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- Tasks: Join a prestigious firm as a Senior Financial Adviser, focusing on high net worth clients.
- Company: A reputable Glasgow-based firm known for its professionalism and strong market presence.
- Benefits: Enjoy a competitive salary, excellent admin support, and opportunities for growth.
- Why this job: Be part of an expanding team with a client-focused culture and strong referral network.
- Qualifications: Experience with high net worth clients and a client-centric approach are essential.
- Other info: Confidential application process; apply quickly to explore this exciting opportunity.
The predicted salary is between 43200 - 72000 £ per year.
My client is a highly prestigious and reputable firm based in Glasgow city centre. Due to further expansion and business growth, a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company is an exceptionally professional practice with an outstanding reputation in the market.
Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who has an ability to interact at this level and provide a service to Senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals - this, along with their strong grasp of the market, ensures that the Wealth team is consistently set to grow.
What they are looking for is an individual with a client-focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone who is used to working with HNW clients with the ambition and drive to utilize the network they have.
You must be able to act quickly and be flexible, as unexpected meetings can be brought on at short notice. The company offers a strong, high calibre administrative team and an impressive outfit for the successful individual. There is a significant salary on offer depending on qualifications/experience, company benefits, and a first-class admin team, generally on a 1:1 basis to ensure you are focusing on what you do best.
Please get in touch and apply as soon as possible to discuss this role, along with other opportunities in the area. All conversations and applications would be held highly confidentially.
Senior Financial Adviser (Chartered) employer: s1jobs
Contact Detail:
s1jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser (Chartered)
✨Tip Number 1
Network with professionals in the financial sector, especially those who work with high net worth individuals. Attend industry events or seminars in Glasgow to meet potential colleagues and clients, as personal connections can significantly enhance your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in wealth management. Being well-versed in current market conditions will not only boost your confidence but also demonstrate your expertise during any informal discussions or interviews.
✨Tip Number 3
Prepare to showcase your relationship-building skills. Think of specific examples from your past experiences where you successfully maintained client relationships, particularly with high net worth individuals, as this is a key aspect of the role.
✨Tip Number 4
Be ready for flexibility in your approach. Since unexpected meetings can arise, practice articulating your thoughts clearly and concisely on various financial topics, so you can engage effectively with senior clients at a moment's notice.
We think you need these skills to ace Senior Financial Adviser (Chartered)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and your ability to build and maintain relationships. Use specific examples that demonstrate your client-focused approach.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of their reputation in the market and how your skills align with their needs, particularly in dealing with senior clients.
Showcase Relevant Qualifications: Clearly list your qualifications, especially any chartered status or relevant certifications. This will help establish your credibility as a Senior Financial Adviser and show you meet their professional standards.
Prepare for Flexibility: Be ready to discuss your adaptability during the application process. Highlight instances where you've successfully managed unexpected meetings or changes in client needs, showcasing your ability to act quickly and effectively.
How to prepare for a job interview at s1jobs
✨Research the Firm
Before your interview, take the time to thoroughly research the firm. Understand their values, client base, and recent developments in the financial sector. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Showcase Your Client-Focused Approach
Since the role requires a client-focused approach, prepare examples from your past experiences where you've successfully built and maintained relationships with high net worth clients. Highlight your ability to listen to their needs and provide tailored solutions.
✨Prepare for Unexpected Questions
Given the nature of the role, be ready for unexpected questions or scenarios during the interview. Practice thinking on your feet and responding to hypothetical situations that may arise in client interactions.
✨Emphasise Flexibility and Adaptability
The job description mentions the need for flexibility due to unexpected meetings. Be prepared to discuss how you've adapted to changing circumstances in previous roles and how you can manage your time effectively to accommodate last-minute requests.
