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- Tasks: Provide holistic financial advice and analyse complex financial data for clients.
- Company: Join a dynamic team in Southampton, dedicated to delivering top-notch financial services.
- Benefits: Enjoy excellent remuneration, bonuses, and full administrative support.
- Why this job: Be part of a collaborative culture that values professionalism and client confidentiality.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have industry sales experience.
- Other info: Strong interpersonal skills are essential for success in this role.
The predicted salary is between 36000 - 60000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE.
We are currently looking to recruit Financial Advisers within our Southampton office to provide fully holistic financial advice to our clients.
Skills:
- Understanding complex information
- Analysing financial data
- Team building
- Collaboration
- Consistency
- Proficiency
- Professionalism
- Adaptability
- Research and analysis
- Client confidentiality
- Listening and communication
- Record keeping
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits:
- Excellent remuneration with bonus structure
- Full Administration Service
- Full Paraplanning Support
Financial Advisor employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working as Financial Advisors. Attend industry events or local meetups in Southampton to build connections and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the financial advice industry. This will not only enhance your knowledge but also demonstrate your commitment to staying updated during interviews.
✨Tip Number 3
Prepare for potential role-play scenarios that may be part of the interview process. Practising how to handle client interactions and complex financial situations can showcase your interpersonal skills effectively.
✨Tip Number 4
Research StudySmarter's values and mission. Understanding our approach to client service and financial advice will help you align your responses during interviews and show that you're a great fit for our team.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your UK Level 4 Diploma in Financial Advice in your CV and cover letter. This is a crucial requirement for the role, so it should be one of the first things the hiring team sees.
Showcase Your Skills: In your application, provide specific examples that demonstrate your understanding of complex financial information, your analytical skills, and your ability to communicate effectively with clients. Use bullet points for clarity.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the Southampton office. Mention your industry sales experience and how it has prepared you to provide holistic financial advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are essential in the financial sector.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your UK Level 4 Diploma in Financial Advice during the interview. Be prepared to discuss how your qualifications have equipped you to provide holistic financial advice.
✨Demonstrate Analytical Skills
Since understanding complex information is crucial, prepare examples of how you've successfully analysed financial data in the past. This will show your potential employer that you can handle the intricacies of financial advising.
✨Emphasise Team Collaboration
Financial advising often involves working with a team. Share experiences where you've collaborated effectively with others, showcasing your ability to build strong professional relationships.
✨Prepare for Client Scenarios
Be ready to discuss how you would handle various client situations. This could include maintaining confidentiality or adapting your approach based on individual client needs, demonstrating your professionalism and interpersonal skills.
