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- Tasks: Serve existing clients and provide ongoing financial advice with dedicated support.
- Company: Join a friendly, professional team of Independent Financial Advisors with over 20 years of experience.
- Benefits: Enjoy a salary around £60,000, bonuses, car allowance, and hybrid working options.
- Why this job: Make a real impact by delivering excellent service and building lasting client relationships.
- Qualifications: Must be an experienced Financial Advisor with Level 4 Diploma qualification.
- Other info: Regular office presence required for client meetings, but flexible working is available.
The predicted salary is between 42000 - 84000 £ per year.
Join to apply for the Financial Advisor role at Sahasraa Solutions. This employed Financial Advisor job in Fareham provides opportunity for you to focus on servicing an existing client bank. The business has existing clients available for you to takeover servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service.
In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with. Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice.
To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements- You should be an experienced Financial Advisor.
- You should be Level 4 Diploma qualified (DipFA or DipPFS).
- You should be motivated by providing clients with excellent ongoing service.
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits- Salary of circa £60,000 plus bonuses.
- Plus car allowance and mileage reimbursement.
- Hybrid, flexible working with need to be in the office 3 or 4 times a week to meet clients in-person.
Fareham.
Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial advisors in your area. Attend local finance-related events or join professional groups to meet potential colleagues and clients. This can help you gain insights into the local market and may lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific services offered by Sahasraa Solutions. Understanding their client base and service model will allow you to tailor your approach when discussing how you can contribute to their team.
✨Tip Number 3
Prepare to discuss your experience with client management and ongoing service delivery. Highlighting your ability to maintain and grow client relationships will be crucial, as this role focuses on servicing an existing client bank.
✨Tip Number 4
Showcase your adaptability to hybrid working environments. Since the role requires a mix of office presence and remote work, demonstrating your ability to manage your time effectively in both settings will be beneficial.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly any relevant qualifications like the Level 4 Diploma. Emphasise your ability to provide excellent client service and any previous successes in managing client portfolios.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying to Sahasraa Solutions. Mention how your skills align with their focus on client service and your enthusiasm for taking over an existing client bank.
Showcase Relevant Experience: When detailing your work history, focus on roles where you provided financial advice or managed client relationships. Use specific examples to demonstrate your expertise and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Client Base
Familiarise yourself with the existing client bank that you will be servicing. Understand their needs and how you can provide excellent ongoing service to ensure their financial planning is in good hands.
✨Showcase Your Qualifications
Be prepared to discuss your Level 4 Diploma qualifications (DipFA or DipPFS) in detail. Highlight how your expertise aligns with the requirements of the role and how it can benefit the clients.
✨Demonstrate Your Service Ethic
Emphasise your motivation for providing exceptional client service. Share examples from your past experiences where you went above and beyond to meet client needs, as this is crucial for the role.
✨Prepare for Hybrid Working Questions
Since the role involves hybrid working, be ready to discuss how you manage your time effectively between office presence and remote work. Highlight your adaptability and commitment to client meetings in person.
