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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored strategies and in-depth reviews.
- Company: Join a growing financial firm in London, dedicated to client success and professional development.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and private medical insurance.
- Why this job: Be part of a dynamic team that values trust, communication, and continuous learning.
- Qualifications: Must hold Level 4 qualification via CII or equivalent; strong communication skills required.
- Other info: This is a full-time role with opportunities for career growth and development.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Financial Adviser / Wealth Manager to join our client based in the London area on a full time, employed basis.
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
Financial Advisor / Wealth Manager employer: Carlton Mays
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, especially those who are already working as Financial Advisors or Wealth Managers. Attend industry events and seminars to meet potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Stay updated on the latest trends and changes in financial legislation. This will not only enhance your knowledge but also demonstrate your commitment to continuous professional development during interviews.
✨Tip Number 3
Prepare to discuss specific strategies you've used in the past to build client relationships and trust. Be ready to share examples of how you've successfully assisted clients in achieving their financial goals.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and client base, so you can tailor your responses to show how you align with their mission and can contribute to their growth.
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: Demonstrate your ability to communicate effectively by using clear and concise language in your application. Provide examples of how you've successfully built relationships with clients in the past.
Detail Your Financial Planning Experience: In your application, include specific examples of your experience in financial planning and wealth management. Discuss how you've helped clients achieve their financial goals through tailored strategies.
Express Commitment to Professional Development: Mention your participation in Continuous Professional Development (CPD) activities. Highlight any recent training or courses that keep you updated on changes in legislation relevant to financial advising.
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 tailored financial strategies to meet their unique needs and how that led to positive outcomes.
✨Stay Updated on Legislation
Show your commitment to continuous professional development by discussing recent changes in financial legislation and how they impact wealth management. This will demonstrate your proactive approach to staying informed in the industry.
