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For Companies At a Glance
- Tasks: Help clients manage their finances and provide top-notch customer service.
- Company: Join a vibrant financial advisory firm in Chesterfield with exciting growth plans.
- Benefits: Enjoy hybrid working, a lucrative bonus scheme, and comprehensive health coverage.
- Why this job: Make a real difference in clients' lives while thriving in a supportive environment.
- Qualifications: Must be QCF Level 4 qualified with experience in financial planning.
- Other info: Great team culture and full administrative support to help you succeed.
The predicted salary is between 45000 - 55000 £ per year.
Location: Chesterfield
Salary: £45,000 - £55,000 PA (OTE £80k - £100k) basic negotiated on experience
Hours: 09:00 - 17:00 Monday - Friday
The Client:
Our client is an established financial advisory business based in Chesterfield, offering a range of finance services to clients and helping them plan the best way to utilise their money for now and the future. The offices are a modern, vibrant place to work with good connection to transport links. The team is friendly, positive and looking to grow further with exciting development plans in place.
The Role:
This role is for an experienced QCF Level 4 qualified advisor, specifically for someone who already has that essential foundation in financial planning. If you want to feel valued in a supportive business, love to care for your clients and want to make a big difference to their lives, this could be your perfect opportunity! You must be able to offer first class customer service and clear communication lines, ensuring the company's reputation continues to grow positively.
They offer a fantastic work environment and benefits package, including:
- Great company culture
- Secure salary with high OTE
- Full administration support
- Paraplanning support
- Hybrid working
- Leads provided
- Kick started with clients
- Relaxed and supportive environment
- Lucrative bonus scheme on NEW and ONGOING business
- Group Life Cover
- Income Protection
- Private Medical Insurance
- 'Double' statutory pension contributions
- Potential Training agreement for Chartered qualifications
Financial Advisor in Chesterfield employer: Spire Recruitment Ltd
Contact Detail:
Spire Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Chesterfield
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those based in Chesterfield. Attend local finance-related events or join online forums to connect with potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific services offered by the company you're applying to. Understanding their unique selling points will allow you to tailor your conversations during interviews and demonstrate your genuine interest in their business.
✨Tip Number 3
Prepare to discuss your previous client success stories in detail. Highlight how your financial planning has positively impacted your clients' lives, as this aligns with the company's focus on providing first-class customer service.
✨Tip Number 4
Research the latest trends in financial advisory services and be ready to share your insights. Showing that you are up-to-date with industry developments will demonstrate your commitment to professional growth and your ability to provide valuable advice to clients.
We think you need these skills to ace Financial Advisor in Chesterfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your QCF Level 4 qualification and relevant experience in financial planning. Use specific examples that demonstrate your ability to provide excellent customer service and clear communication.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients and your desire to work in a supportive environment. Mention how your skills align with the company's values and their focus on client care.
Highlight Relevant Experience: In your application, emphasise any previous roles where you provided financial advice or worked in a similar capacity. Include details about your achievements and how they contributed to client satisfaction.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to join a growing team in Chesterfield. Mention the aspects of the role that appeal to you, such as the company culture and the potential for professional development.
How to prepare for a job interview at Spire Recruitment Ltd
✨Showcase Your Qualifications
Make sure to highlight your QCF Level 4 qualification during the interview. This is essential for the role, so be prepared to discuss how your training has equipped you to provide excellent financial advice.
✨Demonstrate Customer Service Skills
Since the role requires first-class customer service, think of examples from your past experiences where you've gone above and beyond for clients. Be ready to explain how you ensure clear communication and build strong relationships.
✨Research the Company Culture
Familiarise yourself with the company's values and culture. Since they pride themselves on a friendly and supportive environment, be prepared to discuss how you would fit into their team and contribute positively.
✨Prepare Questions About Development Opportunities
The company has exciting development plans in place, so come prepared with questions about potential career growth and training agreements for Chartered qualifications. This shows your interest in long-term commitment and professional development.
