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For Companies At a Glance
- Tasks: Provide financial advice and manage client portfolios with a focus on investments and pensions.
- Company: Join a dynamic financial planning practice that values innovation and teamwork.
- Benefits: Enjoy 31 days of holiday, rising to 33, plus full back-office support.
- Why this job: Be part of a supportive team culture that prioritises positive outcomes for clients.
- Qualifications: Experience in financial services and a full driving licence are required.
- Other info: Opportunity for career growth in a holistic financial planning role.
The predicted salary is between 28800 - 48000 £ per year.
We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role. We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service. We have created an environment where the team’s attitude is always a “can-do”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes.
Requirements Responsibilities:
- To provide comprehensive financial advice to a portfolio of clients across investments, pensions, and protection.
- Setting up meetings, conducting in-depth reviews of clients’ financial circumstances.
- Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.
- Keeping up to date with legislation and meeting the regulatory aspects of the role.
- Undertake client acquisition by promoting client referral, networking with other professionals, and broader new business activities.
- Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests.
- CAS Achieved / Hold annual SPS (Statement of Professional Standing).
- Full Driving Licence.
- Experience working within a financial services background.
- Ability to build upon existing strong client relationships.
- Skills in acquiring and bringing on new clients.
Pension Holidays - 31 days rising to 33 days over 2 years.
Employed Financial Adviser - Polestar employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser - Polestar
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other financial advisers and potential clients. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also help you provide informed advice to clients, making you a more attractive candidate.
✨Tip Number 3
Consider obtaining additional certifications or qualifications relevant to financial advising. This demonstrates your commitment to professional development and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by practising common financial adviser scenarios. Be ready to discuss how you would handle client acquisition and relationship management, as these are key aspects of the role at StudySmarter.
We think you need these skills to ace Employed Financial Adviser - Polestar
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Employed Financial Adviser position. Tailor your application to highlight how your skills and experience align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your financial services experience, client relationship management skills, and any relevant qualifications. Use bullet points for clarity and ensure it is well-structured and easy to read.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that demonstrate your ability to provide comprehensive financial advice and your commitment to client satisfaction.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as investments, pensions, and protection. Be prepared to discuss how these products can meet client needs and how you would approach different financial situations.
✨Demonstrate Your Client Relationship Skills
Since building strong client relationships is crucial for this role, think of examples from your past experiences where you've successfully managed client relationships. Highlight your ability to listen, empathise, and provide tailored advice.
✨Showcase Your Networking Abilities
The job requires client acquisition through networking and referrals. Prepare to discuss your strategies for building a network and how you’ve successfully acquired new clients in the past. This will show your proactive approach to business development.
✨Stay Updated on Regulations
Being compliant with regulations is key in the financial services industry. Familiarise yourself with current legislation and be ready to discuss how you ensure compliance in your work. This demonstrates your professionalism and commitment to ethical practices.
