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For Companies At a Glance
- Tasks: Advise clients on financial goals and create tailored financial plans.
- Company: Join a leading Financial Planning business with a supportive culture.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and great perks.
- Why this job: Make a real difference in people's financial lives while working from home.
- Qualifications: 3+ years as a Financial Advisor with a proven success record.
- Other info: Access to warm leads and full back-office support for your success.
The predicted salary is between 28800 - 48000 £ per year.
An industry-leading Financial Planning business seeks to expand its network of qualified Financial Advisors across the UK. This is an employed role, advisers will be given clients, access to warm leads and full back-office support.
THE ROLE
- Leads and clients provided
- Qualified meetings booked into the adviser’s diary
- Advising clients locally where you live in the country
- Conduct fact-find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Work from home
- Back-office support
BENEFITS
- Basic Salary
- Un-capped bonus
- Pension, DIS, holiday and other benefits
WHAT YOU'LL NEED TO SUCCEED
- 3 years minimum experience as a Financial Advisor
- Experience in offering holistic financial advice
- Proven track record of success and achievements
- Experience in managing and retaining a client book
NEXT STEPS
Click on the apply button and remember to attach a copy of your CV.
Financial Advisor in City of London employer: Vision-FS Recruitment
Contact Detail:
Vision-FS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at Vision-FS Recruitment.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Advisors and practice your responses. We want you to showcase your experience and achievements confidently, so get ready to impress!
✨Tip Number 3
Don’t forget to leverage social media! Update your LinkedIn profile to reflect your skills and experience as a Financial Advisor. Engage with relevant content and connect with recruiters from Vision-FS Recruitment to increase your visibility.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Make sure to attach your CV and tailor it to highlight your experience in holistic financial advice and client management.
We think you need these skills to ace Financial Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in offering holistic financial advice and managing client relationships. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background makes you a perfect fit for the role. Let us know what excites you about joining our team!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you’ve helped clients meet their financial goals or any successes in managing your client book. We love to see results!
Apply Through Our Website: Remember to apply through our website! It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Vision-FS Recruitment
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various financial products and strategies. Make sure you can explain how you’ve helped clients achieve their financial goals in the past.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and retained a client book. Highlight any specific achievements or challenges you've overcome, as this will demonstrate your capability to handle the role effectively.
✨Understand the Company’s Values
Research Vision-FS Recruitment and understand their approach to financial planning and wealth management. Align your answers with their values and show how you can contribute to their mission.
✨Practice Your Pitch
Since you'll be advising clients, practice how you would present financial plans. Be clear, concise, and confident in your delivery. This will not only help you in the interview but also in your future client meetings.
