Autonomous Financial Advisor - Lead Support & Growth in Taunton
Autonomous Financial Advisor - Lead Support & Growth

Autonomous Financial Advisor - Lead Support & Growth in Taunton

Taunton Full-Time 28800 - 48000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients as a Financial Advisor and grow your own business.
  • Company: Dynamic financial services firm in Taunton with a focus on independence.
  • Benefits: Flexible work environment, professional growth opportunities, and lead support.
  • Why this job: Join a supportive team and make a real impact in clients' financial journeys.
  • Qualifications: DipFA qualification or equivalent and experience in financial advisory roles.
  • Other info: No micromanagement, perfect for self-motivated individuals.

The predicted salary is between 28800 - 48000 Β£ per year.

A financial services firm in Taunton is seeking experienced Financial Advisors to join their team without micromanagement. Advisors will be provided with leads and are expected to also self-generate business. Candidates must hold a DipFA qualification or equivalent. The ideal candidate should have experience in financial advisory roles and the ability to create a business plan. This role offers a supportive environment focused on professional growth.

Autonomous Financial Advisor - Lead Support & Growth in Taunton employer: Premier Jobs UK

Join a dynamic financial services firm in Taunton that champions autonomy and professional development for its Financial Advisors. With a culture that prioritises support over micromanagement, you will have access to valuable leads while also being encouraged to cultivate your own business. This role not only offers competitive benefits but also fosters an environment where your growth and success are paramount.
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Contact Detail:

Premier Jobs UK Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Autonomous Financial Advisor - Lead Support & Growth in Taunton

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at the firm.

✨Tip Number 2

Show off your skills! Prepare a solid pitch that highlights your experience and how you can contribute to the firm's growth. Practice makes perfect, so rehearse it until you can deliver it confidently.

✨Tip Number 3

Be proactive! Don’t just wait for leads to come to you; think of creative ways to self-generate business. Consider hosting webinars or workshops to showcase your expertise and attract potential clients.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Autonomous Financial Advisor - Lead Support & Growth in Taunton

Financial Advisory
DipFA Qualification
Business Plan Creation
Lead Generation
Self-Motivation
Client Relationship Management
Communication Skills
Analytical Skills
Problem-Solving Skills
Professional Growth Orientation

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 navigated similar situations and what skills you bring to the table.

Business Plan Brilliance: Since creating a business plan is key for this role, don’t shy away from mentioning any relevant plans you've developed in the past. We love seeing your strategic thinking and how you can self-generate business!

Keep It Professional Yet Personal: While we appreciate professionalism, we also want to get a sense of who you are. Use a friendly tone that reflects your personality, but keep it relevant to the financial services industry.

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!

How to prepare for a job interview at Premier Jobs UK

✨Know Your Stuff

Make sure you brush up on your financial knowledge and the specifics of the DipFA qualification. Be ready to discuss your previous advisory roles and how you've successfully generated business in the past.

✨Showcase Your Business Plan Skills

Prepare a mock business plan that highlights your strategies for self-generating leads. This will demonstrate your proactive approach and ability to think strategically, which is crucial for this role.

✨Emphasise Independence

Since the firm values a non-micromanaged environment, be prepared to discuss how you thrive when given autonomy. Share examples of how you've successfully managed your own client relationships and business growth without constant oversight.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's support for professional growth and how they foster an independent working environment. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Autonomous Financial Advisor - Lead Support & Growth in Taunton
Premier Jobs UK
Location: Taunton
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  • Autonomous Financial Advisor - Lead Support & Growth in Taunton

    Taunton
    Full-Time
    28800 - 48000 Β£ / year (est.)
  • P

    Premier Jobs UK

    50-100
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