Financial Advisor (Southampton)

Financial Advisor (Southampton)

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
Q

At a Glance

  • Tasks: Provide holistic financial advice and support to clients in Southampton.
  • Company: Join a dynamic team dedicated to delivering top-notch financial services.
  • Benefits: Enjoy excellent remuneration, bonuses, and full administrative support.
  • Why this job: Make a real impact while developing your skills in a collaborative environment.
  • Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have industry sales experience.
  • Other info: Ideal for those passionate about finance and client relationships.

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 (Southampton) employer: Quilter Financial Planning

As a leading employer in the financial services sector, our Southampton office offers Financial Advisers an exceptional work environment characterised by collaboration and professionalism. We provide comprehensive support, including full administration and paraplanning services, ensuring you can focus on delivering holistic financial advice to clients. With competitive remuneration and a bonus structure, alongside opportunities for personal and professional growth, we are committed to fostering a culture where your skills and expertise can thrive.
Q

Contact Detail:

Quilter Financial Planning Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Advisor (Southampton)

✨Tip Number 1

Network with professionals in the financial sector, especially those who are already working as Financial Advisors. Attend local finance-related events or seminars in Southampton to make connections and learn more about the industry.

✨Tip Number 2

Familiarise yourself with the latest financial regulations and market trends. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role that requires understanding complex information.

✨Tip Number 3

Prepare to showcase your interpersonal skills during interviews. Practice active listening and effective communication techniques, as these are essential for building trust with clients and collaborating with team members.

✨Tip Number 4

Research StudySmarter's values and mission. Understanding our company culture will help you align your responses during interviews and show how you can contribute to our team in Southampton.

We think you need these skills to ace Financial Advisor (Southampton)

UK Level 4 Diploma in Financial Advice
Understanding complex financial information
Analytical skills
Team building and collaboration
Consistency and proficiency
Professionalism and adaptability
Research and analysis
Client confidentiality
Listening and communication skills
Record keeping
Industry sales experience
Strong understanding of the investment business
Excellent interpersonal skills

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 key requirement for the role, so it should be one of the first things the hiring team sees.

Showcase Your Experience: Detail any industry sales experience you have, particularly in financial services. Use specific examples to demonstrate how your past roles have prepared you for this position.

Emphasise Interpersonal Skills: Since excellent interpersonal skills are crucial for a Financial Advisor, provide examples of how you've successfully communicated with clients or worked within a team. This will help illustrate your ability to build relationships.

Tailor Your Application: Customise your CV and cover letter to reflect the specific skills and attributes mentioned in the job description. Use keywords from the listing to ensure your application aligns with what the company is looking for.

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. This is a crucial requirement, so be prepared to discuss how your education has equipped you with the necessary skills for the role.

✨Demonstrate Analytical Skills

Since the role involves understanding complex financial data, be ready to provide examples of how you've successfully analysed financial information in the past. This will show your potential employer that you can handle the demands of the job.

✨Emphasise Team Collaboration

Financial advising often requires working closely with others. Share experiences where you've collaborated effectively with colleagues or clients, showcasing your ability to build strong relationships and work as part of a team.

✨Prepare for Client Scenarios

Expect to be asked about how you would handle specific client situations. Prepare some scenarios where you provided holistic financial advice, demonstrating your professionalism and adaptability in various circumstances.

Financial Advisor (Southampton)
Quilter Financial Planning
Q
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