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- Tasks: Manage client portfolios and provide tailored financial advice on investments and retirement.
- Company: Established financial planning firm in the heart of Central London.
- Benefits: Competitive salary, ongoing training, and professional development opportunities.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Strong technical knowledge, communication skills, and a Diploma Level 4 in Regulated Financial Planning.
- Other info: Full-time office-based role with great career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm in Central London is seeking a qualified Financial Adviser. The role involves managing an existing client portfolio, delivering customized financial advice across various areas such as investments and retirement planning.
Applicants should possess strong technical knowledge and communication skills, along with a Diploma Level 4 in Regulated Financial Planning. This full-time, office-based position offers a competitive salary and opportunities for ongoing training and professional development.
Financial Adviser: Grow Your Client Portfolio + Training employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser: Grow Your Client Portfolio + Training
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial professionals. You never know who might have a lead on your dream job or can offer valuable insights.
✨Tip Number 2
Show off your expertise! Prepare to discuss your technical knowledge in detail during interviews. Bring examples of how you've successfully managed client portfolios and delivered tailored advice.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. This will help you articulate your thoughts clearly and confidently when it counts.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right opportunities and stay updated on new roles. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Financial Adviser: Grow Your Client Portfolio + Training
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and experience relevant to the Financial Adviser role. We want to see how your skills align with managing client portfolios and delivering financial advice.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your communication prowess. Use clear and concise language in your application to reflect how you’d engage with clients.
Highlight Your Technical Knowledge: Don’t forget to mention your technical expertise in areas like investments and retirement planning. We’re looking for someone who can provide tailored advice, so make that shine through in your application.
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 during the process.
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss investments, retirement planning, and any recent changes in regulations. This will show that you're not just qualified but also genuinely interested in the field.
✨Tailor Your Approach
Before the interview, research the firm and understand their client base. Think about how your skills can specifically benefit their existing portfolio. This tailored approach will demonstrate your commitment and help you stand out.
✨Practice Your Communication Skills
As a Financial Adviser, clear communication is key. Practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to get comfortable with articulating your thoughts.
✨Show Enthusiasm for Training
Since the position offers ongoing training, express your eagerness to learn and grow. Share examples of how you've pursued professional development in the past, and be open about your goals for future training opportunities.
