At a Glance
- 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 Surrey employer: RecruitAbility
At Recruitability, we pride ourselves on being an exceptional employer that values the growth and well-being of our employees. With a hybrid work structure, competitive salary, comprehensive health cover, and generous holiday allowance, we foster a supportive work culture that encourages professional development and work-life balance. Join us in Dorking, where your expertise as a Holistic Financial Planner will be recognised and rewarded in a dynamic and collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Holistic Financial Planner – Hybrid, £60k-£65k in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or using mock interview tools to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your analytical skills during interviews by discussing real-life examples of how you've solved complex financial problems. This will demonstrate your expertise and ability to provide tailored advice to clients.
✨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 the initiative to connect with us directly.
We think you need these skills to ace Holistic Financial Planner – Hybrid, £60k-£65k in Surrey
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, include instances where you've used these skills to solve problems or improve client outcomes. We want to see how you think!
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 don’t miss out on any important updates from us.
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 to demonstrate your analytical skills during the interview. Think of specific examples where you've used these skills to solve problems or improve client outcomes. This will help you stand out as a candidate who can provide tailored financial advice.
✨Tailor Your Answers
When answering questions, relate your responses back to the job description. Highlight your proven experience in financial planning and how it aligns with what they’re looking for. This shows that you understand the role and are genuinely interested in it.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, team dynamics, or how they support ongoing professional development. This not only shows your interest but also helps you gauge if the company is the right fit for you.
