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For Companies At a Glance
- Tasks: Provide financial advice, maintain client relationships, and assist with applications.
- Company: Join a successful Wealth Management Firm focused on meaningful financial outcomes.
- Benefits: Enjoy ongoing training, marketing support, and the flexibility to work remotely.
- Why this job: Be part of a dynamic team making a real difference in clients' financial futures.
- Qualifications: 2+ years of financial advice experience preferred; financial diploma required.
- Other info: Open to motivated individuals, even those with less experience.
The predicted salary is between 28800 - 48000 £ per year.
I am delighted to be supporting one of our extremely successful Wealth Management Firms in their search for an experienced financial advisor to join their growing team. This firm was founded 20 years ago and provides not just mortgages but financial services and commercial finance as well. It's a one-stop shop that helps a lot of people in different financial areas. They believe in supporting clients for better outcomes, brighter financial futures and more meaningful moments. Their approach focuses on making a difference, rather than just being about money. Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
This is a full-time financial adviser role. The adviser will be responsible for providing advice on wealth products to clients, maintaining relationships with clients and lenders, and assisting clients with the application process.
Qualifications:
- 2 years + financial advice experience desired, would possibly consider someone with less experience if they were the right fit (salary would differ than that advertised)
- Financial diploma qualified (CII, LIBF, CISI or equivalent)
- The ability to explain complex information clearly and simply
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to work independently and remotely
What is on offer:
- Ongoing business development & training (where necessary)
- Marketing support including social media
- Support to help you build a client base
Next steps... If you are a motivated financial advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current financial advisers and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific products and services offered by the firm you're applying to. Understanding their unique approach to wealth management will allow you to tailor your conversations and demonstrate how you can contribute to their mission.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully advised clients in the past. Highlight your problem-solving skills and ability to communicate complex information clearly, as these are key traits for a financial adviser.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Mention any additional training or certifications you are pursuing, as this demonstrates your dedication to staying updated in the financial advisory field.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise any qualifications such as CII, LIBF, or CISI, and showcase your ability to explain complex information clearly.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve better financial outcomes. Mention specific experiences where you've made a difference in clients' financial situations.
Highlight Soft Skills: In your application, focus on your communication and interpersonal skills. Provide examples of how you've built and maintained client relationships in previous roles.
Showcase Problem-Solving Abilities: Include instances where you've successfully navigated challenges or provided innovative solutions for clients. This will demonstrate your analytical skills and attention to detail.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial products and services knowledge. Be prepared to discuss various wealth management strategies and how they can benefit clients. This will demonstrate your expertise and confidence in the field.
✨Demonstrate Communication Skills
Since excellent communication is key for a financial adviser, practice explaining complex financial concepts in simple terms. Use examples from your past experience to illustrate how you've successfully communicated with clients.
✨Highlight Relationship Management Experience
Be ready to discuss how you've built and maintained relationships with clients and lenders in previous roles. Share specific examples of how you’ve helped clients achieve their financial goals, as this aligns with the firm's focus on meaningful outcomes.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask about the firm’s approach to client support and business development opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
