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- Tasks: Help clients with financial planning and provide holistic advice.
- Company: Join a dynamic team focused on client relationships and investment success.
- Benefits: Enjoy full paraplanning support and development towards Chartered status.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Diploma in Financial Advice and some industry sales experience required.
- Other info: Work UK-wide with a supportive team and opportunities for professional growth.
The predicted salary is between 28800 - 48000 £ per year.
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If you\’ve answered \’yes\’ to any or all of the above, then you are EXACTLY who I am looking for!
Requirements
Responsibilities:
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
- Understanding complex information – Analysing financial data
- Research and analysis – Client confidentiality
- Listening and communication – Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
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Employed Financial Adviser UK Wide 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 UK Wide
✨Tip Number 1
Network with professionals in the financial sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role of an Employed Financial Adviser.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your understanding but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Practice your communication skills. As a Financial Adviser, you'll need to explain complex information clearly to clients, so consider role-playing scenarios with friends or family to build your confidence.
✨Tip Number 4
Research StudySmarter's values and mission. Tailoring your approach to align with our company culture can make a significant difference in how you present yourself during the application process.
We think you need these skills to ace Employed Financial Adviser UK Wide
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning and sales. Emphasise your Diploma in Financial Advice and any specific achievements that demonstrate your understanding of the investment business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal skills and ability to analyse complex financial data. Mention how your experience aligns with the responsibilities of providing holistic financial advice and supporting client relationships.
Highlight Relevant Skills: In your application, clearly outline your skills in research, analysis, and communication. Provide examples of how you've maintained client confidentiality and kept accurate records in previous roles.
Show Enthusiasm for Development: Express your eagerness to achieve Chartered status and how you value ongoing professional development. This shows your commitment to the industry and aligns with the company's support for career growth.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning and investment strategies. Brush up on recent market trends and be ready to explain how you would apply this knowledge to help clients.
✨Demonstrate Strong Communication Skills
As an Employed Financial Adviser, you'll need excellent interpersonal skills. Practice articulating complex financial concepts in a way that's easy for clients to understand. Consider role-playing with a friend to refine your approach.
✨Highlight Your Experience
Share specific examples from your previous roles that demonstrate your ability to provide holistic financial advice and support client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare Questions for the Interviewer
Show your interest in the role by preparing thoughtful questions about the company's approach to client relationships and professional development opportunities. This will also help you assess if the company is the right fit for you.
