At a Glance
- Tasks: Serve existing clients and provide top-notch financial advice.
- Company: Established independent financial advisory firm with a friendly, professional team.
- Benefits: Competitive salary, bonuses, car allowance, and hybrid working options.
- Other info: Enjoy a dynamic work environment with flexible hours and strong 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.
Fareham
Financial Advisor. Job in Fareham LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
As a Financial Advisor with our established firm in Fareham, you will thrive in a supportive and professional environment that prioritises client satisfaction. With a competitive salary, bonuses, and a flexible hybrid working model, you will have the opportunity to focus on delivering exceptional service while benefiting from comprehensive administrative support. Join a friendly team dedicated to your growth and success in the financial advisory field.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor. Job in Fareham LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Advisor. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Advisor. Job in Fareham LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with client servicing and any relevant qualifications like your Level 4 Diploma. We want to see how you can bring value to our existing clients!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for providing excellent service and how you’ve successfully managed client relationships in the past. Let us know why you’re excited about this opportunity at StudySmarter.
Showcase Your Skills:Don’t forget to showcase your skills that align with the job description. Whether it’s your financial planning expertise or your ability to engage with clients, we want to see what makes you stand out as a Financial Advisor.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Client Base
Before the interview, take some time to research the existing client bank you'll be servicing. Understand their needs and how you can enhance their financial planning experience. This will show your potential employer that you're proactive and ready to hit the ground running.
✨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 provide excellent service and advice. This is your chance to demonstrate your expertise and commitment to the role.
✨Emphasise Teamwork and Support
Since the company offers comprehensive administration and paraplanning support, talk about your experience working in a team environment. Share examples of how collaboration has helped you deliver better client outcomes in the past. This will align with their focus on providing first-class service.
✨Be Ready for Hybrid Working Questions
As the role involves hybrid working, be prepared to discuss how you manage your time and productivity when working remotely. Share strategies you've used to stay connected with clients and colleagues, ensuring that you maintain high service levels even when not in the office.
