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- Tasks: Help clients manage their finances and provide tailored advice.
- Company: Join a family-run IFA firm with a strong reputation in Bristol.
- Benefits: Flexible hours, competitive salary based on experience, and potential for remote work.
- Why this job: Elevate your career while making a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Adviser is essential; client retention skills are a plus.
- Other info: Full-time or part-time options available to fit your lifestyle.
The predicted salary is between 43200 - 72000 £ per year.
Independent Financial Adviser | Employed or Self-Employed | Aztec West, Bristol | Full-Time or Part-Time | Salary depends on experience and level of existing client retention Are you a passionate, experienced Financial Adviser ready to take your career to the next level? Our client is a directly authorised, family-run IFA firm based in Aztec West, Bristol, seeking a dedicated professional to join t…
Independent Financial Adviser employer: Talent Finder
Contact Detail:
Talent Finder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with other financial professionals in the Bristol area. Attend local finance events or join online forums to connect with potential colleagues and clients, which can help you understand the market better.
✨Tip Number 2
Research the specific needs of clients in the Aztec West area. Tailoring your approach to meet the unique financial goals of local residents can set you apart from other candidates.
✨Tip Number 3
Consider obtaining additional certifications or training that are relevant to the financial advising field. This not only enhances your skills but also demonstrates your commitment to professional growth.
✨Tip Number 4
Prepare to discuss your existing client retention strategies during the interview. Highlighting your success in maintaining and growing client relationships will show your value to the firm.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Independent Financial Adviser position. Understand the key responsibilities and required qualifications to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial advising. Include specific examples of how you've helped clients achieve their financial goals and any relevant certifications you hold.
Showcase Client Retention Skills: Since the role mentions client retention, be sure to highlight your success in maintaining and growing client relationships. Provide metrics or anecdotes that demonstrate your ability to retain clients over time.
Personalize Your Application: Address your application to the hiring manager if possible, and express why you are particularly interested in working with this family-run IFA firm. A personal touch can make your application stand out.
How to prepare for a job interview at Talent Finder
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for the financial advising field. Share specific experiences that highlight your passion and commitment to helping clients achieve their financial goals.
✨Demonstrate Client Retention Strategies
Since the role emphasizes existing client retention, be prepared to discuss your strategies for maintaining and growing client relationships. Provide examples of how you've successfully retained clients in the past.
✨Understand the Company Culture
Research the family-run aspect of the firm and be ready to discuss how you align with their values. Showing that you understand and appreciate their culture can set you apart from other candidates.
✨Prepare Questions About the Role
Have thoughtful questions ready about the position and the firm. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
