At a Glance
- Tasks: Service existing clients and provide tailored financial advice.
- Company: Established Independent Financial Advisors with a friendly, professional team.
- Benefits: Competitive salary, bonuses, car allowance, and hybrid working options.
- Other info: Enjoy a dynamic work environment with excellent client relationships.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Must be an experienced Financial Advisor with Level 4 Diploma.
The predicted salary is between 70000 - 70000 £ per year.
This employed Financial Advisor job in Fareham provides the opportunity for you to focus on servicing an existing client bank. The business has existing clients available for you to take over servicing for their current, ongoing and future financial planning needs. Your purpose will be to ensure the clients continue to receive great service. In addition, you will receive some leads generated from marketing initiatives, website enquiries or historic clients that you can re-engage with.
Comprehensive administration and paraplanning support are provided every step of the client journey, so that you can focus on the financial advice. To note, this role will require regular presence in their office as most of the clients prefer meeting at the office. However, our client is happy for you to have hybrid, flexible working when not in client meetings.
Financial Advisor Requirements- You should be an experienced Financial Advisor.
- You should be Level 4 Diploma qualified (DipFA or DipPFS).
- You should be motivated by providing clients with excellent ongoing service.
This firm of Independent Financial Advisors, established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first-class service through their team of experienced Independent Financial Advisors and dedicated back office support structure.
Financial Advisor Benefits- Salary of circa 70,000 plus bonuses.
- Plus car allowance and mileage reimbursement.
- Hybrid, flexible working with the need to be in the office 3 or 4 times a week to meet clients in-person.
Location: Fareham
Experienced Financial Advisor. Job in Fareham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As an Experienced Financial Advisor in Fareham, you will join a friendly and professional team that prioritises exceptional client service. With a competitive salary, bonuses, and a car allowance, the role offers hybrid working flexibility while ensuring you have comprehensive support for your client interactions. The company fosters a culture of growth and collaboration, making it an excellent employer for those seeking meaningful and rewarding employment in the financial sector.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Advisor. Job in Fareham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights about financial planning and engage with posts to get noticed by hiring managers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. Show off your knowledge and how you can provide excellent service to clients, just like the role requires!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Experienced Financial Advisor. Job in Fareham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 Diploma and any relevant client servicing experience to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing excellent service and how your experience aligns with our values. Keep it friendly yet professional!
Showcase Your Client Management Skills:Since this role focuses on servicing an existing client bank, be sure to mention any past experiences where you’ve successfully managed client relationships. We love hearing about your success stories!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s quick and easy, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Clients
Before the interview, take some time to research the types of clients the company services. Understanding their needs and how you can provide excellent ongoing service will show that you're not just a qualified Financial Advisor, but also someone who genuinely cares about client relationships.
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma qualifications during the interview. Be prepared to discuss how your training has equipped you to handle various financial planning scenarios and how it aligns with the company's focus on first-class service.
✨Discuss Your Approach to Client Engagement
Since this role involves taking over an existing client bank, be ready to talk about your strategies for maintaining and enhancing client relationships. Share examples of how you've successfully re-engaged clients in the past, especially if you have experience with leads generated from marketing initiatives.
✨Emphasise Flexibility and Teamwork
Given the hybrid working model, express your willingness to adapt to the office presence required for client meetings. Highlight your ability to work collaboratively with back-office support to ensure a seamless client journey, which is crucial for providing the great service they expect.
