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- Tasks: Support the Head of Financial Planning and assist clients throughout their journey.
- Company: Join a dynamic consortium of professional services with a focus on growth and client relationships.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and generous holiday allowance.
- Why this job: Gain hands-on experience in financial planning while building your own client base.
- Qualifications: Must hold a Level 4 Diploma in Financial Planning or equivalent, with relevant industry experience.
- Other info: Work in a vibrant team environment with regular social events and excellent training opportunities.
The predicted salary is between 28800 - 48000 £ per year.
This employed Junior Financial Advisor job provides the opportunity to work alongside the Head of Financial Planning, with involvement in client activities aimed at becoming a Financial Advisor. Our client is a fast-paced growing consortium of professional services, with specialist divisions across financial planning, tax advisory, accountancy, law, and business consultancy. The group regularly deals with private clients and businesses.
You will be supporting the Head of Financial Planning, assisting clients throughout the full client journey, building your knowledge and confidence through involvement. While in your learning stage, you should also support the business in proactively generating new business and client opportunities. Our client regularly hosts webinars and seminars and frequently attends networking and professional events, all providing potential opportunities to generate enquiries.
Furthermore, you will be working within a group company of 90 in-house Advisors who specialise in their respective professional services, encouraging cross referrals. Any clients you generate would become part of the future client bank you would be responsible for once ready to provide advice in your own name.
Junior Financial Advisor Requirements
- You should hold a full Level 4 Diploma in Financial Planning or equivalent.
- You should have experience within the financial planning industry, such as a Trainee Financial Advisor, Paraplanner, or Client Executive.
- You should be proactive and confident in generating new business and able to convert enquiries into clients.
The Company
Our client is a dynamic group company comprising multi-disciplined professional services. They are a results-oriented business thriving in a fast-paced environment and enjoy building relationships with new and existing clients. The team enjoys socialising together and celebrating their success.
Financial Advisor Benefits
- Salary of circa £40,000.
- Several ways to earn bonuses including: new business on company leads and increased rate for self-generated, recurring income (once advising in your own name), engagement with company marketing, obtaining reviews, etc.
- Working from their office Monday to Thursday, with Friday from home.
- Company benefits include: 24 days holiday + Bank holidays, birthday off, private medical insurance, group life insurance, and monthly socials.
- Excellent training and development opportunities.
Locations: Finchley
Junior Financial Advisor employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Advisor
✨Tip Number 1
Get involved in networking events and webinars hosted by the company or within the financial planning industry. This will not only help you build connections but also give you insights into the latest trends and practices, making you a more attractive candidate.
✨Tip Number 2
Showcase your proactive approach by engaging with potential clients on social media platforms like LinkedIn. Share relevant content, comment on posts, and connect with industry professionals to demonstrate your enthusiasm for generating new business.
✨Tip Number 3
Familiarise yourself with the company's services and recent achievements. Being knowledgeable about their offerings and successes will allow you to speak confidently during interviews and show that you're genuinely interested in contributing to their growth.
✨Tip Number 4
Consider reaching out to current employees or alumni from similar roles to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations, helping you tailor your approach when applying.
We think you need these skills to ace Junior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, such as any roles as a Trainee Financial Advisor or Paraplanner. Emphasise your Level 4 Diploma in Financial Planning and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your proactive approach to generating new business and how you can contribute to the team’s success. Be sure to include examples of past experiences that demonstrate your confidence and ability to convert enquiries into clients.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Junior Financial Advisor, such as client relationship management, communication, and teamwork. Discuss your ability to support the Head of Financial Planning and your eagerness to learn from experienced advisors.
Showcase Your Interest in Professional Development: Mention your commitment to ongoing learning and development in the financial services industry. Highlight any relevant training or seminars you have attended, and express your interest in participating in the company's webinars and networking events.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially the concepts covered in your Level 4 Diploma. Be prepared to discuss how these principles apply to real-world scenarios, as this will demonstrate your understanding and readiness for the role.
✨Show Your Proactive Side
Since the role requires generating new business, think of examples from your past experiences where you took the initiative to attract clients or improve processes. Highlighting your proactive nature will show that you're a good fit for the fast-paced environment.
✨Prepare Questions About Client Engagement
During the interview, ask insightful questions about how the company engages with clients and generates leads. This shows your interest in the role and helps you understand how you can contribute to their client journey effectively.
✨Emphasise Team Collaboration
Given that you'll be working alongside the Head of Financial Planning and other advisors, share examples of how you've successfully collaborated in teams before. This will highlight your ability to work well within a group and support cross-referrals.
