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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 Southampton 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 Southampton
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet with recruiters or potential employers, make sure to highlight your achievements as a Financial Advisor. Share specific examples of how you've helped clients reach their financial goals. We want to see your passion and expertise shine through!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your professional journey. Post articles, share insights, and engage with others in the financial planning community. We can help you stand out by building a strong online presence that reflects your skills and experience.
✨Apply Through Our Website
Don’t forget to apply directly through our website for the best chances of landing that Financial Advisor role. We’ve got a streamlined process that makes it easy for you to submit your application and get noticed by recruiters. Let’s get you that job!
We think you need these skills to ace Financial Advisor in Southampton
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 awards you’ve received. 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 the financial planning business you're interviewing with. Understand their mission, values, and the type of clients they serve. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Practice Common Interview Questions
Anticipate questions related to your experience and approach to financial advising. Practise your responses to common questions like 'How do you build relationships with clients?' or 'What’s your approach to creating a financial plan?'