more leads you can generate!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advisory. Whether it's a blog post or a video, let potential clients see what you can offer.
✨Tip Number 3
Follow up on leads promptly! When you receive a lead, don’t wait around. Reach out quickly to show your enthusiasm and commitment to helping them with their financial needs.
✨Tip Number 4
Apply through our website! We’re all about making connections, so don’t hesitate to submit your application directly. It’s the best way to get noticed by our team!
We think you need these skills to ace Autonomous Financial Advisor - Lead Growth & Referrals in Taunton
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in financial advisory roles. We want to see how you've successfully generated business in the past, so don’t hold back on those achievements!
Business Plan Brilliance: Since creating a business plan is key for this role, include a brief overview of your approach in your application. We love seeing innovative ideas and strategies that can help us grow together!
Tailor Your Application: Make your application stand out by tailoring it to our specific needs. Use the job description as a guide and align your skills and experiences with what we’re looking for. It shows us you’re genuinely interested!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you’re well-versed in financial advisory principles and the specifics of the DipFA qualification. Brush up on your knowledge about self-generating leads and business planning, as these will likely come up during the interview.
✨Showcase Your Experience
Prepare to discuss your previous roles in financial advisory. Highlight specific examples where you successfully generated business or created effective business plans. This will demonstrate your capability and fit for the role.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm’s growth strategies and support for advisors. This not only shows your enthusiasm but also helps you gauge if the company aligns with your professional goals.
✨Emphasise Independence
Since the role involves minimal micromanagement, be ready to discuss how you thrive in independent work environments. Share examples of how you’ve successfully managed your own client relationships and business development efforts.
