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For Companies At a Glance
- Tasks: Engage with high-net-worth clients to provide tailored financial advice and grow your client base.
- Company: Join a leading wealth management organisation dedicated to client success and financial growth.
- Benefits: Enjoy a £60,000 salary, remote work flexibility, and a generous bonus scheme.
- Why this job: This role offers a chance to thrive in a supportive environment while making a real impact on clients' lives.
- Qualifications: RDR level 4 qualification and experience with high-net-worth individuals are essential.
- Other info: You'll have a dedicated team to support you, allowing you to focus on building new business.
The predicted salary is between 43200 - 84000 £ per year.
Job Description
Wealth Management Consultant
£60,000 salary, a wide array of benefits with excellent OTE
Remote working
This remote Financial Adviser role provides an opportunity to be a part of a large wealth management organisation offering financial advice to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. Supported by a dedicated team of the technical research, paraplanners and client service groups who manage the transition and retention of client relationships, allowing you to focus on new business. This is an excellent role for a consultant who likes writing new business and comes with a generous benefits package and open ended bonus scheme.
Requirements:
- RDR level 4 qualification
- Experience dealing with high-net-worth individual
- Track record in writing new business
- Strong presentation skills
- Ability to connect with a wide array of clients through dynamic interpersonal skills
- Highly ethical and professional skills
If this opportunity is of interest, then please get in touch to find out more.
Financial Consultant employer: Advance Search & Selection Ltd
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Brush up on your presentation skills. Since this role requires strong presentation abilities, consider practising your pitch with friends or colleagues to ensure you can effectively communicate your value to prospective clients.
✨Tip Number 3
Familiarise yourself with the latest trends in wealth management and high-net-worth client needs. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed during interviews.
✨Tip Number 4
Prepare to discuss your track record in writing new business. Have specific examples ready that showcase your success in acquiring clients and managing relationships, as this will be crucial in convincing us of your capabilities.
We think you need these skills to ace Financial Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and showcases your track record in writing new business. Use specific examples to demonstrate your success in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also reflects your passion for wealth management. Mention your RDR level 4 qualification and how it equips you to provide exceptional financial advice.
Highlight Interpersonal Skills: In your application, emphasise your dynamic interpersonal skills. Provide examples of how you've successfully connected with clients in the past, as this role requires strong relationship-building abilities.
Showcase Ethical Standards: Given the importance of ethics in finance, include a section in your application that discusses your commitment to ethical practices. This could be through examples of how you've maintained professionalism in challenging situations.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Showcase Your Qualifications
Make sure to highlight your RDR level 4 qualification during the interview. This is a key requirement for the role, and demonstrating your understanding of financial regulations will show that you are well-prepared and knowledgeable.
✨Demonstrate Your Experience
Be ready to discuss your experience with high-net-worth individuals. Prepare specific examples of how you've successfully managed client relationships and written new business in the past, as this will be crucial for the role.
✨Prepare for Presentation Skills
Since strong presentation skills are essential, practice delivering a mock presentation on a financial topic. This will help you feel more confident and allow you to showcase your ability to communicate complex information clearly.
✨Emphasise Ethical Standards
Given the importance of ethics in wealth management, be prepared to discuss your approach to maintaining professionalism and ethical standards in your work. Share examples of how you've navigated ethical dilemmas in the past.
