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For Companies At a Glance
- Tasks: Help clients with financial planning and investment advice while building strong relationships.
- Company: Join a dynamic team in Hertfordshire focused on delivering tailored financial solutions.
- Benefits: Enjoy competitive pay, flexible working, and support for your career growth.
- Why this job: Be part of an inclusive culture that values professional development and client success.
- Qualifications: You need a Level 4 Diploma and be working towards Level 6 Chartered status.
- Other info: This is a full-time, hybrid role with opportunities to use cutting-edge financial tools.
The predicted salary is between 36000 - 60000 £ per year.
Job Title: Chartered Financial Advisor (Level 6 or Working Towards)
Location: Hertfordshire
Salary: Competitive + Bonus + Benefits
Contract Type: Full-Time / Permanent, hybrid working.
About the Role:
Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.
Key Responsibilities:
- Provide holistic financial planning and investment advice to individual and corporate clients.
- Build and maintain strong client relationships through regular reviews and proactive communication.
- Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
- Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
- Stay up to date with market trends, regulatory changes, and product developments.
- Maintain accurate records and ensure compliance with FCA regulations and company policies.
Requirements:
- Level 6 Chartered Financial Planner qualification (or actively working towards).
- Minimum Level 4 Diploma in Regulated Financial Planning.
- Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
- Strong interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Commitment to continuous professional development.
What our clint offers:
- Competitive salary and performance-based bonus.
- Flexible working arrangements.
- Support for further qualifications and career progression.
- Access to cutting-edge financial planning tools and resources.
- Inclusive and collaborative company culture.
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
Network with professionals in the financial advisory field. Attend industry events, webinars, or local meetups to connect with other advisors and potential clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest market trends and regulatory changes. Subscribe to financial news outlets and join relevant online forums. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies. Informational interviews can provide valuable insights into the company culture and expectations for the Financial Advisor role.
✨Tip Number 4
Prepare for potential case study interviews by practising your financial planning skills. Be ready to showcase how you would approach client scenarios, as this is often a key part of the interview process for financial advisory positions.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advisory or wealth management, especially with UHNW/HNW individuals. Emphasise your qualifications, particularly if you have a Level 6 Chartered Financial Planner qualification or are working towards it.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your client-focused approach. Mention specific examples of how you've built strong client relationships and provided tailored financial solutions in the past.
Highlight Continuous Professional Development: In your application, emphasise your commitment to continuous professional development. Mention any relevant courses, certifications, or training you have undertaken, especially those related to financial planning and investment advice.
Showcase Communication Skills: Since strong interpersonal and communication skills are crucial for this role, provide examples in your application that demonstrate your ability to communicate complex financial concepts clearly and effectively to clients.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 6 Chartered Financial Planner qualification or your progress towards it. Discuss how your education has prepared you for the role and any relevant coursework that aligns with the responsibilities of the position.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Be ready to discuss your approach to proactive communication and regular reviews, as these are key aspects of the role.
✨Understand the Market
Stay informed about current market trends and regulatory changes. During the interview, reference recent developments in the financial sector and how they might impact clients' financial planning needs.
✨Emphasise Continuous Development
Express your commitment to continuous professional development. Share any plans you have for further qualifications or training, and how this aligns with the company's support for career progression.
