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For Companies At a Glance
- Tasks: Provide expert financial advice and manage client relationships in a supportive environment.
- Company: Established financial planning firm with a strong reputation in Oxfordshire.
- Benefits: Competitive salary, hybrid working options, and a focus on work-life balance.
- Why this job: Join a team where you can thrive without the pressure of new client generation.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client-facing roles.
- Other info: Enjoy a collaborative culture with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A well-established financial planning firm in Oxfordshire is seeking an experienced Financial Adviser to manage an existing client portfolio without pressure for new client generation. This role involves providing regulated financial advice, conducting client review meetings, and maintaining strong relationships.
Candidates should possess a Level 4 Diploma in Financial Planning and relevant client-facing experience. This position offers a competitive salary and hybrid working options.
Client-Focused Financial Adviser - Hybrid Role employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client-Focused Financial Adviser - Hybrid Role
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client management. Tailor your answers to show how your experience aligns with their values and needs.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in managing client portfolios during interviews. This will help demonstrate your capability and build trust with potential employers.
✨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 are proactive about their job search!
We think you need these skills to ace Client-Focused Financial Adviser - Hybrid Role
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client management. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 Diploma and any relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've maintained strong client relationships and provided excellent financial advice.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and experiences that make you a great fit for this hybrid role.
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 our team!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the regulations and products relevant to the role. Being able to discuss specific strategies or case studies will show that you're not just qualified but also passionate about helping clients.
✨Showcase Your Client Relationship Skills
Since this role is all about managing existing client relationships, be ready to share examples of how you've successfully built and maintained client trust in the past. Think about specific situations where you went above and beyond for a client.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations with clients. Practise how you would handle various scenarios, such as a client unhappy with their portfolio performance. This will demonstrate your problem-solving skills and client-focused approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's culture, client demographics, or their approach to financial planning. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
