At a Glance
- Tasks: Deliver high-quality financial advice and manage client relationships.
- Company: Leading independent wealth management firm with a strong brand.
- Benefits: Up to £55k salary, generous bonuses, and hybrid working after training.
- Other info: Full training provided with excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: CAS status and 2 years' experience in financial planning required.
The predicted salary is between 50000 - 55000 £ per year.
Location: Maidstone. Desk Based
Salary: up to £55k DOE plus generous bonus scheme and benefits.
Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office.
About the Company
The company is a leading independent wealth management firm, renowned for delivering client-focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment for the right person with full company training and career development.
The Opportunity
This is a very exciting opportunity for a Desk Based Financial Advisor to join an established growing financial planning firm. You will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the firm. The proposition is our firm's digital proposition designed to service clients remotely using our in-house platform designed to service new and existing clients efficiently and traditional platform clients.
Financial Advisor duties and responsibilities
- Deliver high-quality telephone/video-based reviews & holistic financial advice
- Manage and service an existing client bank
- Support the rollout of a new digital platform and collaborate in test-and-learn phases
- Move clients onto the appropriate service level
- Complete most admin/report writing (support provided for complex cases)
- Create bespoke financial plans tailored to client goals
- Maintain accurate records & meet Consumer Duty requirements
- Represent the business professionally and work closely with your support team
What We're Looking For
- CAS status essential
- Minimum 2 years' experience in an IFA/financial planning role
- Level 4 Diploma (Chartered progression desirable)
- Networking: You are able to network with professional connections and cultivate new business introductions.
- Strong technical knowledge across pensions, trusts & IHT
- Detail-driven, client-focused, proactive, and confident using CRMs/digital tools
- Strong relationship-building skills
- Intelligent Office experience is a bonus
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Financial Advisor in Maidstone employer: Tate Cambridge
As a leading independent wealth management firm based in Maidstone, we pride ourselves on our client-focused approach and commitment to delivering the highest standard of financial planning. Our dynamic work culture fosters professional growth through comprehensive training and development opportunities, while our hybrid working model allows for a balanced lifestyle. Join us to be part of a rapidly expanding team that values innovation and collaboration, ensuring you thrive in your role as a Financial Advisor.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Maidstone
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate your experience and how it aligns with the role of a Financial Advisor. Keep it concise but impactful – think of it as your personal brand statement.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position and the company.
We think you need these skills to ace Financial Advisor in Maidstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in financial planning and any relevant qualifications, like your Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Client Focus:Since we pride ourselves on client-focused service, make sure to include examples of how you've delivered high-quality advice in the past. We want to know how you build relationships and ensure client satisfaction!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen to join our dynamic team!
How to prepare for a job interview at Tate Cambridge
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, trusts, and inheritance tax. The company is looking for someone with strong expertise, so be ready to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Client Focus
Prepare examples of how you've delivered high-quality financial advice in the past. Think about specific instances where you tailored financial plans to meet client goals, as this will demonstrate your client-centric approach.
✨Familiarise Yourself with Digital Tools
Since the role involves using a digital platform, it’s a good idea to get comfortable with any relevant CRMs or digital tools. If you have experience with Intelligent Office, make sure to highlight that during the interview.
✨Network Like a Pro
The ability to network and cultivate new business introductions is key. Prepare to discuss your networking strategies and any successful connections you've made in the past. This shows you're proactive and ready to contribute to the firm's growth.
