Maria Burns, CA

When preparing for a financial adviser interview, it’s important to focus on the key competencies that employers typically look for. Here are the top 3 competencies you might consider highlighting: Strong Communication Skills: As a financial adviser, you need to be able to explain complex financial concepts in simple terms and listen to your clients’ needs and goals to provide tailored advice. Analytical and Problem-Solving Skills: You should be able to analyse financial data, understand market trends, and develop effective strategies to meet your clients’ financial objectives. Customer Service and Relationship Management: Building and maintaining strong relationships with clients is crucial. This involves not only understanding their financial needs but also providing excellent service and support long term. Remember to back up these competencies with specific examples from your past experiences that demonstrate your skills in action. Good luck with your interview! www.ortuspsr.co.uk #financialadviser #interview

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The Fourth Edition of the Technical Guide to Business Relief launched today. The hugely popular guide is for financial advisers and paraplanners and is backed by a wealth of in-depth research. Written in collaboration with several thought leaders, the guide is a fantastic resource for all things Inheritance Tax planning.   Published by Intelligent Partnership, the guide is full of insight, planning scenarios and expert commentary on the pivotal role Business Relief plays in Inheritance Tax planning.   Download the guide: https://lnkd.in/ee5Meq-4   #BusinessRelief #IHTPlanning #CPD

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We are delighted to announce the release of the highly-anticipated fourth edition of ‘A Technical Guide to Business Relief’, in partnership with TIME Investments. An absolute must-have resource for all those considering their estate planning needs and to get to grips with using BR products. This guide delves into the latest rules, market drivers, and technical insights from several experts and thought leaders in the sector. Plus, discover more on how Consumer Duty now plays a focal part when considering BR for your client base. #BusinessRelief #IHT #EstatePlanning #ConsumerDuty

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Leverage our trainee recruitment platform, ICAEW Training Vacancies, and start connecting with tomorrow's ICAEW Chartered Accountants, today. Explore how the platform can support you to engage with diverse talent and grow future finance leaders through learning, in our Learning at Work Week blog. #icaewATE #powertogrow #powertoconnect #powertoengage #LAWweek

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✴️How can Advocate Finance help?✴️ If you have a freehold block of flats you are looking to capital raise against, please get in touch to see how using the aggregate value could be of benefit to you!

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📢 Last chance to register! Budgeting season is upon us and so is the pressure for Asset Managers to maximise their 2025 budget allocations. In today’s rapidly evolving financial landscape, asset managers face increasing pressures from the rising costs of fund distribution. Join us on 16 October at 10:00 BST / 11:00 CEST for our webinar “Managing fund distribution costs and client book of record“ where our experts Marina Corghenci, Olivier GNOS and Steffen Ahlers will explore actionable strategies to streamline your processes while protecting your margins. We’re excited to feature Begoña Michelena, Head of Client Service at Edmond de Rothschild Asset Management, in a fireside chat where she will share insights that can significantly impact your operations and profitability! ➡️Don't miss out, register now: https://hubs.ly/Q02TdCXT0 #Webinar #AssetManagement #OperationalEfficiency #ClientBookOfRecord

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Our award-winning programmes cover everything you need to know to excel as a Financial Modeller. But we're more than just a training programme. When you join us at Full Stack Modeller, you also gain access to live sessions with leading experts, and our exclusive modeller community where people like you from around the world can ask questions, gain support, and learn together. No more searching forums and YouTube channels - just ask, and your fellow Full Stackers will be there for you. 🤝 Become a modelling pro today! 🚀 www.fullstackmodeller.com #FinancialModelling #FullStackModeller #Finance #ModellingPro #UnlockYourPotential

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There will be an increasing trend of mergers and acquisitions in the IFA and wealth management sector over the next five years, as smaller companies find it harder to compete and costs increase, according to new research from wealth manager Investec Wealth & Investment UK (UK) with financial advisers and financial planners across the UK. Read more below:

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October's Business Brief issue contains a feature on 'Jersey Finance's 2024 Rising Stars – in conversation with the winners' It spotlights Sivaradjen Ramsamy, ACCA,JSCCA, Assistant Manager of Client Accounting, who shares what it meant to be recognised with an award. Read the full feature here: https://lnkd.in/ekXP38R5

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The second post in our #AutumnBudget2024 series focuses specifically on #CapitalTaxes, including what's new and what's staying the same across Capital Gains Tax and Inheritance Tax. Follow us for more updates

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Your lunchtime read 🥪 We've been in the finance recruitment space for a long time and because of this, we've gained deep insight into why finance professionals seek new opportunities. With that expertise, we've put together a quick read on a critical topic: How to retain top financial talent: Strategies for reducing turnover. You can read it here: https://lnkd.in/ebgrP6aJ #FinanceRecruitment #TalentRetention #FinanceCareers #EmployeeRetention #RecruitmentTips #FinanceIndustry

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💼📉 Women in the UK’s finance industry earn 22% less than men, according to Spendesk’s 2024 CFO Salary Benchmark Report. Despite a slight improvement, gender pay gaps remain significant, especially in the US and Germany. In our latest article by Alice R., Head of People at Spendesk, highlights the urgency for change and continued efforts to achieve pay parity. 📊 How can the finance industry address these gender pay disparities? 🤔 Read more to explore the full report and insights! https://lnkd.in/e6kRjBbn #GenderPayGap #FinanceIndustry #EqualPay #WomenInFinance #HRInsights #HR #Humanresources

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🔍 Finance Recruitment Insight Alert! 📊 This week, we're diving into the essentials of filling finance roles in the membership sector, courtesy of our finance recruitment expert, Tamandra Christmas. #FinanceTalent #RecruitmentInsights #MembershipSector #Finance #Accounting #Recruitment #TopTalent

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