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- Tasks: Join us as a Financial Adviser, providing tailored financial planning to clients across the UK.
- Company: Pinnacle Wealth Management is a top-tier firm in wealth management, established in 2013.
- Benefits: Enjoy bespoke support, competitive pay, and exceptional marketing resources to grow your client base.
- Why this job: Be part of a collaborative team focused on client success and personal career growth.
- Qualifications: We seek proactive, ambitious individuals with a knack for building strong customer relationships.
- Other info: Receive comprehensive training and mentorship from experienced advisers to kickstart your career.
The predicted salary is between 36000 - 60000 £ per year.
Are you an ambitious professional looking to progress your career? Since establishing in 2013, Pinnacle Wealth Management has helped people and businesses achieve their lifelong ambitions through high quality financial advice. Pinnacle Wealth have supported over 90 talented individuals who at the time, were struggling to find an opportunity in wealth management to build a career.
Since then, Pinnacle Wealth Management have grown into an established Senior Partner Practice of St. James’s Place Wealth Management operating in the top 1% of the FTSE 100 business. Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.
Who we’re looking for:
- Proactive and Ambitious. To take the next steps on your career, can you demonstrate these traits?
- Customer centric approach and mindset.
- Proven experience of building strong customer relationships both over the phone and in person.
- The ability to engage successfully with new leads and new clients efficiently.
- Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives.
- Capability of working to a target efficiently and maximising the potential of every opportunity.
- A sufficient self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
- A focus on best practice, strong team spirit, positive client outcomes and experience.
How Pinnacle Wealth Management will support you:
- We will provide bespoke support, to smooth your transition into our business.
- Existing client servicing opportunities with both private and corporate clients.
- Access to our distinctive approach to investment management.
- The St. James’s Place Advice Guarantee.
- Specialist advice and technical support.
- Exceptional marketing support, including client events.
- The power of the St. James’s Place brand.
- Streamlined administration allowing more face-to-face time with clients.
- You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need.
- You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology.
- Pinnacle Wealth Management will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.
- A highly competitive financial package, including strong initial advice and ongoing advice fee splits.
- The business has an established structure offering support, mentorship and development from a team of experienced advisers.
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.
If this sounds like the next step for you, please apply above.
Contact Detail:
Pinnacle Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Research Pinnacle Wealth Management thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Network with current or former employees of Pinnacle Wealth Management. They can provide valuable insights into the company culture and expectations, which can help you align your approach when engaging with potential clients or during interviews.
✨Tip Number 3
Prepare to showcase your customer relationship skills. Think of specific examples where you've successfully built rapport with clients, as this is crucial for a financial adviser role. Be ready to discuss how you can apply these skills to meet the needs of Pinnacle's clients.
✨Tip Number 4
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and investment strategies will not only impress during discussions but also show that you're proactive and committed to continuous learning.
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 and customer relationship management. Use specific examples that demonstrate your proactive approach and ability to build strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and motivation for the role. Mention how your skills align with Pinnacle Wealth Management's values and their focus on client-centric service.
Highlight Relevant Skills: In your application, emphasise skills such as communication, relationship building, and target achievement. Provide concrete examples of how you've successfully engaged with clients in the past.
Showcase Your Knowledge: Demonstrate your understanding of the wealth management industry and Pinnacle Wealth Management's unique approach. This could include mentioning their partnership with St. James’s Place and how it enhances client service.
How to prepare for a job interview at Pinnacle Wealth Management
✨Show Your Ambition
Pinnacle Wealth Management is looking for proactive and ambitious individuals. Be prepared to share examples of how you've demonstrated these traits in your previous roles, whether through achieving targets or taking initiative in challenging situations.
✨Demonstrate Customer-Centric Mindset
Since the role involves building strong relationships with clients, be ready to discuss your experience in customer service. Highlight specific instances where you successfully engaged with clients, both over the phone and in person, to understand their needs and objectives.
✨Prepare for Target-Driven Questions
As a financial adviser, working towards targets is crucial. Think about how you've maximised opportunities in the past and be ready to discuss your strategies for achieving goals. This will show your potential employer that you can thrive in a performance-driven environment.
✨Emphasise Team Spirit and Collaboration
Pinnacle Wealth Management values a strong team spirit. Be sure to mention any experiences where you've worked collaboratively with others to achieve positive client outcomes. This will demonstrate that you can contribute to their supportive and collaborative culture.
