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- Tasks: Provide tailored financial advice and manage client portfolios with compliance.
- Company: Join a reputable firm in Dorking with a focus on client success.
- Benefits: Enjoy a competitive salary, hybrid work, health cover, and 25 days holiday.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while advancing your financial career.
- Qualifications: Proven experience in financial planning and a Level 4 Diploma required.
The predicted salary is between 60000 - 65000 £ per year.
Recruitability is seeking a Financial Adviser in Dorking to provide tailored financial advice to clients. This role involves managing a portfolio, conducting detailed fact-finding, and ensuring compliance with FCA regulations.
The ideal candidate will have:
- Proven experience in financial planning
- Strong analytical skills
- A Level 4 Diploma in Financial Planning
The position offers a salary of £60,000 - £65,000, a hybrid work structure, health cover, and 25 days holiday.
Holistic Financial Planner – Hybrid, £60k-£65k in Dorking employer: RecruitAbility
Contact Detail:
RecruitAbility Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Financial Planner – Hybrid, £60k-£65k in Dorking
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a new role. You never know who might have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your FCA regulations knowledge. Make sure you can discuss how you've ensured compliance in your previous roles. This will show potential employers that you're not just qualified, but also serious about the industry standards.
✨Tip Number 3
Practice your fact-finding skills! Role-play with a friend or mentor to simulate client meetings. This will help you articulate your approach to tailored financial advice and demonstrate your analytical skills during interviews.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to potential employers. Plus, it shows you're proactive and genuinely interested in the role.
We think you need these skills to ace Holistic Financial Planner – Hybrid, £60k-£65k in Dorking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning expertise and any relevant qualifications, like your Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the role. Share specific examples of how you've provided tailored financial advice and managed portfolios in the past.
Showcase Your Analytical Skills: Since strong analytical skills are key for this role, don’t forget to mention any tools or methods you use to analyse financial data. We want to see how you approach problem-solving!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at RecruitAbility
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience with managing portfolios and conducting detailed fact-finding. Familiarise yourself with FCA regulations, as they’ll likely ask how you ensure compliance in your previous roles.
✨Showcase Your Analytical Skills
Prepare examples that highlight your strong analytical skills. Think of specific situations where your analysis led to successful outcomes for clients. This will demonstrate your ability to provide tailored financial advice effectively.
✨Understand the Company Culture
Research Recruitability and their approach to financial advising. Understanding their values and how they operate will help you align your answers with what they’re looking for. It shows you’re genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their client base, the tools they use for financial planning, or how they support their advisers in professional development. This not only shows your interest but also helps you gauge if it’s the right fit for you.