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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored strategies and expert advice.
- Company: Join a growing firm dedicated to providing top-notch financial services.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and private medical insurance.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Must hold Level 4 qualification via CII or equivalent; strong communication skills required.
- Other info: Opportunity for professional development and staying updated with industry changes.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management.
You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies.
- Conduct in depth reviews of clients' financial situation and monitor this to ensure recommendations are appropriate and achievable.
- Assist in business development by requesting referrals etc.
- Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation.
This is an exciting time to join the company as they experience growth.
Benefits include:
- £45K - £60K basic DOE
- Generous bonus and commission scheme
- Pension scheme
- Private medical Insurance
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor / Wealth Manager
✨Tip Number 1
Network with professionals in the financial sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. Subscribe to relevant financial news outlets or join online forums where you can discuss strategies and share knowledge with peers.
✨Tip Number 3
Prepare for interviews by practising common questions related to financial advising. Be ready to discuss your approach to client relationships and how you would handle various financial scenarios to demonstrate your expertise.
✨Tip Number 4
Showcase your Level 4 qualification and any additional certifications during networking opportunities. Highlighting your credentials can help establish your credibility and attract attention from potential employers.
We think you need these skills to ace Financial Advisor / Wealth Manager
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly state your Level 4 qualification via CII or any equivalent qualifications in your CV and cover letter. This is a key requirement for the role.
Showcase Communication Skills: In your application, provide examples of how you have effectively communicated complex financial concepts to clients. This will demonstrate your ability to build trust and relationships.
Detail Your Financial Planning Experience: Include specific instances where you have successfully assisted clients in achieving their financial goals. Mention any strategies you developed and how they were implemented.
Emphasise Continuous Professional Development: Mention any recent training or CPD activities you have undertaken to stay updated with changes in legislation. This shows your commitment to professional growth and adaptability.
How to prepare for a job interview at Carlton Mays
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification via CII or any equivalent during the interview. This is crucial as it demonstrates your expertise and commitment to the field of financial advising.
✨Demonstrate Communication Skills
As a Financial Advisor, clear communication is key. Prepare to discuss how you effectively convey complex financial concepts to clients in an understandable way. Use examples from your past experiences to illustrate this.
✨Build Trust with Examples
Be ready to share specific instances where you've successfully built trust with clients. Discuss how you provided excellent financial advice and helped them achieve their financial goals through tailored strategies.
✨Stay Updated on Legislation
Show your commitment to continuous professional development (CPD) by discussing how you keep your knowledge up to date. Mention any recent changes in legislation that could impact financial planning and how you adapt to these changes.
