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- Tasks: Help clients with financial planning and investment strategies.
- Company: Join a leading firm known for exceptional financial services.
- Benefits: Enjoy hybrid working, a competitive salary, and a generous bonus scheme.
- Why this job: Kickstart your career with a supportive team and clear progression opportunities.
- Qualifications: Must be Level 4 qualified in Financial Planning with relevant experience.
- Other info: Potential to progress to board level for the right candidate.
The predicted salary is between 36000 - 60000 £ per year.
Location: Taunton, Hybrid Working
Basic Salary up to £50,000 DOE with a generous bonus scheme.
Are you a Financial Advisor looking for an exciting new challenge/opportunity? 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
- 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
Requirements for the Financial Advisor:
- Level 4 qualified (Diploma in Financial Planning)
- Experience in an authorised financial planning role with competent adviser status
Locations
Financial Advisor (Investments / Pensions) employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisors. Attend local finance-related events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the company.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the financial planning sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your ability to provide informed advice to clients.
✨Tip Number 3
Prepare to discuss your previous experiences in assessing client needs and providing tailored financial solutions. Be ready to share specific examples that highlight your skills in holistic financial planning and client relationship management.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, the services they offer, and their approach to client relationships. This will allow you to tailor your responses and show how you align with their mission and goals.
We think you need these skills to ace Financial Advisor (Investments / Pensions)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in financial planning. Emphasise your skills in assessing client needs and providing holistic financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific experiences where you successfully assessed client needs or presented financial recommendations, demonstrating your ability to excel in this role.
Highlight Regulatory Knowledge: Since keeping up to date with regulatory changes is crucial, include any relevant training or certifications that show your commitment to compliance and professional development in the financial sector.
Showcase Networking Skills: In your application, mention any previous networking experiences with professional partners. This could include collaborations or partnerships that enhanced your client service capabilities, which is vital for this position.
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 qualifications have equipped you to assess and identify clients' financial needs effectively.
✨Demonstrate Holistic Planning Skills
Prepare examples of how you've provided holistic financial planning services in the past. Discuss specific cases where you conducted lifestyle planning assessments and presented tailored financial recommendations to clients.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulatory changes in the financial sector. Being able to discuss these changes and their implications during the interview will show that you are proactive and knowledgeable in your field.
✨Network Like a Pro
Since networking is key in this role, think of ways you've successfully built professional relationships in the past. Be ready to share your strategies for networking with partners and how it has benefited your previous clients.
