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For Companies At a Glance
- Tasks: Help clients with financial planning and assessments while conducting product research.
- Company: Join a supportive team in Taunton, delivering exceptional financial services.
- Benefits: Enjoy a competitive salary, generous bonuses, and opportunities for career progression.
- Why this job: This role offers growth potential and a chance to make a real impact in clients' lives.
- Qualifications: Must be Level 4 qualified with experience in financial planning and strong communication skills.
- Other info: Hybrid working options available; connect with talented professionals and advance your career.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Financial Advisor
Location: Taunton, Hybrid Working
Salary: Basic Salary up to £50,000 DOE with a generous bonus scheme. Achievable OTE of £100k year one. Plus benefits.
Are you a Financial Advisor looking for an exciting new challenge/opportunity? Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client delivers exceptional financial planning service to their clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.
Key Responsibilities required Financial Advisor:
- Assessing & identifying financial needs for new and existing clients
- Conducting product research
- Implementing money laundering processes
- Providing holistic financial planning services
- Conducting lifestyle planning assessments
- Presenting financial recommendations to clients
- Conducting client financial reviews
- Keeping up to date with regulatory changes
- Networking with professional partners
- Contributing to marketing initiatives
- Maintaining an up-to-date Statement of Professional Standing
- Participating in ongoing CPD activities
Requirements for the Financial Advisor:
- Level 4 qualified (Diploma in Financial Planning)
- Experience in an authorised financial planning role with competent adviser status
- Strong ambition and attention to detail
- Excellent communication and interpersonal skills
How to Apply: Please contact Marie McDermott on 02030964533 or email marie.mcdermott@tate.co.uk to discuss this superb opportunity.
Financial Advisor employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to leverage your existing network. Reach out to former colleagues, clients, or industry contacts who might have insights or connections within the company. Networking can often lead to referrals, which significantly boosts your chances of landing the job.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to professional development.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully assessed client needs and implemented financial strategies in the past. Being able to articulate your experience clearly will set you apart from other candidates.
✨Tip Number 4
Familiarize yourself with the company's values and mission. Tailoring your conversation to align with their goals during networking or interviews can show that you're a great cultural fit and genuinely interested in contributing to their success.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of a Financial Advisor. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Qualifications: Clearly state your Level 4 qualification (Diploma in Financial Planning) and any relevant experience in financial planning roles. Use specific examples to demonstrate your competence and achievements.
Showcase Communication Skills: Since excellent communication and interpersonal skills are crucial for this role, provide examples of how you've successfully communicated complex financial information to clients or colleagues in the past.
Express Your Ambition: Convey your ambition and attention to detail in your application. Discuss your career goals and how this position aligns with your aspirations, especially regarding progression to board level.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in financial planning. Be prepared to discuss how your background aligns with the requirements of the role.
✨Demonstrate Your Communication Skills
As a Financial Advisor, strong communication is key. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial concepts or past client interactions.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've assessed clients' financial needs or conducted product research in previous roles.
✨Research the Company Culture
Understand the company's values and work environment. Be ready to discuss how you can contribute to their team and align with their mission of delivering exceptional financial planning services.
