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- Tasks: Provide tailored financial advice and manage client portfolios with a focus on compliance.
- Company: RecruitAbility Ltd, a dynamic firm based in Dorking.
- Benefits: Competitive salary, hybrid work, bonuses, health coverage, and pension contributions.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a growing team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and strong relationship-building skills.
The predicted salary is between 60000 - 65000 £ per year.
RecruitAbility Ltd, based in Dorking, is in search of a Financial Adviser to provide holistic and tailored financial advice. The ideal candidate will manage a portfolio of clients, ensuring compliance with FCA regulations while building strong relationships.
Responsibilities include:
- Client acquisition
- Ongoing financial reviews
- Ensuring the highest standards of service
In addition to a competitive salary of £60,000 - £65,000, the role offers a hybrid working structure, annual bonuses, health coverage, and a 5% pension contribution.
Holistic Financial Planner | Hybrid & Growth in Surrey employer: RecruitAbility Ltd
Contact Detail:
RecruitAbility Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Financial Planner | Hybrid & Growth in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their mission, especially in providing holistic financial advice.
✨Tip Number 3
Practice your pitch! Be ready to explain your approach to client acquisition and ongoing financial reviews. Highlight your ability to build strong relationships and ensure compliance with FCA regulations.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Holistic Financial Planner | Hybrid & Growth in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Holistic Financial Planner. Highlight your client management experience and any relevant qualifications to show us you’re the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about providing tailored financial advice and how you can build strong relationships with clients. Keep it personal and engaging!
Showcase Your Compliance Knowledge: Since compliance with FCA regulations is key, don’t forget to mention your understanding of these regulations in your application. We want to see that you’re not just knowledgeable but also committed to maintaining high standards.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at RecruitAbility Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around holistic planning and FCA regulations. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Showcase Relationship Building Skills
Since the role involves managing client relationships, think of examples where you've successfully built rapport with clients. Prepare to share specific stories that highlight your communication skills and ability to understand client needs.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations, like how you'd handle a difficult client or a compliance issue. Practise your responses to these scenarios so you can demonstrate your problem-solving skills and adherence to regulations.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.